Thaai Casting Limited · NSE:TCL

Thaai Casting — H2 FY25 Earnings Presentation

30 slides from Thaai Casting's earnings presentation, Jun 4, 2025

  1. Slide 1: Thaai Casting Limited - Regulation 30 Announcement Letter

    CIN: L24105TN2023PLC161105 GSTIN : 33AAKCT1984F1Z7 THAAI CASTING LIMITED Manufacturing of Aluminium Pressure Die Casting Dies, Components, a Machined Parts, Induction Hardening and Nitriding Date: 04.06.2025 To, National Stock Exchange of india Ltd. Exchange Plaza, 5th Floor, Plot No. C /1, G Block,

  2. Slide 2: Where Metal Meets Precision - H2 FY25 Investor Presentation

    Where Metal Meets Precision H2 FY25 Investor Presentation

  3. Slide 3: Consolidated Performance Scorecard

    Consolidated Performance Scorecard Half Year Ended Full Year Ended Particulars (₹ Cr) 12th June, 30th September, 31st 31st March, 2025 31st March, 2024 2023 to 31st 2024 March, 2025 March, 2024 Revenue 68.75 53.46 48.00 122.21 70.96 EBITDA 16.08 14.50 14.68 30.58 19.72 EBITDA Margin (%) 23.39% 27.12

  4. Slide 4: Standalone Performance Scorecard

    Standalone Performance Scorecard Half Year Ended Full Year Ended Particulars (₹ Cr) 12th June, 30th September, 31st 31st March, 2025 31st March, 2024 2023 to 31st 2024 March, 2025 March, 2024 Revenue 58.75 47.76 48.00 106.51 70.96 EBITDA 14.67 12.53 14.68 27.20 19.72 EBITDA Margin (%) 24.97% 26.23%

  5. Slide 5: Thaai Casting: Empowering Automotive Excellence Through Precision & Quality

    Thaai Casting: Empowering Automotive Excellence Through Precision & Quality Thaai Casting Limited (Thaai Casting, The Company) established in 2011, specializing in High-Pressure 12+ Die Casting and the precision Machining of both Ferrous and Non-Ferrous materials. The company also Years of Experienc

  6. Slide 6: Moving Forward: Milestones Of Achievement

    Moving Forward: Milestones Of Achievement ISO 45001 : 2018 Best QCD Award From Tokai Best Quality Award from Hanon ISO 14001 : 2015 Company Incorporated Tubber Auto Parts Systems BIS – Approval For PDC ISO 9001:2008 IATF 16949 : 2016 Best Vendor Award from RSB Met the rigorous standards of the SMETA

  7. Slide 7: Collaborative Success: Highlighting Esteemed Clients

    Collaborative Success: Highlighting Esteemed Clients Automotive Customers Non-Automotive Customers Direct OEM Investor Presentation 6

  8. Slide 8: Trusted By Top Brands

    Trusted By Top Brands End Customers Investor Presentation 7

  9. Slide 9: Where Precision Meets Production: State Of The Art Manufacturing Facility

    Where Precision Meets Production: State Of The Art Manufacturing Facility Investor Presentation 8

  10. Slide 10: Board Of Directors: Steering The Course Of Excellence

    Board Of Directors: Steering The Course Of Excellence Mr. Anandan Sriramulu Ms. Shevaani Anandan Mr. Sriramulu Rajasekar Mr. Chinraj Venkatesan Chairman and Managing Whole Time Director Ramakrishnan Whole Time Director Director Whole Time Director Mr. Narenkumar Mandepudi Mr. Achaya Kumarasamy Mr. G

  11. Slide 11: Precision Under Pressure: High-Pressure Die Casting

    Precision Under Pressure: High-Pressure Die Casting High Pressure Die Casting • High-pressure die casting (HPDC) is a manufacturing technique employed to create intricate metal parts by injecting molten metal into a metal Mold cavity at elevated pressure. • Ideal for mass production, this process en

  12. Slide 12: Metals Refined: Ferrous & Non-ferrous Machining

    Metals Refined: The Precision Artistry Of Ferrous & Non-ferrous Machining Machining Of Ferrous & Non - Ferrous Non-Ferrous Machining Capabilities Ferrous Machining Capabilities Computer Numerical Control (CNC) Machining for VTL (Vertical Turning Lathe) Setup Non-Ferrous Parts VTLs excel in heavy-dut

  13. Slide 13: Metallurgical Mastery: Induction Heating & Quenching

    Metallurgical Mastery: Induction Heating & Quenching Induction Heating And Quenching In the dynamic realm of automotive engineering, precision and robustness are key. Automotive parts must endure harsh conditions while offering excellent performance. A pivotal method in this endeavor is induction ha

  14. Slide 14: Gas Nitriding: A Major Milestone

    Gas Nitriding: A Major Milestone Gas Nitriding • Gas nitriding is a thermochemical surface treatment process that diffuses nitrogen into the surface of a metal to create a hard, wear-resistant layer. This process is essential for enhancing the performance and longevity of critical components, such a

  15. Slide 15: Focus on High-Precision Gears & Planetary Carriers

    Focus on High-Precision Gears & Planetary Carriers Gear shaping • Gear shaping machines are vital in manufacturing high-precision gears. They use a cutting tool that reciprocates up and down while rotating in synchronization with the gear blank. • The precision ensures high-quality gears suitable fo

