Slide 1: Q2 FY23 Quarterly Presentation
Q2 FY23 QUARTERLY PRESENTATION September 2023
Slide 2: QUARTERLY UPDATE ABOUT THE COMPANY OUR STRATEGY
QUARTERLY UPDATE 01 ABOUT THE COMPANY 06 OUR STRATEGY 10 KEY MANAGEMENT 11 RECENT EVENTS 13 FINANCIAL OVERVIEW 18 ANNEXURES 22
Slide 3: Safe Harbor
Safe Harbor This presentation has been prepared by ASM Technologies Ltd based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fair
Slide 4: Quarterly Highlights
Quarterly Highlights STANDALONE Total Revenue (INR.in Mn) KEY NOTES FOR Q2 EBIDTA( INR In Mn.) PAT (INR. In Mn.) Exchange losses. 391.37 58.43 One time expenses. 30.71 36.55 Loss in subsidiary due to 337.98 extended trials. 3.11 Reduced customer Q2 FY 23 Q2 FY 22 engagement due to Q2 FY 23 Q
Slide 5: Quarterly Snapshot
Quarterly Snapshot Standalone Consolidated Quaterly - Profit and Loss Consol Quaterly - Profit and Loss Rs mn Q2FY23 Q2FY22 Half Year 23 Rs mn Q3FY21 Q2FY22 Half year 23 Incom e Incom e Income from Operations 318.19 376.05 616.46 Income from Operations 503.85 634.16 1,013.37 Other Income 19.79 15.32
Slide 6: About the Company
ABOUT THE COMPANY ASM TECHNOLOGIES
Slide 7: About the Company
About the Company ASM Technologies incorporated in 1992. Company specializes in the areas of ER&D supported by design led manufacturing. Over Three decades of experience Presence in pan India with global presence in USA, Singapore, UK, Canada, Mexico and Japan. Delivery centers in Bangalore, Chennai
Slide 8: Key Industries Serviced
Key Industries Serviced You can find us at: www.asmltd.com
Slide 9: Geographical Presence
Geographical Presence You can find us at: www.asmltd.com
Slide 10: Our Strategy
Our Strategy Focus on opportunities in key Industries & verticals Retain skilled employees, attract and develop talent Strategic acquisitions of companies in Niche segment and market Continuous focus towards Investment in Emerging Technologies Expand Global Footprint through organic and inorganic gr
Slide 11: Key Management Pillars
KEY MANAGEMENT PILLARS Mr. M. R. Vikram Mr. Rabindra Srikantan Mr. M Lakshminarayan Chairman Managing Director Director A Chartered Accountant (ICAI) with 41 yrs. of MS in Computer Engineering and Computer M-Tech from Indian Institute of Technology, Mumbai experience Audit & Assurance Services, Bank
Slide 12: Key Management Pillars
KEY MANAGEMENT PILLARS Mr. Shekar Viswanathan Mr. Ramesh Radhakrishnan Ms. Preeti Rabindra Director Director Director A Chartered Accountant (ICAI) with 38 B.E. from the Indian Institute of Technology Masters in Commerce – University of Delhi financial services and project finance (IIT), Chennai, In
Slide 13: Recent Events: CII India Innovation Summit - Innoverge 2023
Recent Events CII INDIA INNOVATION SUMMIT - INNOVERGE 2023 For more information: Click here You can find us at: www.asmltd.com
Slide 14: Recent Events
Recent Events Confederation of Indian Industry Karnataka Session on 'Cybertech Global Networking Opportunity: Israel For more information: Click here You can find us at: www.asmltd.com
Slide 15: Recent Events
Recent Events 12th VDMA Mechanical Engineering Summit & ASM Cybersecurity Team at BSides For more information: Click here For more information: Click here You can find us at: www.asmltd.com
Slide 16: Recent Events
Recent Events Kirloskar Oil Engines Limited Recognizes FORMS & GEARS for Outstanding Contribution For more information: Click here You can find us at: www.asmltd.com
Slide 17: Recent Events: ASM Acquires Semcon Engineering UK
Recent Events ASM Technologies Acquires Semcon Engineering UK Limited! For more information: Click here You can find us at: www.asmltd.com
Slide 18: Financials Highlights
FINANCIALS HIGHLIGHTS
Slide 19: Standalone Financial Highlights
Standalone Financial Highlights Revenue INR. In Mn. EBITDA INR. In Mn. 379.5 88.1 78.6 365.3 356.5 58.6 53.2 342.0 338.0 36.6 321.4 28.5 Q1FY22 Q2FY22 Q3FY22 Q4FY22 Q1FY23 Q2FY23 Q1FY22 Q2FY22 Q3FY22 Q4FY22 Q1FY23 Q2FY23 PAT INR. In Mn. EPS 5.6 57.4 42.0 3.6 36.3 34.1 3.0 2.4 1.6 3.1 0.2 0.3 Q1FY22
Slide 20: Consolidated Financial Highlights
Consolidated Financial Highlights Revenue. INR In Mn. EBITDA INR. In Mn. 534.9 92.0 515.0 529.3 507.9 80.7 480.5 421.4 54.4 44.4 38.5 23.2 Q1FY22 Q2FY22 Q3FY22 Q4FY22 Q1FY23 Q2FY23 Q1FY22 Q2FY22 Q3FY22 Q4FY22 Q1FY23 Q2FY23 PAT INR In Mn. EPS 3.0 29.5 24.0 2.4 11.1 1.1 3.7 0.4 Q1FY22 Q2FY22 Q3FY22 Q4
Slide 21: Continuously Rewarding its Shareholders
Continuously Rewarding its Shareholders Dividend Paid INR In Mn. PAT INR In Mn. 90.0 155.09 131.77 56.7 86.0 70.1 33.4 32.5 18.1 7.0 FY19 FY20 FY21 FY22 FY23 FY19 FY20 FY21 FY22 FY23 Dividend Payout 260% 68% 48% 38% 37% FY19 FY20 FY21 FY22 FY23 You can find us at: www.asmltd.com
Slide 22: Annexures
Annexures M.Cap Full (INR Cr.) 30th Sep 2023 BSE CODE BLOOMBERG CODE 515.46 10 mn Shares 526433 ASM IN Source: BSE You can find us at: www.asmltd.com
Slide 23: Thank You!
Thank You! Ms.Vanishree Kulkarni Company Secretary ASM Technologies Limited vanishree.kulkarni@asmltd.com