Advait Energy Transitions Ltd · BSE:ADVAIT
Advait Energy Transitions — Investor Presentation (June 2025)
27 slides from Advait Energy Transitions's investor presentation, Jun 5, 2025
Slide 1: BSE filing cover letter - Investor Presentation under Regulation 30
Date: June 5, 2025 To, The General Manager, Department of Corporate Services, BSE Limited Listing Department Phiroze Jeejeeboy Tower, Dalal Street, Fort Mumbai-400 001 Scrip Code: 543230 Sub: - Investor Presentation – Regulation 30 of the SEBI (Listing Obligations & Disclosure Requirements) Regulati
Slide 2: Investor & Analyst Meet
INVESTOR & ANALYST MEET 0 5 thJ u n e 2 0 2 5 ADVAIT ENERGY TRANSITIONS LIMITED
Slide 3: Safe Harbor
Safe Harbor This presentation has been prepared by Advait Energy Transitions Ltd solely to provide information about the Company to its stakeholders. No representation or warranty, express or implied is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctn
Slide 4: Contents
Contents 01 Advait Group - In a Nutshell 02 Order Book & Financial Performance 03 Introduction of Power Transmission Solutions 04 Introduction of New & Renewable Energy 05 Marquee Customers 06 AETL Subsidiaries ADVAIT ENERGY TRANSITIONS LIMITED
Slide 5: Advait Group - In a Nutshell
01 // ADVAIT GROUP - IN A NUTSHELL Advait Group - In a Nutshell ROBUST 4Y CAGR TOTAL REVENUE REVENUE EBITDA MARGIN 57% 399 Cr * 13% * PAT MARGIN RoCE RoE 8% * 21% * 15% * 01 02 03 Advait Energy Transitions Limited, established in 2009 and The company’s core competencies include the manufacturing and
Slide 6: About Advait - In a Nutshell
01 // ADVAIT GROUP - IN A NUTSHELL About Advait - In a Nutshell ROBUST 4Y CAGR TOTAL REVENUE REVENUE EBITDA MARGIN 50% 295 Cr * 16% * PAT MARGIN RoCE RoE 11% * 21% * 16% * A DV A I T E N E R G Y T R A N S I T I O N S LI M I T E D * On basis of Standalone Numbers
Slide 7: Mission Vision Values
01 // ADVAIT GROUP - IN A NUTSHELL Mission To drive the global energy transition by delivering safe, cost-effective, sustainable, and transformative solutions that empower communities - impacting thousands of lives while paving the way for a cleaner, greener, and more sustainable world. Vision To be
Slide 8: Advait's Growing Order Book
02 // ORDER BOOK & FINANCIAL PERFORMANCE Advait’s Growing Order Book ROBUST ORDER BOOK ORDER BOOK A S O F M AY 2 0 2 5 , (₹ IN CRORE) (₹ IN CRORE) U N E X EC UTE D O R D E RS * STA N D S AT 503.8 NRE DIVISION ₹800 Cr 4Y CAGR 90% 34% 204.7 162.0 70.9 38.4 PTS DIVISION 66% FY21 FY22 FY23 FY24 FY25 * O
Slide 9: AETL's Strong Financial Risk Profile
02 // ORDER BOOK & FINANCIAL PERFORMANCE AETL’s Strong Financial Risk Profile TOTAL REVENUE EBITDA 1 & EBITDA MARGIN PAT & PAT MARGIN EARNINGS PER SHARE (₹ IN CRORE) (₹ IN CRORE & IN %) (₹ IN CRORE) 16.8% 16.7% 15.9% 10.7% 10.3% 4Y CAGR 295.0 9.9% 9.7% 50% 13.4% 29.57 8.3% 11.1% 207.0 20.92 15.59 13
Slide 10: AETL's Strong Financial Risk Profile
