Salasar Techno Engineering Ltd. · NSE:SALASAR
Salasar Techno Engineering — Q3 FY24 Earnings Presentation
25 slides from Salasar Techno Engineering's earnings presentation, Feb 5, 2024
Slide 1: Salasar Techno Engineering Limited - Exchange Filing Cover Letter
Salasar Techno Engineering Limited February 05, 2024 To, The Manager – Listing The Secretary National Stock Exchange of India Ltd. Exchange Plaza, Corporate Relationship Dept. Bandra Kurla Complex Bandra East BSE Limited Mumbai – 400051 P. J. Tower, Dalal Street, Symbol - SALASAR Mumbai – 400001 Scr
Slide 2: A Seasoned Infrastructure Enabler with Knowledge, Dependability, and Agility
A SEASONED INFRASTRUCTURE ENABLER WITH KNOWLEDGE, DEPENDABILITY, AND AGILITY SALASAR TECHNO ENGINEERING LIMITED Investor Presentation, February 2024
Slide 3: Safe Harbour
SAFE HARBOUR This presentation and the following discussion may contain “forward looking statements” by Salasar Techno Engineering Limited (“STEL” or “the Company”) that are not historical in nature. These forward looking statements, include statements relating to future results of operations, finan
Slide 4: Vision Mission
VISION To make substantial contribution towards the development of National Infrastructure by providing technologically advanced solutions, and to play a critical role in making India the most preferred destination for the fulfilment of local and global infrastructural needs. MISSION To be at the fo
Slide 5: Salasar at a Glance
SALASAR AT A GLANCE 1 2 3 4 INFRA GEOGRAPHICAL FINANCIAL AREAS OF STRUCTURE PRESENCE AND PROWESS OPERATIONS CAPACITY PENETRATION Revenue grew by 14.86% CAGR 3 State-of-the-art Pan-India presence from FY18 - FY23 Designing Manufacturing facilities 600+ Clients and EBITDA grew by 11.20% CAGR Manufactu
Slide 6: Competitive Advantage
COMPETITIVE ADVANTAGE DIVERSIFIED BUSINESS MODEL Designing and manufacturing products like: Telecom Towers Pre-Fabricated Buildings EPC Projects for Railway electrification EPC Projects for Transmission Lines Buildings and Bridges RECOGNISED AND APPROVED VENDOR Approved vendor of PowerGrid Corporati
Slide 7: Our Journey
OUR JOURNEY Got listed on NSE and Received status of “Approved BSE Platform Vendor” from PGCIL. Bagged project worth Introduced new products like Commenced operations for Rs. 2,280Mn. for rural high mast, stadium lights & transmission lines with first order Incorporated in the year electrification f
Slide 8: Our Management
OUR MANAGEMENT Mr. Alok Kumar Mr. Shashank Agarwal Mr. Shalabh Agarwal Ms. Tripti Gupta Chairman & Managing Director Joint Managing Director Whole Time Director Whole Time Director B.Sc. from Punjab University. B.E. (Mech) from MIT, Manipal. B.E. (Mech) from MIT, Manipal. B.Com from SRCC, Delhi and
Slide 9: Our Management
OUR MANAGEMENT Mr. Sanjay Chandak Mr. Vijay Kumar Jain Mr. Mukesh Kumar Garg Mrs. Garima Dhamija Independent & Non-Executive Director Independent & Non-Executive Director Independent & Non-Executive Director Independent & Non-Executive Director Chartered Accountant. B.E. (hons) and MBA. B.Tech Civil
Slide 10: Manufacturing Plants & Geographical Presence
MANUFACTURING PLANTS & GEOGRAPHICAL PRESENCE Plant Unit 1 Unit 2 Unit 3 Location Jindal Nagar, Khera, Distt. Hapur, Distt. Hapur, Uttar Pradesh Uttar Pradesh Tower/Structure manufacturing Overall - 1,96,000 MTPA and Galvanization Heavy Steel NA NA 15,000 MTPA Structural Division Saudi Arabia Nepal T
Slide 11: Industries Catered to & Products Offered
INDUSTRIES CATERED TO & PRODUCTS OFFERED POWER RENEWABLES TELECOMMUNI POLES HEAVY STEEL SMART CITY CATIONS STRUCTURE SOLUTIONS Transmission Solar Module Towers and Lighting Poles Bridges Smart City Line Towers Mounting Structure Monopoles Poles Substation Solar Trees Cells on Wheels Distribution Pol
Slide 12: Clients Catered
CLIENTS CATERED STRONG AND DIVERSIFIED CLIENT BASE, CELEBRATED IN THEIR RESPECTIVE SECTORS HAS HELPED THE COMPANY TO ESTABLISH ITSELF AS A KEY INDUSTRY PLAYER Telecom Sector Power Sector Others/EPC and many more... Investor Presentation Feb 2024 A Seasoned, Expert, Dependable And Agile Infrastructur
