Asm Technologies Ltd · BSE:ASMTEC
Asm Technologies — Q2 FY2023 Earnings Presentation
33 slides from Asm Technologies's earnings presentation, November 2022
Slide 1: Q2FY23 Quarterly Presentation
Q2FY23 QUARTERLY PRESENTATION November 2022
Slide 2: QUARTERLY UPDATE ABOUT THE COMPANY KEY MANAGEMENT
QUARTERLY UPDATE 01 ABOUT THE COMPANY 02 KEY MANAGEMENT 03 ASM VENTURES 04 EXPANSION 05 OUR STRATEGY 06 THE WAY AHEAD : OUTLOOK 07 FINANCIAL OVERVIEW 08 ANNEXURES 09
Slide 3: Safe Harbor
Safe Harbor This presentation has been prepared by ASM Technologies Ltd based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fair
Slide 4: Half Yearly Highlights
Half Yearly Highlights Standalone Total Revenue (In Rs. Mn.) EBIDTA( In Rs. Mn.) PAT (In Rs. Mn.) 73.6 762.5 134.0 70.4 698.5 111.8 H1FY22 H1FY23 H1FY22 H1FY23 H1FY22 H1FY23 Consolidated Total Revenue (In Rs. Mn.) EBIDTA(In Rs. Mn.) PAT (In Rs. Mn.) 1183.5 154.9 70.2 56.6 902.0 135.1 H1FY22 H1FY23 H
Slide 5: Quarterly Highlights
Quarterly Highlights Standalone Total Revenue (In Rs. Mn.) EBIDTA( In Rs. Mn.) PAT (In Rs. Mn.) 391.4 58.6 34.1 356.5 58.4 30.7 Q2FY22 Q2FY23 Q2FY22 Q2FY23 Q2FY22 Q2FY23 Consolidated Total Revenue (In Rs. Mn.) EBIDTA(In Rs. Mn.) PAT (In Rs. Mn.) 650.0 40.7 80.7 480.5 24.0 76.5 Q2FY22 Q2FY23 Q2FY22 Q
Slide 6: Quarterly Snapshot
Quarterly Snapshot Consolidated - Profit and Loss Standalone - Profit and Loss Rs mn Q2FY23 Q2FY22 Q1FY23 Rs mn Q2FY23 Q2FY22 Q1FY23 Income Income Income from Operations 634.2 477.0 509.2 Income from Operations 376.1 350.5 344.4 Other Income 15.8 3.5 24.3 Other Income 15.3 6.0 26.8 Total Income 650.
Slide 7: Recent Developments: CII Innoverge 2022
Recent Developments CII Innoverge 2022 Our Managing Director Mr. Rabindra Srikantan, was an esteemed dignitary at CII India Innovation Summit INNOVERGE – Engineering Imagination . He provided an insightful session on Innovation and opportunities in ESDM Sector – Semiconductor, Solar, and Electronics
Slide 8: Recent Developments: CII Innoverge 2022
Recent Developments CII Innoverge 2022 ASM Technologies participated in the CII India Innovation Summit INNOVERGE 2022 held on 25th to 27th August,2022.ASM Technologies participated in the 2022 (25th-27th August 2022), Source : CII India Innovation Summit Website Link : https://www.asmltd.com/news-e
Slide 9: Recent Developments: VDMA Mechanical Engineering Summit
Recent Developments VDMA Mechanical Engineering Summit ASM Technologies Ltd. Participated at 11TH VDMA Mechanical Engineering Summit. VDMA (Verband Deutscher Maschinen- und Anlagenbau – German Engineering Federation) acts as a "bridge-head" between German and Indian Industry. VDMA India is the only
Slide 10: About the Company
ABOUT THE COMPANY ASM TECHNOLOGIES
Slide 11: About the Company
About the Company ASM Technologies incorporated in 1992. Company specializes in the areas of ER&D with successful offshore development Over Three decades of experience Presence in pan India with global presence in USA, Singapore, UK, Canada, Mexico and Japan. Support Centre's in India and overseas A
Slide 12: Key Industries Serviced