02 // ORDER BOOK & FINANCIAL PERFORMANCE AETL’s Strong Financial Risk Profile NET WORTH DEBT/EQUITY CURRENT RATIO RETURN RATIOS (₹ IN CRORE) (IN %) 39.9% 4Y CAGR 0.45 55% 199.4 2.3 2.4 28.7% 25.4% 0.26 0.23 1.7 20.1% 20.1% 1.4 20.9% 0.16 1.4 19.2% 74.5 17.2% 15.8% 52.0 13.9% 41.4 34.7 0 FY21 FY22 FY
Slide 11: Power Transmission Solutions
Power Transmission Solutions MANUFACTURING EPC INTERNATIONAL BUSINESS • OPGW Cables • Liveline • ACS Wires • Distribution • Insulators (Trading) • Emergency Restoration System • Transmission (ERS) • Substations • Stringing Tools • Reconductoring ADVAIT ENERGY TRANSITIONS LIMITED
Slide 12: Power Transmission Solutions (PTS)
03 // POWER TRANSMISSION SOLUTIONS Power Transmission Solutions (PTS) OPGW ACS WIRES OFC (OPTICAL FIBER (ALUMINUM CLAD (OPTICAL GROUND WIRES) STEEL) FIBRE CABLES) ERS (EMERGENCY RESTORATION STRINGING SYSTEMS) TOOLS EPC- RE- EPC DISTRIBUTION CONDUCTORING (REVAMP DISTRIBUTION HTLS PROJECTS SECTOR SCHE
Slide 13: Power Transmission Solutions (PTS)
03 // POWER TRANSMISSION SOLUTIONS Power Transmission Solutions (PTS) APPLICATION END USER INDUSTRY FY25 REVENUE Optical Fiber • Communication • Grounding on Transmission Line • Central • State Utility Cos 95.4 Cr Ground Wires % OF REVENUE (OPGW) 32% APPLICATION END USER INDUSTRY FY25 REVENUE Power
Slide 14: Power Transmission Solutions (PTS)
03 // POWER TRANSMISSION SOLUTIONS Power Transmission Solutions (PTS) APPLICATION END USER INDUSTRY FY25 REVENUE Emergency • Provide immediate solutions for transmitting power in crisis by • Central & State Utility Cos 10.5 Cr Restoration creating parallel temporary transmission line within 48 % OF
Slide 15: Power Transmission Solutions (PTS) - Snapshot
03 // POWER TRANSMISSION SOLUTIONS Power Transmission Solutions (PTS) - Snapshot LIVE LINE ACS (ALUMINUM CLAD STEEL) WIRE & OPGW FACILITY 10+ 18,000+ 70,000 14+1 PROJECTS EXECUTED KM SQ.FT. MANUFACTURING HIGH-SPEED MAXIMIZING FACILITY AT KADI, GUJARAT VOLUME STRANDING LINES 5,000+ In-Use Automated U
Slide 16: Power Transmission Solutions (PTS) - Snapshot
03 // POWER TRANSMISSION SOLUTIONS Power Transmission Solutions (PTS) - Snapshot Emergency Restoration Systems STRINGING TOOLS 35% 33kV TO 100% Tools 800kV EYEING ON INDIAN MARKET IN-HOUSE DEVELOPMENT CUSTOM-BUILT SHARE Engineered In-Use 148+ 42+ STRINGING TOOLS COUNTRIES FOR SPEED, SAFETY, AND ACRO
Slide 17: New & Renewable Energy
NEW & RENEWABLE ENERGY ELECTROLYSER GH2 EPC BESS MANUFACTURING • A Trunkey EPC Solution for • Integrated solutions • 300 MW Manufacrutng Hydrogen & Ammonia for solar + storage for Facility to be constructed Projects smart grids • Transfer of Technology • Design, Supply, Build, O8M collaborated with
Slide 18: Electrolyser Manufacturing
04 // NEW & RENEWABLE ENERGY Electrolyser Manufacturing Hydrogen Stack Driving a greener future 01 ALKALINE WATER through innovation and Manufacturing technology by establishing ELECTROLYSIS (AWE) a manufacturing of stack for following technologies 02 PEM Balance of Plant In house indigenous Manufac
