Cadsys (india) Ltd. · NSE:CADSYS
Cadsys (india) — FY2025 Earnings Presentation
12 slides from Cadsys (india)'s earnings presentation, Jun 1, 2025
Slide 1: Engineering Excellence Exceeding Expectations
Engineering Excellence Exceeding Expectations Review of Financial Results FY 2024-25
Slide 2: Disclaimer
Disclaimer • This document contains certain forward-looking statements/details in the current scenario, which is extremely dynamic and increasingly fraught with risks and uncertainties. Actual results, performances, achievements or sequence of events may be materially different from the views expres
Slide 3: Review Items
Review Items Industry Outlook Operational Highlights Financial Snapshot Results Analysis Mitigation Plans 3
Slide 4: Industry Outlook
Industry Outlook • Fiber Deployment in 2023 moved up with YoY growth of 13%. • In 2024 high inflation and uncertainty of BEAD funding slowed down the growth. • Key drivers behind the surge in fiber deployment include: Incumbent Local Exchange Carriers https://www.cartesian.com/may-2025-bdc-release/
Slide 5: Industry Outlook (continued)
Conti.. • Despite Regulatory Obstacles Municipal Networks are gaining Popularity. • Electric Cooperatives are also finding success with Fiber. • BEAD and Federal funding continues even with change of administration. 5
Slide 6: Market Analysis
Market Analysis • In 2023, U.S. telecommunications companies witnessed a10% decline from the previous year. This reduction followed a period of significant growth between 2020 and 2022, during which annual investments increased by 9%, 15%, and 17%, respectively. • Projections for 2024 indicate a fur
Slide 7: Operational Highlights
Operational Highlights: • Commenced five new projects extending design and engineering support (wireline OSP and ISP deployments) to two leading U.S. telecommunications providers. • Continued business from existing customers reflects strong client trust; the company is focused on deepening core rela
Slide 8: Financial Snapshot - Consolidated
Financial Snapshot - Consolidated Statement of Profit & Loss (Figures In lakhs) 8
Slide 9: Notes on Financial Results
Notes on Financial Results • EBITDA for the Financial Year 2024 – 25 is at ₹(28.76) Cr. Profit After Tax (PAT) for FY 2024–25 was reported at ₹(37.05) Cr. • However, your company had written-off of unbilled receivables amounting to Rs. 20.40 Cr from the customer. However, your company is in the proc
Slide 10: Focused Actions for Future Growth
Focused Actions for Future Growth: • Equity partners in USA acquired a turf vendor of major Telecom carrier in Q4 2024. • A significant opportunity has been awarded to the company to provide comprehensive design, engineering, and offshore services to the portfolio company. • In response, the company
Slide 11: Technology Enablement
Technology Enablement • The company is actively supporting enhancements to the ProWorks™ by integrating AI capabilities aimed at improving efficiency across telecom infrastructure workflows. Current initiatives include: • AI-Enabled OSP Design – Facilitating faster and more accurate outside plant de
Slide 12: Thank You
THANK YOU ‘E CADSYS (INDIA) LIMITED