Key Industries Serviced Hi-Tech/Semiconductor tools Enterprise Storage & Networking Transportation You can find us at: www.asmltd.com
Slide 13: Geographical Presence
Geographical Presence Offices – 11 Development Centres- 3 Manufacturing facilities - 2 You can find us at: www.asmltd.com
Slide 14: Key Management Pillars
Key Management Pillars Mr. M. R. Vikram Mr. Rabindra Srikantan Mr. M Lakshminarayan Chairman Managing Director Director A Chartered Accountant (ICAI) with 41 yrs. of MS in Computer Engineering and Computer M-Tech from Indian Institute of Technology, Mumbai experience Audit & Assurance Services, Bank
Slide 15: Key Management Pillars
Key Management Pillars Mr. Shekar Viswanathan Mr. Ramesh Ms. Preeti Rabindra Director Radhakrishnan Director Director A Chartered Accountant (ICAI) with 38 B.E. from the Indian Institute of Technology Masters in Commerce – University of Delhi financial services and project finance (IIT), Chennai, In
Slide 16: ASM Ventures; Key Strategic Investments
ASM Ventures ; Key Strategic Investments
Slide 17: Joint Venture: ASM-HHV Engineering
Joint Venture : ASM- HHV Engineering ASM-HHV MANUFACTURING • ASM-HHV Engineering is a 50:50 joint • India’s first state of art venture between ASM Technologies and semiconductor focused equipment Hind High Vaccum (HHV Group) manufacturing facility. EXPERTISE FACILITIES • ISO 7& ISO 8 Clean rooms • T
Slide 18: Expansion
Expansion Salem, Tamil Nadu • The company has opened a new facility in Salem, Tamilnadu in collaboration with NextWealth Entrepreneurs Pvt Ltd Whitefield, Bangalore • ASM Digital Engineering Pvt Ltd, wholly owned subsidiary of ASM Technologies has a new facility expansion at Whitefield, Bangalore. I
Slide 19: Our Strategy
Our Strategy Focus on opportunities in key Industries & verticals Employee Retaination Strategic acquisitions of companies in Niche segment and market Continuous focus towards Investment in Emerging Technologies e.g., digital tech Expand Footprint and client base with core capabilities Semiconductor
Slide 20: Way Forward
Way Forward SEMICONDUCTOR, ELECTRONIC FOCUSING ON DESIGN LED GROW DIGITAL STRATEGIC ACQUISITION SYSTEM, SUB SYSTEM, MANUFACTURING ENGINEERING BUSINESS COMPONENT You can find us at: www.asmltd.com
Slide 21: Financials Highlights
FINANCIALS HIGHLIGHTS
Slide 22: Standalone Financial Highlights
Standalone Financial Highlights REVENUE (In Rs. Mn.) EBITDA (In Rs. Mn.) 394.1 391.4 379.5 78.6 75.6 371.1 58.6 58.4 356.5 44.5 Q2FY22 Q3FY22 Q4FY22 Q1FY23 Q2FY23 Q2FY22 Q3FY22 Q4FY22 Q1FY23 Q2FY23 PAT (In Rs. Mn.) EPS 42.0 42.8 4.2 4.2 34.1 3.4 30.7 3.0 19.5 2.0 Q2FY22 Q3FY22 Q4FY22 Q1FY23 Q2FY23 Q
Slide 23: Consolidated Financial Highlights
Consolidated Financial Highlights REVENUE (In Rs. Mn.) EBITDA (In Rs. Mn.) 92.0 650.0 80.7 78.4 76.5 569.1 515.0 533.5 480.5 52.5 Q2FY22 Q3FY22 Q4FY22 Q1FY23 Q2FY23 Q2FY22 Q3FY22 Q4FY22 Q1FY23 Q2FY23 PAT (In Rs. Mn.) EPS 48.7 4.9 40.7 4.1 32.6 3.2 24.0 2.3 12.6 1.3 Q2FY22 Q3FY22 Q4FY22 Q1FY23 Q2FY23
Slide 24: Continuously Rewarding its Shareholders
