Sigma Advanced Systems Limited · NSE:SIGMAADV
Sigma Advanced Systems — Q4 FY26 Earnings Presentation
29 slides from Sigma Advanced Systems's earnings presentation, June 2026
Slide 1: Sigma Advanced Systems Ltd Corporate Presentation
SIGMA ADVANCED SYSTEMS LTD Corporate Presentation | Jun 2026
Slide 2: Table of Content
Table of Content 01 Company At a Glance 02 Key Strengths & Capabilities 03 Strategic Priorities 04 Team 05 Quarter Update
Slide 3: Company At a Glance
Company At a Glance
Slide 4: Sigma Advanced System: Company Overview
Sigma Advanced System : Company Overview Tier 1 Global Aerospace & Defense player offering cutting edge products sub-systems and components with a strong domestic manufacturing base Sigma at a Glance Offerings Overview 1994 ₹413 Cr 32% 31% Created by Maxim Kulikov from the Noun Project Defence 30+ Y
Slide 5: Sigma Advanced Systems: Value Chain Play
Sigma Advanced Systems : Value Chain Play Integrated aerospace and defense player spanning the value chain from components to fully integrated products, with a global footprint Plays Across Aerospace & Defense Value Chain Indian defense ecosystem anchor Parent Entity | Founded 1994 • Defense product
Slide 6: Portfolio: Sigma - Defense Products & IP
Portfolio : Sigma - Defense Products & IP Tested and delivered high-value defense products and proprietary IP offerings Counter Drone Solutions UAVs IP SkyOS Anti Drone Infra Real-time threat visualization, Protection of critical assets like asset coordination, and nuclear plants, oil rigs, and port
Slide 7: Portfolio: Sigma - Defense Sub-systems
Portfolio : Sigma - Defense Sub-systems Deeply embedded in India’s defense ecosystem with a range of critical electronic sub-systems and build-to-spec capability Missiles Avionics Naval & Other Key Products Actuation Control Display Power Distribution Rear Servo Systems Amplifiers End-game Packages
Slide 8: Portfolio: Nasmyth – Aerospace Sub-assemblies and Components
Portfolio : Nasmyth – Aerospace Sub-assemblies and Components Tier 1 supplier to global aircraft and aero engine OEMs, with end-to-end capabilities including assemblies, fabrications, treatments, and precision machining Aero Engines Airframes Key Certifications Assemblies Heat Shields Bearing Houses
Slide 9: Key Strengths
Key Strengths
Slide 10: Global Footprint
Global Footprint Strong international presence across USA, UK, and Europe complementing domestic capability Current Revenue Split Legend Manufacturing bases 15% Future expansion Export markets 85% International India Orderbook Split 10% 90% Commercial Defence Sigma Advanced Systems Ltd 10 M u o h u
Slide 11: Global Market Access
Global Market Access Access to European Defense & Aerospace markets through AS Strategic – strategic supply chain partner operating through global OEM JVs and partnerships Operating Model Key Certifications Sigma has first right Legend on the workshare Ownership Global Market Access & Export Orderbo
Slide 12: Diversified Manufacturing Base – UK
Diversified Manufacturing Base – UK 5 decades+ manufacturing experience across multiple sites in the UK; Delegatory approvals to drive transfer of work to India Key Certifications Created by IMG visuals icons from Noun Project Created by Bahrul Ulum from Noun Project Footprint 470+ 200k+ Bulwell, GE
Slide 13: Diversified Manufacturing Base - India
Diversified Manufacturing Base - India Headquartered in Hyderabad along with an R&D center; new state-of-the-art manufacturing facility coming up in Sri City Footprint Key Certifications ~300 Created by IMG visuals icons from Noun Project FTEs across Hyderabad & Bangalore (FY27) ~150k Created by Oma
Slide 14: Diversified Manufacturing Base – India (Sri City)
Diversified Manufacturing Base – India (Sri City) A purpose-built greenfield facility - engineered for precision, scale, and audit-ready material control across the value chain GREENFIELD FACILITY Precision Machining Quality & Compliance Designed to global aerospace standards 01 CNC VMC + CNC Turnin
Slide 15: Deep-customer relationships
Deep-customer relationships Sigma’s penetration into critical programs combined with decades of co-development and high switching costs, leading to deep long-term relationships Domestic Customers Sigma Strengths Deep Relationships Multi - decade relationships marked by Created by Logisstudio from No
