Knowledge Marine & Engineering Works Limited · NSE:KMEW
Knowledge Marine & Engineering Works — FY2025 Earnings Presentation
34 slides from Knowledge Marine & Engineering Works's earnings presentation, Jun 7, 2025
Slide 1: Investor Presentation Filing Letter to BSE and NSE
KNOWLEDGE MARINE & ENGINEERING WORKS LIMITED Ship Builders, Repairers, Charterers and Marine Contractors CIN: L74120MH2015PLC269596 Ref: KMEW/SE/Reg-30/2025-26/05 Date: June 07, 2025 To, Listing Department Listing & Compliance Department BSE Limited The National Stock Exchange of India Limited P. J.
Slide 2: Investor Presentation For the FY 2025
www.kmew.in KNOWLEDGE MARINE & INVESTOR PRESENTATION ENGINEERING For the FY 2025 WORKS LTD.
Slide 3: Safe Harbor
Safe Harbor This presentation has been prepared by and is the presentation There is no obligation to update, Important factors that could cause actual results, sole responsibility of Knowledge Marine & modify or amend this communication or to performance or achievements to differ materially Engineer
Slide 4: CEO's Insights & Reflections
CEO’s Insights & Reflections As Knowledge Marine & Engineering Works Limited enters its 10th year, I am proud to reflect on how far we’ve come—and even more 23% excited about where we are headed. FY 2025 was a defining year for us, marked by strong financial performance, asset and order driven strat
Slide 5: Entering a New Decade of Opportunity and Value Creation
Entering a New Decade of Opportunity and Value Creation Over the past decade, Knowledge Marine & Engineering Works Limited has grown from a small ship repair unit with a net worth of Rs. 1 lakh to a company with a net worth of Rs. 200 crore, One single small asset to 40 dredging and ancillary assets
Slide 6: Sailing Through the Decade
Sailing Through the Decade • Remarkable Order Book during the year • Acquired the first rock • First government • Migration to Main dredging contract from DCI contract from Kolkata The first-ever TSHD tech- • Listed shares on the BSE Board of BSE & NSE • Added Hopper Barge River Port Trust nology is
Slide 7: Key Achievements
Key Achievements Achieved a remarkable milestone by Scaled up vessel size An order-driven year marked by the successful from 16 to 40, more than doubling our potential, a bold move acquisition of 11 high-value contracts totaling Rs. 43,832 towards higher capacity and unlocks greater efficiency. Lakh
Slide 8: Entering into Ship Building
Entering into Ship Building Navigating New Horizons: KMEW's Expansion into Shipbuilding and ship repairing Diversification of Enhanced Market Synergy with Existing Builiding Self Reliance: Revenue Streams: Positioning: Operations: On acquisition of Kamal Entering the shipbuilding By this acquisition
Slide 9: Strategic Acquisition
Strategic Acquisition 1. Operational Control: 2. Poised with Enhance Experience 3. Combined Resources: Acquiring full ownership of our KMEW will get additional experience of On acquisition KMEW will be in a subsidiaries allows for streamlined dredging works by aquisition of shares in position to mer
Slide 10: Future Growth Enablers
Future Growth Enablers Participated in various Ship Building Projects Bidding for only contracts Diversified Portfolio with a target of minimum of Dredging Assets 35% EBITDA margins The company has expressed Self Sufficient to Execute interest in projects worth Dredging Contracts which ~Rs 2,000 cr
Slide 11: Financial Performance & Order Book Highlights
FINANCIAL PERFORMANCE & ORDER BOOK HIGHLIGHTS
