Uravi Defence And Technology Limited · NSE:URAVIDEF
Uravi Defence And Technology — Q4 FY25 Earnings Presentation
43 slides from Uravi Defence And Technology's earnings presentation, Jun 11, 2025
Slide 1: Submission of Investor Presentation to NSE and BSE
Date: 11 June 2025 To, National Stock Exchange of India Limited BSE Limited. Exchange Plaza, C-1, Block G, Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex, Dalal Street, Fort, Bandra (East), Mumbai – 400 051 Mumbai – 400 001 NSE Symbol: URAVIDEF Scrip Code: 543930 Through NEAPS Portal Through BSE Li
Slide 2: Uravi Defence & Technology Ltd. Q4 FY25 Investor Presentation
URAVI DEFENCE & TECHNOLOGY LTD. Q4 FY25 Investor Presentation
Slide 3: Safe Harbor
Safe Harbor This presentation, along with its accompanying slides (hereafter referred to as the “Presentation”), has been compiled by Uravi Defence and Technology Limited (Uravi, or "the Company") for informational purposes only. It does not constitute an offer, recommendation, or invitation to purc
Slide 4: Q4 Financial Highlights
Q4 Financial Highlights
Slide 5: Q4 FY25 Standalone Key Financial Metrics
Q4 FY25 Standalone Key Financial Metrics Total Revenue (In ₹ Cr) EBITDA (In ₹ Cr) & EBITDA Margins (%) PAT (In ₹ Cr) & PAT Margins (%) 11.33 4 25. 00% 3.5 1 6.84% 7.0 0% 9.36 19.44% 20. 00% 0.9 3 5.83% 6.0 0% 17.03% 0.8 5.0 0% 0.7 0.64 2.5 0.61 15. 00% 0.6 1.93 4.0 0% 1.82 2 0.5 3.0 0% 10. 00% 0.4 1
Slide 6: Q4 FY25 Profit & Loss Statement (Standalone)
Q4 FY25 Profit & Loss Statement (Standalone) Particulars Q4 FY25 Q4 FY24 YoY Growth (%) Revenues 9.11 11.08 Other Income 0.25 0.25 Total Income 9.36 11.33 -17.39% Raw Material Expenses 3.80 5.18 Employee Benefits Expense 1.48 2.52 Other Expenses 2.26 1.70 Total Expenditure 7.54 9.40 EBITDA 1.82 1.93
Slide 7: Q4 FY25 Consolidated Key Financial Metrics
Q4 FY25 Consolidated Key Financial Metrics Total Revenue (In ₹ Cr) EBITDA (In ₹ Cr) & EBITDA Margins (%) PAT (In ₹ Cr) & PAT Margins (%) 4 25. 00% 11.73 3.5 20. 00% 1 8.0 0% 3 17.73% 7.11% 0.9 7.0 0% 0.81 0.8 2.5 15. 00% 6.0 0% 12.62% 2.08 0.7 2 5.0 0% 0.6 10.38 10. 00% 0.5 4.0 0% 1.31 1.5 3.09% 0.4
Slide 8: Q4 FY25 Profit & Loss Statement (Consolidated)
Q4 FY25 Profit & Loss Statement (Consolidated) Particulars Q4 FY25 Q3 FY25 QoQ Growth (%) Revenues 11.40 10.02 Other Income 0.33 0.36 Total Income 11.73 10.38 13.01% Raw Material Expenses 5.41 5.36 Employee Benefits Expense -1.07 2.34 Other Expenses 5.31 1.37 Total Expenditure 9.65 9.07 EBITDA 2.08
Slide 9: Company Overview
COMPANY OVERVIEW
Slide 10: About The Company
About The Company Uravi Defence and Technology Limited, formerly known as Uravi T and Wedge Lamps Limited, is a distinguished manufacturer specializing in high-quality automotive lighting solutions under its flagship brand, UVAL. With over 15 years of industry experience, the company serves both Ori
Slide 11: Key Facts & Figures
Key Facts & Figures 20+ Years Of Experience ₹35 Cr Current Order Books Of SKL India Pvt. Ltd 50+ Products Available Manufacturing plants are spread across 4,000 Sq.Mtrs of land 150+ Dealers Across India SKL’s Manufacturing Unit is of 3 Manufacturing Units 10,000 sq. ft in MIDC, Navi Mumbai. One of t
Slide 12: Journey So Far
Journey So Far 2004 2005-2010 • 2011-2015 2018 • 2022-2025 Company was Set up for production line • Received R10W & P21/5W lamps Got listed • Company set up its third incorporated as of T-10 lamps at Rabale approval from BAJAJ Auto Ltd. on the NSE manufacturing unit in Kathua. Uravi T and MIDC, Navi
Slide 13: Key Customers
O Key Customers @\ PUVA) SS BAIA ROYAL ENFIELD “iD Mahindra ee TVS ® yz Hero @ YAMAHA ASHOK LEYLAND Fees yourtear «le TATA MOTORS i Fivereriae i SHE RED ZBI
Slide 14: Business Overview
BUSINESS OVERVIEW
Slide 15: Business Verticals
Business Verticals Verticals UVAL Lighting The Future SKL India Pvt Ltd 14
Slide 16: Uravi's - Product Portfolio
