Valiant Communications Limited · BSE:VALIANT
Valiant Communications — Investor Presentation (April 2025)
31 slides from Valiant Communications's investor presentation, Apr 3, 2025
Slide 1: Valiant Communications Limited – BSE Filing Cover Letter
. ,• ' . Valiant Communications Limited ·....... ~ {iff:~~:~.:L:\. fAn ISO 9001 :2015 and ISO 14001 :2015 Certified Company) Regd . Office: 71/l, Shivaji Marg, New Delhi 110015, India ..•... .•·.·;:.. VALIANT Corporate Identity No. : L7 4899 DL 1993 PLC056652 I GSTIN : 07 AAA CV 4250G 1ZJ T : +91-11
Slide 2: Investor Presentation
INVESTOR PRESENTATION Valiant Communications Limited COMPILATION OF BUSINESS UPDATES WITH KEY HIGHLIGHTS Released on 03/04/2025 1 ©Valiant Communications 2025
Slide 3: Index
INDEX ABOUT VALIANT COMMUNICATIONS ………………………………. 3 COMPETITIVE EDGE ………………………………………………….. 19 MANAGEMENT TEAM ………………….......................................... 4 MARKET OPPORTUNITY JOURNEY | EVOLUTION + FOOTPRINT (1994-2025) ..……….. 5 • TRANSITION IN POWER .………………………………. 20 GENERAL PROFILE ..……………………
Slide 4: About Valiant Communications
ABOUT VALIANT COMMUNICATIONS ➢ Incorporated in 1994 ➢ Manufacturer of Communication, Transmission, Protection, Synchronization, NAS & Data Storage Servers, and Cyber Security solutions ➢ Installations in over 110 countries, worldwide ➢ Offices in USA, UK, Canada, and India ➢ Regional distributor pre
Slide 5: Management Team
MANAGEMENT TEAM Mr. Inder Mohan Sood Managing Director & CEO Mr. Davinder Mohan Sood Executive Whole-time Director & CFO Mr. Gaurav Mohan Sood Executive Whole-time Director Mr. Subhash Kumar Mehta Independent Non-Executive Director Mr. Anil Tandon Independent Non-Executive Director Ms. Sanjna Aggarw
Slide 6: Journey | Evolution + Footprint (1994-2025)
JOURNEY | EVOLUTION + FOOTPRINT (1994-2025) Focus on Export Only 1994 1995 1995 1998 2012 Incorporation Collaboration with Public Registration with STPI Products introduced for power utilities Vanguard Communications, Listing as Export Oriented Unit for export market only USA 2025 2024 2017 Recorded
Slide 7: General Profile
GENERAL PROFILE Market Capitalization * Shareholding Pattern (as on 31st December 2024) ₹ 297.95 (In Cr.) * As on 31st March 2025 Existing Share Capital: ₹ 7,62,80,600 5.02 1.69 Promoter and Promoters' Group 41.83 Mutual Funds and FIs Foreign Portfolio Investors Face Value: ₹ 10 /- Bodies Corporate
Slide 8: Business Verticals
BUSINESS VERTICALS POWER & IT/OT & TIME & FREQUENCY DATA STORAGE CYBER SECURITY UTILITIES COMMUNICATION SYNCHRONIZATION › Power Sector › Data Diodes › NAS › Cyber Security for › GPS/GNSS/NavIC Infrastructure - critical infrastructure Time Servers Transmission, › MPLS Routers • Ransomware sector,
Slide 9: Power & Utilities
POWER & UTILITIES CURRENT EMERGING TECHNOLOGIES TECHNOLOGIES ➢ Grid Islanding & WAMS ➢ Teleprotection (Distance Protection) E1, Emerging Optical C37.94, IP/MPLS, IEC 61850 GOOSE POWER & ➢ Phasor Measurement Unit ➢ IEEE C37.94 Differential UTILITIES (PMU) Ready-to-deploy Protection communication s
Slide 10: IT/OT & Communication
IT/OT & COMMUNICATION COMMUNICATION CURRENT EMERGING TECHNOLOGIES TECHNOLOGIES ➢ Data Diode equipment ➢ IT/OT end-to-end communication and Ready-to-deploy transmission solutions. ➢ IP/MPLS Routers IT/OT & ➢ L2/L3 Industrial Switches COMMUNICATION (Up to 10G Interfaces) ➢ SDH/SONET Multiplexers Re
Slide 11: Data Storage