Slide 12: Order Book Insights: Repetitive Wins, Inland Waterways & TSHD Deployment
Order Book Insights: Repetitive Wins, Inland Waterways & TSHD Deployment KMEW: Robust Orderbook, Port Growth, and Domestic Expansion Un-executed Order Book (Rs Cr) KMEW higher value contracts and its execution KMEW has achieved strategic wins in the IWAI project, 353 201 marking a significant milest
Slide 13: Order Book Overview as on Date (1/2)
Order Book Overview as on Date (1/2) (Rs. In Lakhs) Nature of Duration Awarded Balance Contract Contract Value As on Customer Name contract of Contract Value Start Date May 30, 2025 Contract (Rs. In Lakhs) (Rs. In Lakhs) Vishakhapatnam Port Trust Supply, manning, operation and maintenance 3 years 34
Slide 14: Order Book Overview as on Date (2/2)
Order Book Overview as on Date (2/2) (Rs. In Lakhs) Customer Name Nature of Duration Contract Balance Contract contract of Awarded Start Date Value As on Contract Contract Value May 30, 2025 Inland Waterways Authority Procurement for fairway maintenance on 3 years 6,198.63 May 9, 2024 5,083.19 of In
Slide 15: Q4 FY25 Highlights
Q4 FY25 Highlights CONSOLIDATED FINANCIAL HIGHLIGHTS (Rs in Lakhs) Revenue from Operations EBITDA & EBITDA Margin% PAT & PAT Margin % +23% +57% +63% 20,070.67 8,341.70 5,480.30 16,358.31 5,300.12 3,365.09 +16% +65% +49% 4,747.50 1,936.13 1,318.92 4,104.50 1,169.84 884.48 Q4 FY 24 Q4 FY 25 FY 24 FY 2
Slide 16: Profit & Loss Statement – Q4 FY25
Profit & Loss Statement – Q4 FY25 PARTICULARS Q4 FY25 Q4 FY24 Y-o-Y FY25 FY24 Y-o-Y Revenue from operations 4,747.50 4,104.71 15.66 20,070.67 16,358.31 22.69 Other Income 268.07 184.33 520.19 312.57 Cost of Material Consumed 1,859.23 2,326.06 9,509.84 9,873.81 Employee Expenses 202.93 138.58 696.33
Slide 17: Balance sheet
Balance sheet CONSOLIDATED CONSOLIDATED Year ended on 31.03.2025 Year ended on 31.03.2025 PARTICULARS Audited PARTICULARS Audited Assets EQUITY & LIABILITIES Non-Current Assets Equity Equity Attributable to Owners of Parents Property, Plant and Equipment 15,926.31 Equity Share Capital 1,080.10 Capit
Slide 18: Cash flow Statement
Cash flow Statement CONSOLIDATED PARTICULARS Year ended Year ended on 31.03.2025 on 31.03.2024 Audited Audited Cash Flow From Operating Activities Profit before Tax 6219.73 4,298.74 Adjusments for Non-Operating Items 1810.72 711.53 Operating Profit before Working Capital Changes 8030.96 5,010.27 Cha
Slide 19: Industry Developments: Opportunities for KMEW
INDUSTRY DEVELOPMENTS: OPPORTUNITIES FOR KMEW
Slide 20: Tonnage Tax Scheme: A Game-Changer for KMEW
Tonnage Tax Scheme: A Game-Changer for KMEW Tonnage Tax in India: An Overview How Tonnage Tax is Calculated Tonnage Tax is a tax regime introduced by the The Tonnage Tax is based on the gross tonnage of the vessels operated by the Government of India to foster the growth of the Indian company. The t
Slide 21: Tonnage Tax Scheme: A Game-Changer for KMEW
Tonnage Tax Scheme: A Game-Changer for KMEW As a Marine services provider, KMEW is well-positioned to leverage the Tonnage Tax Regime for growth and financial efficiency Enhanced Profitability Competitive Advantage Enhanced Profitability & Cash Flow in Bidding for Contracts & Cash Flow Lower/margina
Slide 22: Growth in Green Tug Services
Growth in Green Tug Services Green Tug Overview KMEW's Focus on Green Tugs The Green Tug Transition Program The Green Tug Transition Program (GTTP) is a government initiative aimed at replacing diesel-powered (GTTP) is a government initiative harbor tugs with eco-friendly, zero-emission alternatives