Uravi’s - Product Portfolio Automobile Lamps Automobile Led Lamps House Led Filament Lamps Incandescent Halogen Head Head Lamps Lamps Stop, Tail & Indicators (Signaling) Lamps Wedge Base Lamps Wedge Base (for dashboard & Lamps Holders indicators light) & Silicon Caps Specializes in manufacturing hig
Slide 17: Manufacturing Facilities
Manufacturing Facilities In FY25, the company operated at 57% of its total plant capacity, resulting in the production of approximately 10.55 crore bulbs Product Particulars FY23 FY24 Unit-I Installed capacity(Nm 113 70 (Bhiwandi) Units/year) Utilization capacity(%) 59% 72% Unit- Installed capacity(
Slide 18: Segment Wise Revenue Breakup
Segment Wise Revenue Breakup FY23 FY24 FY25 2% 2.70% 0% 1.10% 0.65% 0.56% 2.12% 2.74% 2.01% 94.08% 96.61% 95.81% OEM Aftermarket Export Other OEM Aftermarket Export Other OEM Aftermarket Export Other Particulars FY23 FY24 FY25 OEM (%) 96.61 95.81 94.08 Aftermarket (%) 2.74 2.01 2.70 Export (%) 0.65
Slide 19: Way Forward Of Uravi
Way Forward Of Uravi Strengthening Core Business • Deepen existing OEM relationships while approaching Global Market Expansion new clients • Develop new lighting solutions for evolving • Strategic expansion into South automotive needs America leveraging established • Pursue strategic LED technology
Slide 20: SKL India Overview
SKL India Overview SKL India Pvt. Ltd. is a Mumbai-based engineering company established in 1994, It specializes in rugged and customized power solutions primarily for defense sector. Designs and manufactures power systems, registered with multiple DRDO units and defense companies Product Track Reco
Slide 21: Product Portfolio - SKL Indian Pvt Ltd.
Product Portfolio - SKL Indian Pvt Ltd. Power Supply Systems with ISO Combined Electrical & Hydraulic Auxiliary Power Units (APUs) Corner Canopies APU • Rugged, transportable power solutions in ISO- • Provides both electric power and hydraulic • Compact, independent power sources standard enclosures
Slide 22: Product Portfolio - SKL Indian Pvt Ltd.
Product Portfolio - SKL Indian Pvt Ltd. AMF Control Panels, Synchronizing Single & Multi-Reel Manual & MIL-Approved Gensets Panels & Distribution Panels Motorized Cable Drums • Rugged, military-grade power generators • Manage and distribute power efficiently • Heavy-duty cable management solutions •
Slide 23: Product Portfolio - SKL Indian Pvt Ltd.
Product Portfolio - SKL Indian Pvt Ltd. Portable & Canopied Hydraulic Li-Based Battery Systems & Hybrid Fabrication Power Packs Electric Power Supply Systems • Compact and self-contained systems • Efficient, reliable, and eco-friendly power • Custom metalwork and assembly • Provide reliable hydrauli
Slide 24: Segment Wise Revenue Breakup
Segment Wise Revenue Breakup FY23 FY24 FY25 5.49% 11% 9% 11.04% 11% 8.43% 6.61% 17.81% 51.46% 19.64% 74.64% 72.96% Engines Spares Power Supply Systems Others Engines Spares Power Supply Systems Others Engines Spares Power Supply Systems Others Particulars FY23 FY24 FY25 Engines 0.78 2.23 9.26 Spares
Slide 25: How SKL India Differentiate From Others
How SKL India Differentiate From Others Advanced In-House Testing Capabilities • Guarantees superior product reliability through advanced in-house testing • Multiple load benches and specialized tools for Power Systems, Gensets, and Canopies • Standard tests: High Voltage, Megger, and Continuity • D
Slide 26: SKL India's Customer clientele
SKL India’s Customer clientele 25
Slide 27: Growth Opportunities & Strategic Initiative
Growth Opportunities & Strategic Initiative A core strength of SKL lies in its advanced "silent" genset technology, delivering superior noise control levels that remain unmatched by competitors. These gensets are not only compact and space-efficient, but also engineered to perform reliably under ext
Slide 28: Way Forward SKL Indian Pvt Ltd.
