Zen Technologies Limited · NSE:ZENTEC
Zen Technologies — Investor Day (September 2021)
19 slides from Zen Technologies's investor day presentation, Sep 14, 2021
Slide 1: Outcome of Investor Day cover letter to stock exchanges
ZEN TECtf NOLOGIES LIMITED Certified ISO 9001:2015, ISO 27001:2013, CMMI MLS Regd. Office : B-42, Industrial Estate, Sanathnagar, Hyderabad - 500 018, Telangana, India. Phone: +91 40 23813281/3294/289414894 Fax No: +91 40 23813694 Email: info@zentechnologies.com Website: www.zen.in being there ... C
Slide 2: Investor Day – 14th September 2021
Investor Day – 14th September 2021
Slide 3: The more you sweat in peace, the less you bleed in war
The more you sweat in peace, the less you bleed in war 2 © Zen Technologies Limited – All Rights Reserved.
Slide 4: Considerable investments in Anti-Drone technology
In the last few years Zen has made considerable investments in Anti- Drone technology. Recently Zen Technologies Limited secured an order of ~ ₹ 155 crore from Indian Air Force (IAF) for the supply of Counter Unmanned Aircraft Systems (CUAS). 3 © Zen Technologies Limited – All Rights Reserved.
Slide 5: Marketing & Sales focusing on Anti-Drone systems and remote demonstration
Marketing & Sales team now focusing on Anti-Drone systems and remote demonstration of products receiving positive response. Also focusing on non military applications like oil refineries and other strategic assets. 4 © Zen Technologies Limited – All Rights Reserved.
Slide 6: Export order of ~120 crores secured on 19th July 2021
On 19th July 2021 Zen secured an export order of ~120 crores. We have the capability to execute this order in the current financial year. However, due to customer readiness, there exists a possibility of spill over to the first half of the next financial year. © Zen Technologies Limited – All Rights
Slide 7: UAE office functional and demos leading to enquiries
UAE office is now functional and regular customer demos are leading to healthy enquiries. Expecting ~ 60 crores of order to materialize in coming months. Orders expected to flow in from USA office as well © Zen Technologies Limited – All Rights Reserved. 6 © Zen Technologies Limited – All Rights Res
Slide 8: Investment in UTS expected to pay off
Investment in UTS will start to payoff and we expect UTS to achieve a turnover of 15 Cr in FY22. UTS is currently focusing on developing more technologies in the Anti-Drone space. © Zen Technologies Limited – All Rights Reserved. 7 © Zen Technologies Limited – All Rights Reserved.
Slide 9: Medical technologies new products
In Medical technologies we are focusing on developing 2-3 new products in the current financial year. © Zen Technologies Limited – All Rights Reserved. 8 © Zen Technologies Limited – All Rights Reserved.
Slide 10: ESOPs
ESOPs Some of our employees have dedicated their lives to Zen and been with the company for almost 2/3 decades. Keeping their interests in mind the Company has decided to issues ESOPS to long standing and select new employees. ESOPs will also be issued to few key employees of subsidiaries as well. ©
Slide 11: Order Book Status
Order Book Status Order Book Status as on September 3, 2021 With the current order win the order book stands as following: ₹ in crores Particulars Equipment AMC Total Domestic 159.64 118.52 278.16 Exports 124.45 - 124.45 Total 284.09 118.52 402.61 As a prudent measure, the company has removed ~ ₹ 64
Slide 12: Snapshot FY2020-21
Snapshot FY2020-21 • Entered FY2020-21 in a period of significant uncertainty related to macro factors beyond our control. • The Company also witnessed a decline in financial performance due to appropriation of modernisation fund to fight Covid pandemic. • The Company invested INR 11.97 crores in R&
Slide 13: Zen's Business accelerators
Zen’s Business accelerators :- 1 Increasing predictability in turnover with scaling up of AMC segment. Domestic 2 Strong Government support to act as tailwind Domestic 3 Focus on new products Domestic 4 Equipment sales order wins Domestic © Zen Technologies Limited – All Rights Reserved. 12
Slide 14: Zen Tech – R&D Play
Zen Tech – R&D Play Focused R&D driven organisation Total IPR Applications • R&D Driven prototyping to develop state of 109 the art training simulators • Over 90 in-house researchers working on specialised in-house created domain libraries • R&D investment of over 67.47 crores in the last 5 years, ~
Slide 15: Growth Drivers
Growth Drivers 1 2 3 Domestic Exports AMC Annual Maintenance Contracts § Conducive regulatory regime has § Strong support from § Have reached ~INR 7.5 crores of opened erstwhile closed single government through line of quarterly AMC revenues vendor business opportunities credit through EXIM bank for
Slide 16: Scalability
Scalability Indian Army training requirement of Rs 8,000 Cr Combat Training Centre Abundant Global Opportunities § Handful of companies § Zen’s products are mature globally in this segment § Growing credibility of Indian § Large value add to the Defence Vendors with active forces with simulated war-
Slide 17: Fulfilment Capacity and Capabilities
Fulfilment Capacity and Capabilities • The Company has an Asset Light model and outsources most of manufacturing to its supply chain. • Mostly, software and final hardware integration is done at the Zen facility • The Company’s established vendors have adequate surplus manufacturing capacity to cate
Slide 18: Zen poised for Growth like Bamboo Tree
Zen poised for Growth like Bamboo Tree Chinese Bamboo Tree After the seed for this amazing tree is planted, you see nothing, absolutely nothing, for four years except for a tiny shoot coming out of a bulb. During those four years, all the growth is underground in a massive, fibrous root structure th
Slide 19: Thank You
THANK YOU D ISCLAIMER : C ERTAIN S TATEMENTS IN THIS PRESENTATION CONCERNING OUR FUTURE GROWTH PROSPECTS ARE FORWARD - LOOKING STATEMENTS , WHICH INVOLVE A NUMBER OF RISKS AND UNCERTAINTIES THAT COULD CAUSE ACTUAL RESULTS TO DIFFER MATERIALLY FROM THOSE IN SUCH FORWARD - LOOKING STATEMENTS . T HE RI