Bondada Engineering Limited · BSE:BONDADA
Bondada Engineering — H1 FY2024-25 Earnings Presentation
22 slides from Bondada Engineering's earnings presentation, Nov 1, 2024
Slide 1: BSE Regulation 30 disclosure cover letter
Date: November 01, 2024 The Secretary, BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai – 400 001 Scrip Code: 543971 Dear Sir/Madam, Sub: Disclosure regarding Corporate Presentation under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 of M/s. Bon
Slide 2: Earnings Presentation H1 FY 2024-25
Bondada Engineering Limited Earnings Presentation H1 FY 2024-25 www.bondada.net 01st Nov 2024
Slide 3: Inside the Presentation
Inside the Presentation • Company Information • Revenue Overview • Order Book and Ongoing Projects • Financial Highlights • Clientele • Market Statistics • Strategy and Strategic Policy • Board Members and Team
Slide 4: Company Information
Company Information Corp. Office: Bondada House, C-26, ECIL, Kushaiguda Industrial Area, Kushaiguda, Hyderabad, Telangana, 500062 Email: info@bondada.net Website: www.bondada.net Registrar & Share Transfer Agent: Kfin Technologies Ltd Tel. No.: 040-67162222. BONDADA | 543971 | INE0Q8P01029
Slide 5: Chairman's Message
Chairman’s Message Dear Stakeholders, Customers and Employees, We deeply appreciate your ongoing trust, support, and dedication as we continue to grow together. To our stakeholders, we pledge to deliver sustainable growth and value. To our customers, you are our top priority, and we will continuousl
Slide 6: Bondada Group Structure
Bondada Group Structure BONDADA ENGINEERING LIMITED Subsidiaries BONDADA E&E ATPOLE BONDADA GREEN BONDADA MANAGED BONDADA BONDADA ECOBUILD PRIVATE TECHNOLOGIES ENGINEERING PRIVATE SERVICES PRIVATE RENEWABLE ENERGY PRIVATE LIMITED LIMITED PRIVATE LIMITED LIMITED LIMITED PRIVATE LIMITED Green Building
Slide 7: Company Snapshot
600 MW ~2 GW 10+ GW Company Projects commissioned Projects in Hand Ambitious target by 2030 Snapshot Engaged in the business of 3500+ “A-” Qualified, experienced and Credit rating providing EPC and O&M services committed team across By CRISIL in telecom and solar energy technical , commercial and co
Slide 8: Revenue Composition
Revenue Composition Our historical revenue composition shows a consistent pattern due to seasonal climate effects, where revenue in H1 tends to be lower than H2. For the financial year 2022-23, our revenue was Rs. 371 Cr, and for FY 2023-24, it increased significantly to Rs. 801 Cr. When analyzing o
Slide 9: Closing Order Book
Closing Order Book Closing Order book as of FY 2022-23 at Rs. 1,364 Cr, which increased to Rs. 1,759 Cr in FY 2023-24. As of Oct’24, our order book stood att Rs. 5,342 Cr. These orders are expected to get delivered over the next 18 to 24 months. In just six months, our order book has grown significa
Slide 10: Ongoing Projects
Ongoing Projects Customer Scope of Work Segment MW (AC) MW (DC) Bal.Order Amt EPC O&M Execution Period NLC BOS Solar 50 65 81 74 7 1 Year Singareni Full EPC Solar 68 88 434 434 - 1 Year BSNL Full EPC Telecom - - 827 365 462 2 Years BSNL Full EPC Telecom - - 85 82 3 1 Year NLC BOS Solar 600 780 939 8
Slide 11: Financial Highlights
Financial Highlights Consolidated revenue figures for 801 the last two years, broken down by H1 and H2, are provided below. H1 FY 24-25 REVENUE SHARE OF SEGMENT 505 483 9% 371 32% 296 254 117 59% H1 H2 H1 H2 H1 Solar Telecom Products
