Aurionpro Solutions Limited · NSE:AURIONPRO
Aurionpro Solutions — Investor Day (June 2023)
11 slides from Aurionpro Solutions's investor day presentation, Jun 14, 2023
Slide 1: Filing cover letter to BSE and NSE
June 14th, 2023 BSE Limited National Stock Exchange of India Ltd, PJ. Towers, Dalal Street Exchange Plaza, Bandra Kurla Complex, Mumbai-400001 Bandra (East), Mumbai -400051 Script Code: 532668 Script Code: AURIONPRO Dear Sir/ Madam, Sub: Investor Presentation - June 2023 Dear Madam/Sir, Pursuant to
Slide 2: Investor & Analyst Day 2023
Investor & Analyst Day 2023 14 June 2023
Slide 3: Our Journey
Our Journey Revenue Evolving Key Divestments through an INR 100 Million Growing at a Sale of: era of in 2005 CAGR of 26%+ IDM Business to KPMG, Platform Cyber Security Business to shifts Built foundation for a ForcePoint, and INR 6,590 decade of high growth Demerger of business to Trejhara Million 1
Slide 4: Aurionpro Today
Aurionpro Today Globally competitive IP Global presence across Best Technology Brand – 14+ countries ET Best Tech Brands 2022 Recognized as a global leader 25+ years of experience 2,000 + Associates in Credit Lending Operations as per Chartis’ RiskTech Quadrant, 2022 India Technology Dominant player
Slide 5: Strategic Pivot
Strategic Pivot Core Theses Strategic Choice for Aurionpro IT services business can't Center the business around differentiated IP Assets sustain its margins long term Core theses Single product business will be high risk, with lumpy Build a portfolio of multiple IP Assets driving our revenue stream
Slide 6: Value creation focus
Value creation focus Tier-1 Global IP Long demand CLO, TB, Collateral, limits, runway Digital Bkg, Transit TAM: $11 Bn Focus Platform Services Segment IP Centric Services, DC & Hybrid Cloud, G2G TAM: $27 Bn Ability to Contested build Tier-1 leadership product Convergence Platforms: Ecosystem Leverag
Slide 7: Milestones: Vision 2030
Vision 2030 Re-focus & Build Consolidate & Grow Global Contender 2020-2022 2023 - 2026 2027-2030 Scale Ready N Scaled up Global Market Ready Contender in Chosen Building a Milestones Platform Services Segments Global Products Build IP Assets & Platforms Simplify Leader 2020 2030 • Carve-out or close
Slide 8: 4 Strategic Bets
4 Strategic Bets Leveraging four key strategies to create a scaled up global business Transformation of Smartification of Digitization of Co-Engineering IP Corporate banking Mobility India With Global ISVs • Corporate Loan Origination • Open Loop Payments • Smart Mobility • Co-developed solution wit
Slide 9: Financial metrics
From 2005 – 2023 700 CAGR 26% 600 500 400 FY 23 – YoY revenue growth @ 300 31% 200 100 Financial FY 23 - YoY growth 0 * INR crores 2020-21 Revenue 2021-22 EBITDA 2022-23 PAT EBITDA @30%+ PAT @35%+ metrics FY 23 - Debt Equity Ratio @ 0.14; 250 200 ROE @20%; ROCE @ 25% 150 100 50 11 quarters of 0 cons
Slide 10: Management Goal: Top quartile across key metrics
Management Goal: Top quartile across key metrics Revenue Growth Rate EBITDA Margin @ @ 25%-30% per annum 20%+ Spend consistently on PAT margin @ 15%+ R&D at 7-8% Long-term Goals 75% of in-year growth Maintain ROCE at from existing base 25%+
Slide 11: Right to Grow
Right to Grow World-class IP Large TAM Right Headroom for growth to Readiness for scale grow