DATA STORAGE CURRENT EMERGING TECHNOLOGIES TECHNOLOGIES ➢ SAN Emerging ➢ Ransomware resilient NAS with Quantum Safe Encryption ➢ EMP Protected Data Storage Emerging ➢ Network Management DATA STORAGE System ➢ NAS 10 ©Valiant Communications 2025
Slide 12: Cyber Security
CYBER SECURITY CURRENT EMERGING TECHNOLOGIES TECHNOLOGIES ➢ Quantum safe cryptography ➢ Network intrusion detection Ready-to-deploy ➢ Network isolation solution with automatic CYBER SECURITY failover ➢ RTU Transparent Firewall ➢ 1G/10G Network Firewalls 11 ©Valiant Communications 2025
Slide 13: Time & Frequency Synchronization
TIME & FREQUENCY SYNCHRONIZATION CURRENT TECHNOLOGIES ➢ Grid synchronization including Time & Frequency solutions (NTP, PTP, GPS/GNSS/NavIC) ➢ GPS/GNSS Primary Reference Clocks (ITU-T G.811) ➢ NTP Time Servers with 1G/10G Interface options 12 ©Valiant Communications 2025
Slide 14: Power Product Portfolio
POWER PRODUCT PORTFOLIO VCL IP/MPLS Routers Teleprotection over E1, C37.94, MPLS/IP, IEC-61850 • VCL-MX-5010-R: MPLS Router GOOSE • VCL-MX-5020-R: MPLS Router • VCL-TP, Teleprotection IEEE C37.94 Optical Fiber • VCL-MX-5040-R: MPLS Router • VCL-TP, Teleprotection over E1, 2.048Mbps (SDH) Link • VCL-
Slide 15: Cyber Security Product Portfolio
CYBER SECURITY PRODUCT PORTFOLIO Cyber Security Solutions Router with Enhanced Security • VCL-2143: Network-MouseTrαp • VCL-MX-5010-R-ES, Router with Enhanced Security • VCL-2702: Network Isolation (Kill) Equipment • VCL-MX-5020-R-ES, Router with Enhanced Security • VCL-5052/5054: Network Isolation
Slide 16: Time & Frequency Product Portfolio
TIME & FREQUENCY PRODUCT PORTFOLIO GPS / GNSS, Primary Reference Clocks (ITU-T G.811) Time Distribution, IRIG-B, 1PPS, RS-232 / RS-485 • VCL-2145-LC PRC (ITU-T G.811) • VCL-2486-G, GPS Receiver: Time Distribution Unit • VCL-2145-D: GPS/GNSS (1+1), PRC (G.811), PTP, NTP, IRIG-B • VCL-3086, IRIG-B to
Slide 17: TDM & Legacy Product Portfolio
TDM & LEGACY PRODUCT PORTFOLIO SDH with MPLS-TP & SONET Multiplexers • VCL-1400, STM-1/4/16/64 SDH Multiplexer with MPLS-TP • VCL-1400, SONET Multiplexer with MPLS-TP IP over TDM / Ethernet over TDM (E1, T1, E3, • STM-1, 63 E1 (Optical / Electrical) Add-Drop SDH Multiplexer DS3, STM-1/4/16/64) • STM
Slide 18: Prestigious Reference Customers
PRESTIGIOUS REFERENCE PRESTIGIOUS REFERENCE PRESTIGIOUS REFERENCE CUSTOMERS CUSTOMERS CUSTOMERS End-users, using VCL equipment End-users, using VCL equipment ABB Siemens Schneider Electric Power Grid Turkish Electricity Larsen & Toubro (PGCIL) Company Limited Perusahaan Vietnam D e f e ns e C o m m
Slide 19: Track Record
TRACK RECORD NATIONAL INTERNATIONAL T&D Cyber Security Highest Nuclear Grid Oil & Gas Rohde & European Swiss Federal functional Power Controller Schwarz Power Nuclear Aviation 765kv Plant Utility Grid Administration substation *All Trademarks and Logos are the property of their respective owners. 18
Slide 20: Competitive Edge
COMPETITIVE EDGE Make In India Qualified 'Class 1 Home grown Price advantage Global customer Local Supplier’ technology base base 19 ©Valiant Communications 2025
Slide 21: Market Opportunity: Transition in Power
MARKET OPPORTUNITY TRANSITION IN POWER GLOBAL DEMAND DOMESTIC DEMAND (INDIA) 50 3,60,000 3,40,000 Thousand TWh 40 3,20,000 3,00,000 MW 2,80,000 30 Projected 2,60,000 Demand Demand 2,40,000 20 2,20,000 2,00,000 10 2010 2020 2030 2040 2050 Source: IEA Source: CEA • > 60% increase in electricity demand