Slide 23: Opportunities in India's Expanding Inland Waterways
Opportunities in India’s Expanding Inland Waterways Expansive Inland Waterways Network India has approximately 20,275 km of navigable waterways, moving around 126 MMT of cargo annually through Inland Water Transport (IWT), an eco-friendly mode. Operations are primarily in select stretches like the G
Slide 24: KMEW Strengthening NW-1 Projects
KMEW Strengthening NW-1 Projects National Waterway-1 Infrastructure KMEW’s Share in the Jal Marg Vikas Project (NW-1) Overview Development by IWAI The Ganga-Bhagirathi-Hooghly The Inland Waterways river system, spanning 1,620 km Authority of India (IWAI) KMEW Takes from Haldia (Sagar) to is actively
Slide 25: Our Assets & Services
& KMEW GRouP OUR ASSETS & SERVICES vs ce 4
Slide 26: Key Services
Key Services Dredging Owning, Operating and Ship Building and Repair of Chartering of Port Ancillary Crafts Marine Crafts • Capital Dredging • Maintenance Dredging • Pilot Boats • Building Ships, Boats etc. • Fast Speed Patrol Boats • Repair, refit services of marine • Mooring Boats Vessels • Servic
Slide 27: Dredging Services
Dredging Services What is Dredging Dredging Process Dredging Types KMEW Projects • Process of removal of • Excavation of the • Capital Dredging: • Sittwe Port, Myanmar sediments and debris from material from the Removal of sediments • Mangrol Fishing the bottom of oceans and sea/riverbed which have
Slide 28: KMEW's Assets: Strengthening Dredging Capabilities Across Projects
KMEW's Assets: Strengthening Dredging Capabilities Across Projects KMEW’s diverse fleet of advanced dredging assets strengthens its capability to tackle a wide range of projects, driving growth and enhancing operational efficiency Trailing Suction Hopper Self Propelled Hopper Grab Hopper Dredger Bac
Slide 29: KMEW's Asset Portfolio: Supporting Port Efficiency and Safety
KMEW's Asset Portfolio: Supporting Port Efficiency and Safety KMEW’s diverse fleet of port ancillary assets strengthens operational efficiency, ensuring seamless support for port services, safety, and mobility Pilot Boat Patrol Boat Survey Boat Mooring Boat Tug Boat Multi Cat Work Boat Pilot boats a
Slide 30: Key Customers
Key Customers Paradip Port Vizag Port Dredging Myanmma Port Inland Waterway IMumbai Port Authority Authority Corporation of Authority Authority of Authority India India Tuticorin Port Haji Hasan NASS Deendayal Port Kolkata Port New Manglore Authority Group Corporation Authority Authority POrt Author
Slide 31: About Us
& KMEW GRouP ‘Where Business is Passion
Slide 32: Executive & Board Roles: Promoters' Leadership in Action
Executive & Board Roles: Promoters’ Leadership in Action SAURABH DASWANI KANAK KEWALRAMANI SUJAY KEWALRAMANI DINESH KEWALRAMANI PINKESH KEWALRAMANI Managing Director Whole Time Director and CFO Chief Executive Officer Chief Operations Officer Chief Technical Officer • Responsible for overall • Has o
Slide 33: Leadership & Governance: Executive & Independent Oversight
Leadership & Governance: Executive & Independent Oversight JAGAT JIBAN BISWAS CAPT. SHAILESH BHAMBHANI ASHISH M MOHANDAS SNEHA DEVCKAR Non–Executive Director Independent Director Independent Director Independent Director • Hold rich experience of • Seasoned maritime • Over 12+ years of • With over 2
Slide 34: Knowledge Marine & Engineering Works Ltd.
www.kmew.in Knowledge Marine & Engineering Works Ltd. Mrs. Kanak Kewalramani Director & Cheif Financial Officer Kanak@Kmew.in
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