Slide 19: GH2 EPC
04 // NEW & RENEWABLE ENERGY GH2 EPC Other Hydrogen One- Stop Hydrogen 01 HYDROGEN REFUELING STATIONS (350 BARG TO Solutions Value Chain 700BARG) 02 HYDROGEN STORAGE SYSTEM FOR AUTOMOTIVE APPLICATIONS Green Hydrogen We have design, engineering supply, Provide the feasibility/reliability study of ins
Slide 20: Climate & Sustainability Services
04 // NEW & RENEWABLE ENERGY Climate & Sustainability Services D R I V E N BY EVO LV I N G C L I M AT E R EG U L AT I O N S, T H E D E M A N D F O R C A R B O N C R E D I TS I S ST E A D I LY I N C R E A S I N G A S C O M PA N I E S W O R K TO O F F S E T E M I S S I O N S A N D E N S U R E R EG U L
Slide 21: New & Renewable Energy (NRE)
04 // NEW & RENEWABLE ENERGY New & Renewable Energy (NRE) APPLICATION END USER INDUSTRY FY25 REVENUE Solar Complete Trunkey solution for including civil work, electrical • Public & Private Company into Solar IPP 96.1 Cr installation, module mountain • Solar CPP and various utility EPC structure, con
Slide 22: New & Renewable Energy (NRE) - Snapshot
04 // NEW & RENEWABLE ENERGY New & Renewable Energy (NRE) - Snapshot Electrolyser Manufacturing CLIMATE & SUSTAINABILITY SERVICES Grid Resilience 4 Million 300 MW Winner – & Energy Storage Capacity SECI’s 1.5 GW FOR A 24/7 RENEWABLE Verified Carbon FUTURE. Allocation in Electrolyser Credits Currentl
Slide 23: New & Renewable Energy (NRE) - Snapshot
04 // NEW & RENEWABLE ENERGY New & Renewable Energy (NRE) - Snapshot GH2 EPC India’s One- 1 MW 200 Nm³/hr Of-A-Kind GREEN HYDROGEN PLANT FOR KPI GROUP - SURAT OF GREEN HYDROGEN AT 99.999% PURITY INDIA’S MICROGRID-BASED GREEN HIGHEST PRODUCTION HYDROGEN PLANT 300 KW RATE. IN RISHIKESH. Green Oxygen S
Slide 24: New & Renewable Energy (NRE) - Snapshot
04 // NEW & RENEWABLE ENERGY New & Renewable Energy (NRE) - Snapshot SOLAR BESS 30 MWp (DC) Solar 100 MWp (DC) Solar Grid Resilience 50 MW/100 MWh BESS EPC - Subcontract EPC – Subcontract & Energy Storage 30% VIABILITY GAP FUNDING (VGF) Executed for KP Under Execution at FOR A 24/7 RENEWABLE ALLOCAT
Slide 25: Marquee Customers
05 // MARQUEE CUSTOMERS Marquee Customers A DV A I T E N E R G Y T R A N S I T I O N S LI M I T E D 24
Slide 26: AETL Subsidiaries
06 // AETL - OTHER SUBSIDIARES AETL Subsidiaries AETL SUBSIDIARIES POWER TRANSMISSION NEW & RENEWABLE SOLUTIONS ENERGY ADVAIT TG ADVAIT ADVAIT A&G HYDROGEN TRANSMISSION INDIA PRIVATE GREENERGY TECHNOLOGIES TOOLS PRIVATE LIMITED PRIVATE LIMITED PRIVATE LIMITED LIMITED A DV A I T E N E R G Y T R A N S
Slide 27: Thank You
Thank You ADVAIT ENERGY TRANSITIONS LIMITED HEAD OFFICE: 1st & 2nd Floor, KIFS Corporate House, Iskcon Ambli Road, Beside Hotel Planet Landmark, Near Ashok Vatika, Ambli, Ahmedabad, Gujarat - 380 054, India Arpit Mundra | Krishna Patel Priyank Shah | Rutvi Sheth CIN: L45201GJ2010PLC05987 INVESTOR RE
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