Slide 22: Market Opportunity: Data Storage Industry Size
MARKET OPPORTUNITY DATA STORAGE INDUSTRY SIZE DATA CONSUMPTION DATA CENTER SPENDING 200 450 Spending (USD Data Volume 150 350 Data center Billion) (ZB) 100 250 Data Volume 50 150 0 50 Source: ResearchGate Source: Gartner • Data is projected to exceed 200 zettabytes by 2025 • Spending fueled by gener
Slide 23: Opportunity Scale
OPPORTUNITY SCALE $100B $305B Legacy, Contemporary, Emerging technologies Cyber Security market size was valued at including MPLS Router product market size is $149.67 billion in 2019 and is projected to valued at > $50 billion in 2019 and is projected to reach $304.91 billion by 2027 reach > $ 100
Slide 24: VCL Order Book
VCL ORDER BOOK › During the recent ended quarter Q3-FY2024-25, Valiant has witnessed a drop in Revenue because of delay in the order intake process. The Management believes that the fall in revenue is this quarter-specific only. › As disclosed in recent filings, Valiant has received Revenue Vs. Gros
Slide 25: Financial Performance (Stand-alone)
FINANCIAL PERFORMANCE At Stand-alone Level (in ₹ Lacs) QUARTERLY REVENUE EBITDA 1315 1360 1268 1220 1083 432 461 444 953 876 878 809 272 758 232 162 180 184 507 113 70 373 12 313 323 -30 223 -72 -31 -86 Q1- Q3- Q1- Q3- Q1- Q3- Q1- Q3- Q1- Q3- Q1- Q3- Q1- Q3- Q1- Q3- 2122 2122 2223 2223 2324 2324 CY
Slide 26: Financial Performance (Consolidated)
FINANCIAL PERFORMANCE At Consolidated Level (in ₹ Lacs) QUARTERLY REVENUE EBITDA EBIDTA 461 444 1331 1366 1272 432 1227 481 1110 440 936 966 399 903 836 272 787 232 524 162 180 184 243 253 380 332 348 113 172 177 260 153 70 12 106 Q1- -30 Q3- -31 Q1- 33 10 Q3- Q1- Q3- Q1-CY Q3-CY 11 Q1- Q3- Q1- Q3-
Slide 27: Ratios
RATIOS At Stand-alone Level At Consolidated Level Particulars FY 2022-2023 FY 2023-2024 Particulars FY 2022-2023 FY 2023-2024 Current ratio (in times) 8.86 4.84 Current ratio (in times) 9.49 5.41 Inventory Turnover (in times) 2.90 1.96 Inventory Turnover (in times) 2.94 2.04 Debt-Equity ratio (in ti
Slide 28: Balance Sheet (Stand-alone)
BALANCE SHEET Stand-alone Balance Sheet (in ₹ Lacs) Particulars As at 30-09-2024 As at 31-03-2024 Particulars As at 30-09-2024 As at 31-03-2024 ASSETS EQUITY AND LIABILITIES Non-current assets Equity (a) Property, plant and equipment 692.27 629.17 (a) Equity share capital 762.81 762.81 (b) Other int
Slide 29: Balance Sheet (Consolidated)
BALANCE SHEET Consolidated Balance Sheet (in ₹ Lacs) Particulars As at 30-09-2024 As at 31-03-2024 Particulars As at 30-09-2024 As at 31-03-2024 ASSETS EQUITY AND LIABILITIES Non-current assets Equity (a) Property, plant and equipment 692.27 629.17 (a) Equity share capital 762.81 762.81 (b) Other in
Slide 30: Cautionary Statement
CAUTIONARY STATEMENT The future-outlook statements given above are forward looking and are based on the currently held beliefs and assumptions of the management of the Company, which are expressed in good faith and, in their opinion, reasonable and must not be distributed, published or reproduced. F
Slide 31: Thank You for your attention
Thank You for your attention For more details visit us at our Website at www.valiantcom.com U.K. U.S.A. INDIA Valiant Communications (UK) Ltd Valcomm Technologies Inc. Valiant Communications Limited 1, Acton Hill Mews, 4000 Ponce de Leon, Suite 470 71/1, Shivaji Marg, 310-328 Uxbridge Road, Coral Ga
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