Continuously Rewarding its Shareholders STANDALONE PAT (In Rs. Mn.) DIVIDEND PAID (incl ddt) (In Rs. Mn.) 90.0 126.5 131.8 70.3 33.0 31.6 18.5 10.9 FY19 FY20 FY21 FY22 FY19 FY20 FY21 FY22 DIVIDEND PAYOUT(%) 170.0% 68.0% 47.0% 25.0% FY19 FY20 FY21 FY22 You can find us at: www.asmltd.com
Slide 25: Quarterly Consolidated Profit and Loss
Quarterly Consolidated Profit and Loss Particular (INR. Mn) Q2FY21 Q3FY21 Q4FY21 Q1FY22 Q2FY22 Q3FY22 Q4FY22 Q1FY23 Q2FY23 Income Income from Operations 314.2 378.1 408 416.4 477 476.2 547.1 509.2 634.2 Other Income 1.9 10.2 7 5 3.5 38.9 21.9 24.3 15.8 Total Income 316.1 388.3 415 421.4 480.5 515 56
Slide 26: Historical Consolidated Profit and Loss
Historical Consolidated Profit and Loss Particular FY19 FY20 FY21 FY22 H1FY23 (INR. Mn) Income Income from Operations 880.3 920.1 1,373.9 1916.7 1143.3 Other Income 54.5 41.3 32.5 69.3 40.1 Total Income 934.8 961.4 1,406.4 1986.0 1183.5 Expenditure Cost of Good Sold 53.7 28.8 33.5 96.6 198.8 Employe
Slide 27: Half Yearly Snapshot
Half Yearly Snapshot Standalone - Profit and Loss Consolidated - Profit and Loss Rs mn H1FY22 H1FY23 Rs mn H1FY22 H1FY23 Income Income Income from Operations 893.4 1143.3 Income from Operations 688.2 720.4 Other Income 8.5 40.1 Other Income 10.3 42.1 Total Income 902.0 1183.5 Total Income 698.5 762.
Slide 28: Historical Consolidated Balance Sheet
Historical Consolidated Balance Sheet Particulars (mn) FY19 FY20 FY21 FY22 H1FY23 Particulars (mn) FY19 FY20 FY21 FY22 H1FY23 Share capital 50.0 50.0 100.0 100.0 103.0 Property Plant & Machinery 54.0 95.0 84.6 196.5 304.7 Other Equity 464.6 454.1 468.2 557.3 597.0 Intangible Assets 54.0 55.8 90.0 82
Slide 29: Key Ratios
Key Ratios Consolidated FY19 FY20 FY21 FY22 H1FY23 Profitability Ratios Gross Profit Margins 28.8 27.1 32.4 28.6 22.7 EBITDA Margins 11.7 6.8 14.3 14.1 13.5 EBIT Margins 11.0 3.9 12.1 12.2 10.3 EBT Margins/Pre-Tax Margins 10.2 2.0 10.0 9.3 7.6 Net Profit Margin 8.0 0.8 6.3 7.3 5.0 Return on Investme
Slide 30: CSR Activity
CSR Activity DVG Higher Primary School – OSAAT Educational Charitable Trust ASM Technologies in association with OSAAT Educational Charitable Trust is building a classroom along with benches & desks at Government DVG Higher Primary School, Mulbagal town, Kolar district, Karnataka, India as to honor,
Slide 31: CSR Activity
CSR Activity SRI SATHYA SAI SARLA MEMORIAL HOSPITAL ASM Technologies in association with Sathya Sai Sarla Memorial Hospital will support Multi Specialty Hospital dedicated with ICU oxygenated & HDU beds , Hub for medical and para medical education and training located in Muddenahalli Village, Chikka
Slide 32: Annexures
Annexures M.Cap Full (INR Cr.) 30th Sep 2022 BSE CODE BLOOMBERG CODE 602.91 11 mn Shares 526433 ASM IN Shareholding Pattern As On 30th Sept,2022 Relative Stock Price Returns vs BSE Small Cap Index Relative Stock Price vs BSE Small Cap Index 33.94 ASM Tech BSE Small Cap Index 1200 1000 717.7 800 600
Slide 33: Thank You!
Thank You! Ms.Vanishree Kulkarni Sahil Shah Company Secretary KFintech IR ASM Technologies Limited Phone: +91-8828362795 vanishree.kulkarni@asmltd.com Email: Sahil.shah@kfintech.com