Slide 16: Strategic Priorities
Strategic Priorities
Slide 17: Focus is on driving growth in Core and Transformational areas
Strategic Priorities Focus is on driving growth in Core and Transformational areas, while unlocking further value through margin expansion • Building on existing capabilities, platforms, and client relationships to increase 01 Core Growth penetration and develop adjacent products & solutions • Ensur
Slide 18: Accelerated Growth: Value Chain and Geographic Expansion
Accelerated Growth : Value Chain and Geographic Expansion Combination of organic and inorganic levers to build complementary value chain capabilities presence in the large USA market Intl. US Market Expansion Export Market Access with AS Strategic (exports) USA Forging Capability Complementary Build
Slide 19: Team - Leadership with Sectoral Depth
Team - Leadership with Sectoral Depth
Slide 20: Board of Directors
Board of Directors Ensuring strategic governance and risk management Lt General B. S. Raju Amb Dr. T V Nagendra Prasad Kalyan Vijay Sivalenka, CFA Dr. Uma Garimella (PVSM, UYSM, AVSM, YSM) Non-Executive Independent Director Non-Executive Independent Director Non-Executive Independent Director Non-Ex
Slide 21: Key Management Personnel
Key Management Personnel Committed leadership with deep-experience in Aerospace and Defense sector, to drive the Sigma vision Sunil Kumar Kalidindi Cheemarla Damodar Reddy Sanjay Pukalay John Rooney Group CEO Whole Time Director, India Operations President, Defense Division President, International
Slide 22: Annexure
Annexure Inside the four entities — their roles, economics, and contribution to the Sigma platform
Slide 23: Indian Defense: Structural Growth Backed by Policy Tailwinds
Indian Defense : Structural Growth Backed by Policy Tailwinds High-Growth Industry Driven by Indigenization and Policy Support 01 India is the world’s fifth largest defence spender, but second-largest importer of Defence Production in India (USD bn) defence equipment. Structural demand tailwinds fro
Slide 24: Growth Levers Shaping the Future of Indian Defense
Growth Levers Shaping the Future of Indian Defense The Ministry of Defence has notified five indigenization lists (5,012 items), with 3,002 already indigenized. Significant opportunity remains in processed materials (e.g., Ti, SA, specialty materials), currently import-dependent. Exports : A major g
Slide 25: Aerospace: Entering a High-Growth Supercycle
Aerospace : Entering a High-Growth Supercycle 01 Global aerospace market expected to ~2x from USD 402.8 Bn (2025) to USD Aerospace Market Size (USD billion) 846.3 Bn by 2035, driven by ~7.7% CAGR. 846.3 791.8 CAGR - 734.5 Structural demand tailwinds from rising air travel, defense spending, and flee
Slide 26: Building India's leading Defence and Aerospace Company
Building India’s leading Defence and Aerospace Company 3 Decade of experience C f rem Sigma’s business over 30 years, Then Nasmyth , Capabilities, Process , ro a N t o e u d n b P y V o e je r r c ra t How TAM is increasing for both ? P r a n ia Acquired a 51% stake in AS Strategic to strengthen pre
Slide 27: Profit and Loss Statement
Profit and Loss Statement Particulars (All amounts are in INR Cr. except otherwise stated) Q4 FY26 FY2026 Revenue from Operations 323 492 Other Income 91 296 Total Revenue 413 788 COGS (122) (185) Other Expenditure (excl. Interest and Depreciation) (145) (259) Depreciation (7) (15) Interest (11) (20
Slide 28: Balance Sheet
Balance Sheet Particulars Mar 31, 2026 (All amounts are in INR Cr. except otherwise stated) Fixed Assets 334 Financial Assets 28 Other Non-Current Assets 52 Current Assets 645 Total Assets 1,059 Equity 468 Non-Current Liabilities 136 Current Liabilities 455 Total Liabilities 1,059 Sigma Advanced Sys
Slide 29: Sigma Advanced Systems Ltd Investor Relations
SIGMA ADVANCED SYSTEMS LTD Investor Relations Prayasi Patel Khushbu Singhania Go India Advisors Go India Advisors prayasi@goindiaadvisors.com khushbu@goindiaadvisors.com M: +91 9653602085 M: +91 8591190410
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