Cadsys (india) Ltd. · NSE:CADSYS
Cadsys (india) — FY2019-20 Earnings Presentation
17 slides from Cadsys (india)'s earnings presentation, Jun 25, 2020
Slide 1: Investor Presentation: Review of Financial Results FY 2019-20
INVESTOR PRESENTATION Review of Financial Results FY 2019-20
Slide 2: Disclaimer
Disclaimer This document contains certain forward-looking statements/details in the current scenario, which is extremely dynamic and increasingly fraught with risks and uncertainties. Actual results, performances, achievements or sequence of events may be materially different from the views expresse
Slide 3: Review Items
Review Items § Financial Snapshot § Products and Services § Operational Highlights § Operational challenges & Risk Mitigation § Industry Outlook 3
Slide 4: Financial Snapshot
Financial Snapshot Statement of Profit & Loss (Figures In lakhs) 2019-20 2018-19 H2 as on H2 as on H1 as on Particulars (For 12 Months) (For 12 Months) 31-03-2020 31-03-2019 30-09-2019 Revenue ₹ 4,272.26 ₹ 5,338.32 ₹ 1,926.72 ₹ 3,099.37 ₹ 2,345.54 Total Expense ₹ 4,383.61 ₹ 3,826.14 ₹ 2,258.67 ₹ 2,4
Slide 5: Products and Services
Products and Services Flagship Product Key Services § GIS – Telecom, Asset Mapping. ExploreGIS § End to end Fiber and Coax design. § Software – Development, IoT AI Tool for Field Solutions, Web/Mobile and data collection tools Cloud Solutions. § Smart and efficient route planning tool. § Infrastruct
Slide 6: Operational Highlights
Operational Highlights Gained leadership position in 5G deployment Developed exceptional software Our solution is well received in the to deploy 5G networks. marketplace. 6
Slide 7: Major Contracts and Milestones
Ø Major Contracts and Milestones Bagged IDIQ (indefinite delivery and indefinite quantity) contract for 5G roll out. The contract value is undeterminable in the current situation but has a potential of over $ 20MM over 2 to 3 years. Strategic partnership with Interprise partners – a private equity f
Slide 8: Operational Challenges – Visa Rejections
Ø Operational Challenges – Visa Rejections Shortage of onsite resources Significant restrictions on US Visa and large number of visa rejections limited the deployment of resources onsite to execute the projects. Increase in Operational Costs Insufficient skill and experienced resources in the US mar
Slide 9: Covid Impact
Ø Covid Impact Cadsys had undertaken to perform 100% of the work in secure ISO 27001 certified facility. Cadsys had to renegotiated the contracts to allow Work from Home. Promptly enabled WFH facility - Currently 90% of the staff are working from home. Fielding Challenges • Due to social distancing
Slide 10: Risk Mitigation
Risk Mitigation Tied up with US Government owned Skill Development institutes to impart training free of charge. Provided PPE equipment to fielders going to residential homes for work. Worked with Government to get passes to work from office during lock down. US Government awarded Grant of USD $ 355
Slide 11: Restructuring work environment
Ø Restructuring work environment § Creative design for post Covid Environment § Phone at every desk to minimize human contact § WFH Simulation rooms with no AC/UPS § Meeting rooms equipped with large TV and contact less operationEvery workstation will be connected by Fiber for high speed communicati
Slide 12: Industry Outlook
Industry Outlook Promising outlook as per research data and analysis pertaining to the key Industry sector Telecommunications, which held the largest market share by Telecommunications application in 2016, should remain the market leader through 2024. Fiber Glass optical fiber, the most widely used
Slide 13: Global 5G Addressable Opportunities
Ø Global 5G Addressable Opportunities *Source – Ericsson and Arthur D. Little 13 https://www.ericsson.com/assets/local/5g/the-5g-for-business-a-2030-compass-report-2019.pdf
Slide 14: Estimated 5G Market Size
Ø Estimated 5G Market Size Regional Split - 5G-enabled B2B opportunity across 10 industries including Energy & Utilities and the pandemic is accelerating this deployment. *Source - https://www.ericsson.com/assets/local/5g/the-5g-for-business-a-2030-compass-report-2019.pdf 14
Slide 15: Industry Outlook Post COVID
Ø Industry Outlook Post COVID Several industry experts reckon - COVID has positive impact on our services 15
Slide 16: Positioned uniquely in post Covid Environment
Ø Positioned uniquely in post Covid Environment Growth forecast of our services post Covid § Increased Work from Home § Increased usage of technologies like IoT and AI § Faster cloud adoption § Increased demand for eLearning, Telemedicine 16
Slide 17: Thank You
THANK YOU ‘© CADSYS (INDIA) LIMITED