Slide 12: H1 Financial Highlights
H1 Financial Highlights TOTAL REVENUE EBITDA PBT PAT 57 36 63% 160% 186% 49 142% 483 297 22 15 17 117 9 6 4 H1 FY23 H1 FY24 H1 FY25 H1 FY23 H1 FY24 H1 FY25 H1 FY23 H1 FY24 H1 FY25 H1 FY23 H1 FY24 H1 FY25 Note – Consolidated figures
Slide 13: H1 Financial Highlights
H1 Financial Highlights 11.7% 10.1% 7.4% 7.3% 7.4% 5.8% 5.1% 5.0% 3.7% EBITDA PBT PAT H1 FY23 H1 FY24 H1 FY25 Note – Consolidated figures
Slide 14: Bondada's Growth Trajectory
Bondada’ s Growth Trajectory TOTAL REVENUE EBITDA PBT 801 71 62 371 334 31 288 23 229 20 18 17 15 14 12 FY20 FY21 FY22 FY23 FY24 FY20 FY21 FY22 FY23 FY24 FY20 FY21 FY22 FY23 FY24 Note – Consolidated figures
Slide 15: Financial Highlights: Income Statement Summary
Financial Highlights Income Statement Summary YoY % Particulars H1 FY23 H1 FY24 H1 FY25 Change Revenue from Operations 116.97 295.72 480.60 Other income 0.03 1.45 2.80 Total income 116.99 297.16 483.40 63% Operating Expenses 96.30 254.55 403.19 Employee benefits expense 9.27 13.60 14.51 Other expens
Slide 16: Our Clientele
Our ae Clientele aie Ss fi Q D VW |] q D L&T Construction S e BSNL Reliance tio airtel indus “TATA RESON Conmecting India TOWERS Cpe (af vd = CFT | ype © HINDWA CO) ae RENEWABLES paradiom!T SEF MIAHACENCO Fon weieneine shapoorsaiioni PPWye 4 ASHOKA (fea8) i Built to last... since 1865 GROUP a DEVELO
Slide 17: Market Statistics
10.81 CR Total Equity Shares Market SHARE HOLDING PATTERN Statistics 28% ❖ The face value of equity shares has been changed from Rs. 10 to Rs. 2, reflecting a 5:1 split ratio, effective 4107 ₹ 5,993 CR Market Capitalization No of Shareholders as from September 2, 2024. on 25th Oct 2024 as on 01st No
Slide 18: Goal: Company Strategy and Strategic Policy
Goal The Company aims to become one of the “Top Five EPC Companies in India” by 2030 Company Strategy and Strategic Policy • Apart from Telecom and Renewable Energy Sectors, the company is planning to enter in another major sector i.e. Railways and aiming to make as big as the other two verticals. •
Slide 19: Orders in Hand
Orders in Hand Order Book as on Oct’24 Tenders in pipeline Total Rs.5342 Crs EPC Tenders submission under Rs.4302 Crs, O&M Rs.946 process. and Subsidiary Rs.93 5342 Crs 2437 Crs Order Book 5975 Crs Tenders Submitted Yet to receive the orders from respective customers
Slide 20: Board Members
Board Members Dr.Bondada Baratam Bondada Sarveswar Reddy Pasupuleti Venkata Raghavendra Rao Satyanarayana Neelima Sanivarapu Subbarao Chairman and Whole Time Director Non-Executive Director Independent Director Independent Director Managing Director And CFO
Slide 21: KMP and Senior Management Team
KMP and Senior Management Team CS Sonia Bidlan D Umamaheswara Rao MVD Prasad A Nandha Kumar A. Vara Prasad Y S Surya Murthy Sanjay Razdan Company Secretary Director – Renewable Director – Green Director – Managed Director - Ecobuild COO - Telecom COO – Solar EPC Energy Engineering Services M. Jagade
Slide 22: Thank You
Thank You Contact us to get more info Info@bondada.net Hyderabad +91-7207034662 www.bondada.net Disclaimer: This document includes forward-looking statements regarding the anticipated future events and financial performance of Bondada Engineering Limited. These statements are based on assumptions an
Bondada Engineering — H1 FY2024-25 Earnings Presentation on 6ix