Axiscades Technologies Ltd. · NSE:AXISCADES
Axiscades Technologies — Q3 FY22 Earnings Presentation
17 slides from Axiscades Technologies's earnings presentation, Feb 11, 2022
Slide 1: Cover letter to stock exchanges: Q3 FY22 Result Presentation
February 11, 2022 Listing Department The Manager National Stock Exchange of India Ltd. Dptt. of Corporate Services Exchange Plaza, C-1, Block G BSE Limited Bandra Kurla Complex, Floor 25 Phiroze Jeejeebhoy Towers Bandra (E), Dalal Street, Fort, Mumbai- 400051 Mumbai – 400 051 BSE Scrip Code : 532395
Slide 2: Q3 FY22 Investors Presentation
Q3 FY22 INVESTORS PRESENTATION AXISCADES Technologies Limited CIN NO : L72200KA1990PLC084435
Slide 3: Disclaimer
Disclaimer Certain statements in this communication may be considered as ‘forward looking statements’ within the meaning of applicable laws and regulations. These forward-looking statements involve a number of risks, uncertainties and other factors that could cause actual results to differ materiall
Slide 4: Table of Contents
Table of Contents 1 Company Overview 2 Key Highlights 3 Financial Performance 4 Segment Revenue 5 Business Performance and Outlook 6 Annexures 3
Slide 5: AXISCADES Overview
AXISCADES Overview AXISCADES is a Technology Company focusing on Product Engineering Solutions, serving Global OEMs Aerospace Defence & Homeland Security • Design & Analysis - Primary • Avionics, Radar/EW, C4I2 & Secondary Structures, • Automated Test Solutions Aircraft Interiors • Simulators, UAVs
Slide 6: Message from Chairman
Message from Chairman • Commenting on the results and outlook, Mr. David Bradley, Chairman of AXISCADES said: “The performance for Q3 has been very encouraging. This is the second consecutive quarter, where the Company delivered strong revenue growth of 20%+ Q-o-Q. This growth was backed by strong t
Slide 7: Message from MD & CEO
Message from MD & CEO • Commenting on the results and outlook, Mr. Arun Krishnamurthi, CEO & MD of AXISCADES said “The performance for Q3 was inline with expectation. During the quarter we added 5 new strategic clients, all of which have potential to grow. Our strategy is to pivot AXISCADES to a dig
Slide 8: Financial Highlights for Q3FY22
Financial Highlights for Q3FY22 • Revenue at INR 1,693 Mn; Strong Revenue growth of 25.3% Q-o-Q and 35.7% Y-o-Y • USD revenue at $22.7 Mn growth of 24.3% Q-o-Q and 34.6% Y-o-Y • EBITDA at INR 201 Mn at 11.82% compared to 10.66% in Q2 FY22; driven by strong operating performance • PAT at INR 79 Mn; g
Slide 9: Operational Highlights for Q3FY22
Operational Highlights for Q3FY22 • Added 5 new customers, 1 in Automotive and 4 in Heavy Engineering vertical • Secured a multi-year contract renewal from Airbus and have been recognized as a preferred supplier to Airbus EMES3 (“Engineering, Manufacturing Engineering and Services Strategic Supplier
Slide 10: Organization Development
Organization Development Arun Krishnamurthi – Chief Executive Officer and Managing Director Arun has ~3 decades of experience and he has worked with Wipro and Tata Technologies. He has managed large P&L across geographies specially in Europe, USA and Australia. In his previous stints, he was managin
Slide 11: Consolidated Financial Performance – Q3 FY22
Consolidated Financial Performance – Q3 FY22 Particulars (INR Mn) Q3 FY21 Q2 FY22 Q3 FY22 Key highlights Q-o-Q Revenue 1,248 1,351 1,693 Other Operating Income 7 5 6 ▪ Revenue growth of 25.3% driven by growth Other Income 30 33 3 in Aerospace and Defence vertical Total Revenue 1,285 1,388 1,702 ▪ EB
Slide 12: Consolidated Balance Sheet Snapshot
Consolidated Balance Sheet Snapshot Particulars (INR Mn.) 31-Mar-21 31-Dec-21 Key highlights Q-o-Q Net Worth 2,986 3,164 ▪ Debt repayment of INR 212 Mn in YTD FY22. Total debt(excld. Inter Co.) 728 516 Total Debt stands at INR 516 Mn as on 31st - Long term loan 208 56 Dec 21 - Current maturities of
Slide 13: Revenue Details Q3FY22
Revenue Details Q3FY22 Revenue Q3 FY21 Q2 FY22 Q3 FY22 QoQ YoY Key Takeaways US$ Mn $ 19.2 $ 18.3 $ 22.7 24.3% 34.6% INR Million 1,248 1,351 1,693 25.3% 35.7% ▪ Engineering vertical grew by 6.6% Q-o-Q and 38.4% Y-o-Y. Revenue by Vertical Q3 FY21 Q2 FY22 Q3 FY22 QoQ YoY Driven by increased traction i
Slide 14: Business performance and Outlook
Business performance and Outlook Aerospace The Aerospace vertical revenue stands at INR 422 Mn, Highest in the last 7 quarters, witnessed growth of 18.1% Q-o-Q and 53.9% Y-o-Y. During the quarter we have also Secured a multi-year contract renewal from Airbus and have been recognized as a preferred s
Slide 15: Annexures
eé AXISCADES Annexures
Slide 16: About AXISCADES Technologies Ltd.
About AXISCADES Technologies Ltd. AXISCADES is a Technology Company focusing on Product Engineering Solutions, serving Global OEMs. Its proven technology products and services, coupled with industry best practices, enable global OEMs to create innovative, sustainable, safer and smarter products. The
Slide 17: Abbreviation and Key Terms
Abbreviation and Key Terms Key Terms Explanation Operating Margin Earning before Interest and taxes is calculated from Financial statement as per Regulation 33 of the Listing Regulations. Total Income Revenue is Total Income from operations as mentioned in Financial statement as per Regulation 33 of
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