Swan Defence And Heavy Industries Ltd · NSE:SWANDEF
Swan Defence And Heavy Industries — Investor Presentation (March 2026)
29 slides from Swan Defence And Heavy Industries's investor presentation, Mar 11, 2026
Slide 1: Exchange filing cover letter for Corporate Presentation
SDHIL/SE/57/2025-26 11th March, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, 5th Floor, Plot No. C/1, Dalal Street, Fort, G Block, Bandra Kurla Complex, Mumbai – 400001 Bandra (E), Mumbai – 400051 BSE Scrip Code : 533107 NSE Symbol : SWANDEF De
Slide 2: Corporate Presentation March 2026
Corporate Presentation March 2026
Slide 3: Table of Contents
Table of Contents 1 Swan Corp 2 Shipbuilding Industry in India 3 Swan Defence and Heavy Industries Limited (SDHI) 2
Slide 4: Strong Parentage of Swan Corp
Strong Parentage of Swan Corp 3
Slide 5: Swan Group: One of India's Fastest Growing Industrial and Infrastructure Conglomerates
Swan Group: One of the India’s Fastest Growing Industrial and Infrastructure Conglomerates 1909 ~₹ 11,305 Cr1 ~₹ 4,900 Cr2 ~116% Year of Estb. Revenue CAGR for Market Cap Revenue FY22-25 Presence across 5 Key Industries Shipbuilding and Textiles Real Estate Oil and Gas Technology Heavy Engineering R
Slide 6: Experienced Leadership Team
Experienced Leadership Team Navinbhai C. Dave Nikhil V. Merchant Paresh V. Merchant Chairman / Non-Executive Director Managing Director Executive Director • Seasoned entrepreneur • MEP degree from IIM • MEP degree from IIM • Experienced in various areas of Ahmedabad and BS in Textile Ahmedabad Real
Slide 7: Superior Growth and Large TAM of Shipbuilding Industry
Superior Growth and Large TAM of Shipbuilding Industry 6
Slide 8: Overview: Global Shipbuilding Industry
Overview : Global Shipbuilding Industry Ships built in 2024 (mn GT) Market Share (%) Global order book Share (mn GT) Share (%) Why is Shipbuilding critical? 55% 28% 13% <1% 62% 21% 9% <1% Economic Growth – Investing in shipbuilding creates multiplier effect by boosting 39 175 manufacturing, generati
Slide 9: Charting a New Course: India's Shipbuilding Surge Awaits
Charting a New Course : India`s Shipbuilding Surge Awaits India`s Commercial Shipbuilding market size ($Mn) Factors affecting Shipbuilding sector in India Extensive coastline and proximity to major shipping High capital costs CAGR : 24.8% 8,100 routes Competitive edge with lower Supply-side ineffici
Slide 10: GOI Initiatives underpinning the Shipbuilding Industry
GOI Initiatives underpinning the Shipbuilding Industry 15% - for vessels < INR 100 Cr. Capital Support Shipbuilding Support Schemes ✓ Corpus : INR 24,736 Cr. ✓ 20% - for vessels > INT 100 Cr. ✓ 25% : Brownfield expansion 25 % - for specialized vessels(1) Up to 100 % - Greenfield clusters Position In
Slide 11: Indian Defence sector is poised for robust growth
Indian Defence sector is poised for robust growth India`s Defence Production (INR Cr.) Defence Capital Outlay (INR Cr.) %of overall 25.0% 36.0% CAGR: 14.8% 3,00,000 CAGR: 8.9% 10,40,000 CAGR: 13.8% 1,50,590 79,071 1,60,000 FY 20 FY 25 FY 30E FY 25 FY 47E Naval Capex (INR Bn) % of capital Outlay Indi
Slide 12: Major planned shipbuilding programmes of the Indian Navy
Major planned shipbuilding programmes of the Indian Navy Between FY25 to FY 30, the number of frontline combat vessels is projected to expand from 47 to 85 - 80% This shift is enabled by a steadily rising naval capex and deepening indigenization of hulls, weapons, and propulsion systems Near term or
Slide 13: Shipbuilding Demand expected from State-owned PSUs
Shipbuilding Demand expected from State-owned PSUs Shipping Corporation of India has been appointed as the nodal agency PSUs have been mandated to procure Indian built ships for procurement across segments Oil, Steel and Coal PSUs – New Built Demand 112 Vessels needed Cargo Vessel type No. of Vessel
Slide 14: Overview: Domestic Fabrication Industry
Overview: Domestic Fabrication Industry Offshore Wind Offshore Energy Offshore Foundations Market Size (Rs'000 Cr.) 71 GW of offshore wind across TN and Gujarat Coasts 20% 72.9 28.9 Offshore foundation Gujarat Tamil Nadu 2024 2029 Jacket and platform structure Offshore Towers Market Size (Rs'000 Cr.
