Quality Power Electrical Equipments Ltd. · NSE:QPOWER

Quality Power Electrical Equipments — Q4 FY2025 Earnings Presentation

32 slides from Quality Power Electrical Equipments's earnings presentation, May 28, 2025

  1. Slide 1: Earnings call presentation intimation letter to exchanges

    28th May, 2025 To, To, National Stock Exchange of India Limited, BSE Limited Exchange Plaza, Plot No. C/1, G Block, Phiroze Jeejeebhoy Bandra-Kurla Complex, Bandra (East), Towers, Dalal Street, Mumbai – 400051 Fort, Mumbai – 400001 NSE Symbol: QPOWER BSE Scrip Code: 544367 ISIN: INE0SII01026 Dear Si

  2. Slide 2: Earnings Presentation Q4 & FY2025

    Earnings Presentation Q4 & FY2025

  3. Slide 3: Quality Power At a Glance

    Quality Power At a Glance Quality Power is an Indian entity serving global clients in critical energy transition equipment and power technologies which provides a wide range of technology-driven products for high voltage electrical equipment along with tailored solutions for grid connectivity and en

  4. Slide 4: Investment Rationale

    Investment Rationale Key Provider of Energy Transition Solutions and Power Technologies: Established as an Indian manufacturer of high-voltage power equipment and advanced power quality solutions Comprehensive Solutions for Energy Transition and Sustainability: Offers a diverse range of high-voltage

  5. Slide 5: Q4 and FY25 Financial Performance Highlights

    Q4 and FY25 Financial Performance Highlights Total Revenue PBT PAT FY25 FY25 FY25 INR 3,923 Million INR 1,123 Million INR 1,001 Million 18.3% YoY 77.5% YoY 80.5% YoY Q4FY25 Q4FY25 Q4FY25 INR 1,299 Million INR 356 Million INR 305 Million 184.5% YoY 64.0% YoY 74.1% YoY 4

  6. Slide 6: Key Operational Highlights

    Key Operational Highlights Company holds an order backlog of over ₹7,500 million with contributions from Quality Power Equipments, Endoks, and 01 Mehru Increasing the equity stake in Nebeskie making the total shareholding up to 26%. This investment underscores our 02 commitment to supporting Nebeski

  7. Slide 7: Management Perspective

    Management Perspective Strategic investments are underway in new manufacturing units at E-5 and E-6 in Sangli, along with a greenfield facility in Cochin, which will “FY2024-25 has been a milestone year for the Company, marked strengthen the Company’s delivery capabilities in the Power Products sign

  8. Slide 8: Q4 FY25 Financial Performance

    Q4 FY25 Financial Performance All figures in Rs. Mn. Total Income PBT and Margin 184.5% 64.0% 356 1,299 797 217 218 457 47.5% 27.4% 27.4% Q4FY24 Q3FY25 Q4FY25 Q4FY24 Q3FY25 Q4FY25 PBT Margin PAT and Margin 74.1% 305 196 175 38.4% 24.5% 23.5% Q4FY24 Q3FY25 Q4FY25 PAT Margin (%) 7

  9. Slide 9: FY2025 Financial Performance

    FY2025 Financial Performance All figures in Rs. Mn. Total Income PBT and Margin 18.3% 77.5% 1,123 3,923 3,316 633 28.6% 19.1% FY24 FY25 FY24 FY25 PBT Margin PAT and Margin 80.5% 1,001 555 25.5% 16.7% FY24 FY25 PAT Margin (%) 8

  10. Slide 10: Q4 and FY25 Profit/Loss Statement Summary

    Q4 and FY25 Profit/Loss Statement Summary Y-o-Y Q-o-Q Y-o-Y (Rs. Mn) Q4 FY25 Q4 FY24 Q3 FY25 FY25 FY24 (%) (%) (%) Total Revenue from Operation 1,299 457 184.5% 797 62.9% 3,923 3,316 18.3% Profit Before Tax 356 217 64.0% 218 63.1% 1,123 633 77.5% PBT Margin (%) 27.4% 47.5% 27.4% 28.6% 19.1% PAT 305