Way Forward SKL Indian Pvt Ltd. With a strong ₹35 Cr order book in hand, including contracts from prestigious clients such as Larsen & To support this growth trajectory, SKL is actively Toubro, Tata Group companies, and various pursuing expansion plans, with a focus on Government of India establishm
Slide 29: Management Overview
MANAGEMENT OVERVIEW
Slide 30: Brief Profile Of The Management
Brief Profile Of The Management Mr. Niraj Gada Mr. Kaushik D. Gada Mr. Shlok K. Gada Managing Director & CEO Whotetime Director & CFO Whotetime Director • With over two decades of experience in the • He holds a Bachelor of Commerce degree from • Holds a Bachelor’s degree in Management industry, he b
Slide 31: Brief Profile Of The Management
Brief Profile Of The Management Mr. Niken Ravin Shah Mrs. Shreya Ramkrishnan Mr. Sreedhar Ramachandran Ayalur Non-Executive Independent Director Non-Executive Independent Director Non-Executive Independent Director • Holds a Bachelor’s degree in Commerce from • A qualified Company Secretary and also
Slide 32: Industry Overview
INDUSTRY OVERVIEW
Slide 33: Indian Automobile Industry
Indian Automobile Industry The Indian automobile industry is expected to achieve a turnover of US$ 300 billion by 2026 by expanding at a CAGR of 15% from its current revenue of US$ Vehicle Production In India 74 billion. (Thousand Units) 30000 The automotive components industry experienced a 11% YoY
Slide 34: Indian Defence Industry
Indian Defence Industry According to the Global Power Index, the Indian defence sector ranks fourth in terms of firepower with a score of 0.0979 (with 0.0 being the perfect score). The government has set a target of achieving defence manufacturing worth India Defence Production (in US$ Rs. 3,00,000
Slide 35: India Automotive Industry Overview
India Automotive Industry Overview Global & Indian Automotive Sector Overview (2023) Vision for 2030 • NITI Aayog's vision for India’s automotive sector by 2030 is ambitious yet • Global automobile production reached ~94 million units, with the auto achievable. The report envisions the country’s aut
Slide 36: Financials
FINANCIALS
Slide 37: Standalone Key Financial Metrics
Standalone Key Financial Metrics Total Revenue (In ₹ Cr) EBITDA (In ₹ Cr) & EBITDA Margins (%) PAT (In ₹ Cr) & PAT Margins (%) 15 25. 00% 42.68 42.23 13 4 7.0 0% 34.62 20. 00% 3.5 11 5.56% 6.0 0% 16.69% 15.95% 15.37% 3 5.0 0% 9 4.24% 15. 00% 2.5 2.37 4.0 0% 7 1.79 2 3.0 0% 10. 00% 2.52% 1.5 5 2.0 0%
Slide 38: Standalone Key Financial Metrics
Standalone Key Financial Metrics Debt to Equity (In Times) Current Ratio (In Times) ROE(%) 1.65 9.2 0.96 0.95 0.55 1.44 1.39 3.72 3.87 FY23 FY24 FY25 FY23 FY24 FY25 FY23 FY24 FY25 Book Value (In ₹) EPS (In ₹) ROCE(%) 2.31 10.09 23.91 21.3 1.62 7.22 17.31 6.20 0.79 FY23 FY24 FY25 FY23 FY24 FY25 FY23
Slide 39: Profit & Loss Statement (Standalone)
Profit & Loss Statement (Standalone) Particulars FY23 FY24 FY25 Revenues 33.91 42.00 41.34 Other Income 0.71 0.65 0.89 Total Income 34.62 42.65 42.23 Raw Material Expenses 15.49 19.57 19.92 Employee Benefits Expense 8.19 5.74 6.14 Other Expenses 5.42 10.22 9.68 Total Expenditure 29.10 35.53 35.74 EB
Slide 40: Balance Sheet (Standalone)
Balance Sheet (Standalone) Equities & Liabilities FY23 FY24 FY25 Assets FY23 FY24 FY25 Equity 11.00 11.00 11.26 Non Current Assets Reserves and Surplus 12.43 14.75 35.03 Net Worth 23.43 25.75 46.29 Fixed Assets 17.88 17.57 16.83 Non Current Liabilities Other Non Current Financial 0.17 2.32 13.55 Ass
Slide 41: Cash Flow Statement
Cash Flow Statement Particulars (In Cr.) FY23 FY24 FY25 Cash From Operations 4.73 0.63 -1.70 Cash From investments -2.39 0.00 -13.81 Cash From Financing -2.36 -0.53 17.96 40
Slide 42: Capital Market Data and Share Price
1,00,000 2,00,000 3,00,000 4,00,000 5,00,000 0 02-Apr-18 02-Jun-18 Face Value Share Price 102.15 52 Week H/L 02-Aug-18 02-Oct-18 02-Dec-18 02-Feb-19 02-Apr-19 Market Capitalization (Cr) 02-Jun-19 No of Share Outstanding (Cr) 02-Aug-19 02-Oct-19 Price Data (As on 11th April, 2025) 02-Dec-19 Capital M
Slide 43: Thank You
THANK YOU Uravi Defence and Confideleap Partners Technology Ltd. Q-6, RajLaxmi Techno Park, Sonale Village, 103-8, Lodha Eternis, MIDC, NH3 - Nashik Bhiwandi Bypass, Andheri East, Mumbai 400093 Tal: Bhiwandi Dist. Thane 421 302. India. Maharashtra, India. Phone: (91) 80877 26000 Phone: +91 85911 459
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