Slide 13: Order Book Position
ORDER BOOK POSITION Particulars (Rs.Mn) Value Domestic EPC Orders ₹ 18,790 International EPC Orders ₹ 2,210 Orders under Heavy Steel Structure Division ₹ 1,107 Monopoles ₹ 721 Exports orders (Telecom Towers and Poles) ₹ 431 Total Orders as on 30th June 2023 ₹ 23,259 The company generally receives re
Slide 14: Industry Overview & Growth Opportunities
INDUSTRY OVERVIEW & GROWTH OPPORTUNITIES
Slide 15: Telecom Sector
TELECOM SECTOR India is the second largest Telecom market in the world with a subscriber base of 1.18 Billion. Telecom Towers in India (in 000s) 1800 1,672 1600 1,508 1400 1,345 1,185 1200 1,028 1000 914 837 800 754 600 400 200 0 FY 2023 FY 2024F FY 2025F FY 2026F FY 2027F FY 2028F FY 2029F FY 2030F
Slide 16: Power Transmission
POWER TRANSMISSION Historical Generation and Transmission Investment % Growth in Generation Capacity (MW) % Growth in Transmission Capacity (ckt km) 64% 48% 51% 43% 30% 26% 29% 31% 24% 22% 22% 24% FY'92-97 FY'97-02 FY'02-07 FY'07-12 FY'12-17 FY'17-22 The government's ambitious plan to achieve a capa
Slide 17: Railway Sector
RAILWAY SECTOR Growth of Railway Electrification (Route Km, RKM) Budget Allocation for Railway Electrification *6,886 RKM already commissioned till21 7,542 7,700 29,201 * 6,960 6,601 6,302 13,687 3,396 3,457 2,163 830 1,005 1,206 2,150 3,038 2004-09 2009-14 2014-19 2019-24 (Planned) FY13 FY14 FY15 F
Slide 18: Our Operational & Financial Performance Highlight
OUR OPERATIONAL & FINANCIAL PERFORMANCE HIGHLIGHT Figures in Rs. Mn. Revenue from Operations (Rs. Mn) EBITDA (Rs. Mn) PAT (Rs. Mn) EBITDA Margins (%) 12.3% PAT Margins (%) 3,500.00 400 12.00% 250 6.00% 5.5% 3,038.8 374.6 3,000.00 2,753.5 350 10.0% 9.00% 10.00% 5.00% 200 2,408.0 4.4% 2,500.00 300 8.0
Slide 19: Financial Synopsis
FINANCIAL SYNOPSIS
Slide 20: Consolidated Financial Snapshot
CONSOLIDATED FINANCIAL SNAPSHOT Income Statement Particulars Q3 FY24 Q3 FY23 YoY (%) Q2 FY24 9M FY24 9M FY23 YoY (%) REVENUE GROWTH : Revenue from Operations grew by 26.2% from Rs. Revenue from operations 3,038.8 2,408.0 26.2% 2,753.5 8,411.0 7,102.0 18.4% 2,408.0 Mn in Q3 FY23 to Rs. 3,038.8 Mn in
Slide 21: Management Commentary
MANAGEMENT COMMENTARY “We are happy to share with you our robust business and financial performance for Q3 and 9M FY24. Our revenue from operations increased by 26.2% and 18.4% to Rs. 3,038.8 Mn in Q3 FY24 and Rs. 8,411.0 Mn in 9M FY24 respectively. Our EBITDA margins increased by 230 bps and 152 bp
Slide 22: Business Outlook - Exciting Times Ahead
BUSINESS OUTLOOK - EXCITING TIMES AHEAD Economic Riding On Multiple Outlook Growth Levers • The Company's renewable business is set to • The government's ongoing emphasis on infra- benefit from the growth of renewable energy structure development creates opportunities for in India, creating a favora
Slide 23: The ESG Way
THE ESG WAY ENVIRONMENT SOCIAL GOVERNANCE STEL is committed towards a STEL is contributing towards STEL is creating a professional cleaner, greener, and healthier skill development among the board and bringing in environment. local population. professional KMPs as part of STEL is reducing energy STE
Slide 24: Capital Market Information
CAPITAL MARKET INFORMATION Shareholding Pattern as at December 2023 Market Price Performance Particulars % Shareholding 35 Promoter and Promoter Group 63.07% 30 Institutions 8.85% ₹ 29.45 Public 28.08% 25 ₹ 25.63 TOTAL 100.00% 20 Market Indicators 15 ₹ 13.14 ₹ 10.85 ₹ 10.35 ₹ 10.18 10 ₹ 10.02 Incorp
Slide 25: Thank You
THANK YOU For further information on the Company, please visit - www.salasartechno.com Email: compliance@salasartechno.com Contact: +91 172 466 7111 Krunal Shah | Naman Maheshwari Captive IR Strategic Advisors Pvt. Ltd. Email: krunal@cap-ir.com / naman@cap-ir.com Contact: +91 93724 67194 Investor Pr
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