  11. Slide 11: Group Organizations & Brands

    Group Organizations & Brands • Power Electronics • Medium Voltage Instrument Transformers • Power Quality Located in Sangli, Maharastra Located in Turkey • Edge Computing & IOT • High-voltage Instrument transformers • Energy Management Systems Located in Bhiwadi, Rajasthan Located in Chennai, Tamil

  12. Slide 12: Our Progress Powered by Success

    Our Progress Powered by Success Strategic Expansion in Key Investments and Takeovers Turkey • Takeover of Electrical Power Equipment Acquired 51% of Endoks Enerji Company, Bangalore Anonim Sirketi, Turkey through • Investment in Nebeskie Labs through our our subsidiary Quality Power subsidiary, Qual

  13. Slide 13: Diversified Product Portfolio (1/2)

    Diversified Product Portfolio (1/2) Power Products Coil Products Transformers Instrument Transformers Inrush Reactors Wave Traps Special Purpose Earthing Iron Core Reactors Oil Filled Reactors Converter Duty Arc Furnace • Current Transformers • Potential Transformers • Capacitive Voltage Transformer

  14. Slide 14: Diversified Product Portfolio (2/2)

    Diversified Product Portfolio (2/2) Power Quality Systems Passive Systems Hybrid Systems Active Systems Capacitor Banks TSC SVC Upto 245kV Upto 22kV Upto 66kV Harmonic Filters MCR MECB Upto 145kV Upto 34.5kV Upto 33kV Shunt Reactors TCT STATCOMs Upto 300 MVAr ratings Upto 34.5kV Upto 5 MVAr ratings

  15. Slide 15: Manufacturing and Operating Facilities

    Manufacturing and Operating Facilities Sangli, Maharashtra and Aluva (Cochin), Kerala Bhiwadi, Rajasthan Ankara, Turkey • Specialized Power Components, including reactors, • Advanced manufacturing facility located in • Specialized in STATCOMs, SVCs, reactors and harmonic transformers, line traps, ca

  16. Slide 16: R&D Capabilities

    R&D Capabilities • Focus on creating cost-efficient, high- performance solutions for power projects, driving operational excellence • The Sangli facility is NABL accredited • Leverage centralized monitoring, maintenance systems, and analytics to optimize project efficiency and support our operations

  17. Slide 17: Global Customer Reach

    Global Customer Reach • POWER • SANGLI, IN • COCHIN, IN PRODUCTS (PP) • BHIWADI, RAJASTHAN • POWER • ANKARA, TK ELECTRONICS (PE) • POWER • ANKARA, TK QUALITY (PQ) • SANGLI, IN • POWER • COCHIN, IN COMMODITIES (PC) • SANGLI, IN 16

  18. Slide 18: Strategic Priorities to Drive Strong Growth (1/3)

    Strategic Priorities to Drive Strong Growth (1/3) Consistent efforts towards generating and serving future potential demand Capacity Expansion Strong Order Backlog The planned expansion at Sangli and Cochin underscores a strategic commitment to scaling up manufacturing capabilities To support these

  19. Slide 19: Strategic Priorities to Drive Strong Growth (2/3)

    Strategic Priorities to Drive Strong Growth (2/3) Existing Customers Increase In: Product Basket; Mergers and Acquisitions Delivery Speed; Technology Leadership New Products Existing Products Market Reach through Global Sales Channel, Focus on In-House R&D Operations & shared based on Market Gaps ma

  20. Slide 20: Near term Growth Drivers for PPL

    Near term Growth Drivers for PPL Strategic Priorities to Drive Strong Growth (3/3) Acquisitions • Growth is being driven through both organic expansion and strategic acquisitions, including the recent 51% stake in Mehru Electrical. This acquisition strengthens technology, talent, product portfolio,

  21. Slide 21: Acquired 51% Stake in MEHRU

    Acquired 51% Stake in MEHRU Quality Power has acquired 51% of the share capital of Mehru for a total cash consideration of Rs. 120 crore, through a Share Purchase Agreement. Mehru’s Offerings Strategic Rationale • Current Transformers • Potential Transformers ➢ Enhanced Product Development: Accelera