  16. Slide 16: Innovation In Metal: A Comprehensive Look At Product Portfolio

    Innovation In Metal: A Comprehensive Look At Product Portfolio Engine Mounting Support Brackets Engine Mounting Support Brackets Transmission Mounts End Use End Use End Use Engine Base Mounting For Cars Anti Vibration Component (Damper Device) Anti Vibration Component (Damper Device) For Cars For Ca

  17. Slide 17: Innovation In Metal: A Comprehensive Look At Product Portfolio

    Innovation In Metal: A Comprehensive Look At Product Portfolio Armature – Steering Wheel Electrical Connectors YFG Base Frame RHD / LHD End Use End Use End Use Steering Wheels For Cars Instrumental Device For Non-Automobile OVRM (Outside Rear View Mirror) Component Investor Presentation 16

  18. Slide 18: Innovation In Metal: A Comprehensive Look At Product Portfolio

    Innovation In Metal: A Comprehensive Look At Product Portfolio Top Cover & Housing Joint Flangs Guide Shoe End Use End Use End Use EV Bus Battery Box Components For Cooling Device Car Radiator Used For Escalator & Elevator Investor Presentation 17

  19. Slide 19: Product Transitioned to SOP (Start of Production)

    Product Transitioned to SOP (Start of Production) Rear Housing Clutch Housing Gear Box Housing End Use Gear Box Assembling Investor Presentation 18

  20. Slide 20: Product Transitioned to SOP (Start of Production)

    Product Transitioned to SOP (Start of Production) Rack Housing End Use Gear Box Assembling Investor Presentation 19

  21. Slide 21: Thaai Casting's Order Book Expansion

    Thaai Casting’s Order Book Expansion New Order Wins Long-term Stable segment Value Sector Execution Value Sector Execution visibility and with medium- Automotive timeline Building and timeline ₹ 126.53 Cr components 60 to 80 months sustained ₹ 12.43 Cr architectural 36 to 48 months term revenue dema

  22. Slide 22: Consolidated Key Financial Highlights

    Consolidated Key Financial Highlights Total Income EBITDA PAT EBITDA % PAT % 30.58 29.12 123.10 26.49 25.17 25.02 90.69 15.10 13.70 12.36 49.12 11.06 10.26 8.98 5.04 FY23 FY24 FY25 FY23 FY24 FY25 FY23 FY24 FY25 All Amount In ₹ Cr & Margins In % Investor Presentation 21

  23. Slide 23: Consolidated Profit & Loss Statement

    Consolidated Profit & Loss Statement In ₹ Cr Particulars FY25 FY24 FY23 Net Sales 122.21 90.55 48.96 Other Income 0.89 0.14 0.16 Total Income 123.10 90.69 49.12 Raw Material costs 62.09 45.52 29.96 Employee Cost 9.19 5.24 5.46 Other Expenses 21.24 13.44 1.34 Total Expenditure 92.52 64.20 36.75 EBIDT

  24. Slide 24: Balance Sheet

    Balance Sheet In ₹ Cr Equities & Liabilities FY25 FY24 FY23 Assets FY25 FY24 FY23 Equity 23.13 23.13 16.17 Non-Current Assets Reserves 60.17 49.11 0.00 Fixed Assets 103.10 65.28 27.14 Net Worth 83.30 72.24 16.17 Other Non Current Financial Assets 0.00 0.00 3.66 Minority Interest 1.85 0.00 0.00 Long-

  25. Slide 25: Key Ratios

    Key Ratios (In %) (In %) ROE ROCE 40.10 24.12 18.96 19.47 13.27 13.08 FY23 FY24 FY25 FY23 FY24 FY25 (In Times) (In Times) Debt to Equity Interest Coverage 1.85 6.01 1.12 4.10 3.75 0.63 FY23 FY24 FY25 FY23 FY24 FY25 Investor Presentation 24

  26. Slide 26: Key Ratios

    Key Ratios (In Times) (In Times) Current Ratio Fixed Asset Turnover Ratio 2.08 1.80 1.39 1.36 1.19 1.03 FY23 FY24 FY25 FY23 FY24 FY25 (In ₹) (In ₹) Earnings Per Share Book Value 6.40 36.01 31.23 4.78 2.96 9.51 FY23 FY24 FY25 FY23 FY24 FY25 Investor Presentation 25

  27. Slide 27: Stock Data

    Stock Data NSE | ISIN: INE0QJL01014 As on 03-06-2025 Share Holding Pattern As on March-2025 Promoter & Share Price (₹) 90.50 Promoter Group Public Market Capitalization (₹ Cr) 209.32 36.42 No. of Shares Outstanding 2,31,29,600 63.58 Face Value (₹) 10 52 Week High-Low (₹) 248.30 - 77.15 Investor Pres

  28. Slide 28: Investment Rationale

    Investment Rationale Strong Market Position in Auto Components Proven Expertise and Certifications Thaai Casting specializes in high-precision pressure With over 12 years of operational experience, die casting and machining for both ferrous and non- the company boasts ISO/IATF 16949:2016 ferrous mat

  29. Slide 29: Group Structure & Location

    Group Structure & Location Thaai Casting Limited A-20,Sipcot Industrial Park, 7th Cross Street, Pillaipakkam, Sriperumbudur, Tamil Nadu – 602 105 Wholly Owned Subsidiary SIMTECH CNC Thaai Induction & Nitriding Pvt. Ltd. S-27, Sipcot Industrial Park, Shed No. 33, Second Main Road, SIDCO 7th Cross Str

  30. Slide 30: Thank You

    Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Thaai Casting Limited, (The Company) solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities & shall not form t

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