Slide 15: Overview: Domestic Ship Repair Industry
Overview: Domestic Ship Repair Industry Ship Repair market is poised to grow to $1.7 Bn by 2033 Potential Drivers of Growth Domestic Defence Global Defence Commercial (India) Commercial (Foreign) • Current demand - Ageing of • Current demand - Existing US • Current demand - Private & • Current deman
Slide 16: Swan Defence and Heavy Industries Limited (SDHI)
Swan Defence and Heavy Industries Limited (SDHI) 15
Slide 17: SDHI: At-a-glance
SDHI: At-a-glance Acquired by Swan Energy Possession taken over in Incorporated in 2008 (now Swan Corp) in 2022 Jan 2024 with ship repair Background Pipavav Shipyard Limited under Insolvency Resolution operations commencing in (PSL) Process Aug 2024 Services: Commercial and Established strategic Eco
Slide 18: SDHI: Key Events and Acquisition by Swan Corp
SDHI: Key Events and Acquisition by Swan Corp 2008 2014 2017 2022 • Pipavav Shipyard • Bagged order from • Launched 2 2017 •Swan Corp was chosen Limited (PSL) Ministry of Defence NOPVs; Signed as successful commenced for construction of MSRA with US • Largest order of 155 applicant of resolution com
Slide 19: Experienced Management Team
Experienced Management Team Experienced Management Team Other Senior Members Rajeev Nayyer, Advisor - Business Development Rear Admiral Vipin Kumar Saxena (Retd.); CEO 39+ 35+ • Experience in commercial shipbuilding; • Experience in mgmt. in shipbuilding, refits & repairs, • Ex – M/s Great Eastern S
Slide 20: India's Largest Shipyard: State-of-the-art Infrastructure in-place
India’s Largest Shipyard: State-of-the-art Infrastructure in-place to Capture the High and Increasing Demand Dry Dock : 662M x 65M (Largest in India & World`s 7th largest) Wet Basin(1): 340M x 60M India`s largest covered Block Dedicated ONGC Construction Site approved Offshore for all weather Yard (
Slide 21: Well-Equipped Ship Construction Site to ensure Superior Execution
Well-Equipped Ship Construction Site to ensure Superior Execution Largest Dry Dock Dedicated Offshore Yard India’s largest Goliath Crane, with a lifting capacity of 600 MT, spanning 148m and hook height 75m Loadout capacity up to 10,000T for structures and platforms Only dry dock in India presently
Slide 22: Dedicated Best-in-class Fabrication Facility
Dedicated Best-in-class Fabrication Facility Largest pipe shop in India Heavy Steel 1,000 pipe spools per day Fabrication Area Only fabrication facility with semi – automatic panel production line Forming Facility: 1,600 MT Heavy lift capabilities of up to 340+ Acres in SEZ Hydraulic Press 300 tonne
Slide 23: Shareholding Structure
Shareholding Structure Swan Corp Ltd 99.00% Hazel Infra Ltd Public 94.91% 5.09% Swan Defence and Heavy Industries Ltd 22
Slide 24: Substantial Overhaul Post Takeover by Swan
Substantial Overhaul Post Takeover by Swan Before After 23
Slide 25: Well Diversified and Resilient Supply Chain
Well Diversified and Resilient Supply Chain Across the Spectrum of Services, Equipment, and Bulk Materials Vendor Qualification and Compliance: Ensure all suppliers meet the necessary standards Strategic Sourcing: Build reliable partnerships with approved vendors Risk Management: Develop alternate v
Slide 26: Key Collaborations
Key Collaborations Mazagon Dock Shipbuilders Garden Reach Shipbuilders Conceptia (MDL) & Engineers ➢ SDHI has 26% stake in Conceptia; one ➢ Strategic partnership to jointly develop ➢ Exclusive Teaming Agreement (TA) for of India`s leading design firms commercial vessels and offshore collaboration in
Slide 27: Projects Delivered in the Past
Projects Delivered in the Past Panamax Bulk Carriers Deck Cargo Barges Jack up Barge Offshore Support Vessels STS Cranes Jack up Drilling Rigs 26
Slide 28: Favorable Investment Dynamics for SDHI
Favorable Investment Dynamics for SDHI Favorable Demand • Backlog in key shipbuilding markets of China, Korea and Japan Supply Dynamics • Mid to long term focus on improved product mix towards complex and attractive market segments Strategic, ready asset, • 662m x 65m dry dock and 164k MT fabricatio
Slide 29: Thank You
Thank You 28
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