  22. Slide 22: Customer Audits and Exhibitions

    Customer Audits and Exhibitions 21

  23. Slide 23: Driving Success with Marquee Clients

    Driving Success with Marquee Clients Partnering with domestic and global clients to drive the energy transition 22

  24. Slide 24: Board of Directors

    Board of Directors Mr. Thalavaidurai Pandyan Mr. Bharanidharan Pandyan Mrs. Chitra Pandyan Mr. Mahesh Vitthal Saralaya Founder, Chairman and Managing Joint Managing & Whole-time Whole-time Director Whole-time Director Director Director 39+ years in transformers and reactors; 20+ years in Electrical

  25. Slide 25: Awards, Accreditations & Recognition

    Awards, Accreditations & Recognition Export Excellence Award 2012-2013 ET Award 2021 Awarded by EEPC India as a Awarded as ‘Economic Times Best leading 'Small Enterprise' for Infrastructure Brands 2001” outstanding contribution to Engineering Exports during the year 2012-2013 by EEPC India Western R

  26. Slide 26: Industry Outlook

    Industry Outlook Driving Factors of Electricity Transmission Global Electricity Transmission Sector (USD Bn) The market size of the entire power transmission sector INR Bn supply chain is projected to grow at a CAGR of 6%, increasing from USD 112.3 billion in 2024 to USD 143.47 billion by 2028 • Acc

  27. Slide 27: Market Segments & Growth Projections

    Market Segments & Growth Projections All figure in USD Bn. Power Products [HVDC and FACTs] Power Products [High Voltage] Global (CAGR 75-80%) India (CAGR 60-65%) Global (CAGR 7%) India (CAGR 18%) 12 5 9.2 4.5 10 3.56 4 3.25 8 2.85 3.01 3.5 5.75 3 6 2.1 2.5 3.59 249.7 2 4 67.2 71.9 2.25 55.2 59.2 63.

  28. Slide 28: Capital Structure

    Capital Structure Cash Flow from Operations (in Mn) Debt/Equity (x) Net Capital Turnover Ratio 625 0.20 Net Capital Turnover Ratio 515 443 0.07 0.06 (1.8) (0.2) 3.1 1.3 85 0.01 FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 8.0 7.9 6.9 5.8 CFO/EBITDA ROCE and ROE (%) 5.2 4.3 4.2 48.5% 3.4 3.6 3.4 3.1 1.4x

  29. Slide 29: Profit/Loss Statement Summary

    Profit/Loss Statement Summary (Rs. In Mn.) FY22 FY23 FY24 FY25 Total Revenue from Operation 2,117 2,736 3,316 3,923 Profit Before Tax 490 476 633 1,123 PBT Margin (%) 23.1% 17.4% 19.1% 28.6% PAT 422 399 555 1,001 PAT Margin (%) 19.9% 14.6% 16.7% 25.5% 28 *Excludes Other Income

  30. Slide 30: Balance Sheet

    Balance Sheet (Rs. In Mn.) FY22 FY23 FY24 FY25 Property, plant & equipment (Tangible, Intangible, CWIP, RoU) 337 395 671 2,190 Cash And Bank Balances 679 518 477 2,099 Inventories 408 479 235 1,018 Trade Receivables 539 650 795 1,371 Other Assets 566 1,081 1,412 1,459 Total Assets 2,529 3,122 3,589

  31. Slide 31: Disclaimer

    Disclaimer This presentation, provided by Quality Power Electrical Equipments Ltd., is intended for informational purposes only and is not an offer, invitation, or inducement to sell or issue securities. It is not intended to be a prospectus under any jurisdiction's laws. The information contained h

  32. Slide 32: Thank You!

    For Further Information, Please Contact: Quality Power Deepak Suryavanshi Company Secretary and Compliance Officer cs@qualitypower.co.in Thank You! Churchgate Partners https://qualitypower.com investorgrievance@qualitypower.co.in Atul Modi / Anvita Raghuram Investor Relations Advisors qualitypower@c

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