Bharat Dynamics Ltd. · NSE:BDL
Bharat Dynamics — Non-Deal Roadshow (July 2020)
16 slides from Bharat Dynamics's roadshow presentation, Jul 28, 2020
Slide 1: Intimation of Investor's Roadshow cover letter
ata saaiaera fares BHARAT DYNAMICS LIMITED BHARATDYNAMICSLIMITED (A Govt. of India Enterprise, Ministry of Defence) CIN :- L24292TG1970GO1001353 Corporate Office: - Plot No. 38-39, TSFC Building, Near ICICI Towers, Financial District, Nanakramguda, Hyderabad-500032 Registered Office: - Kanchanbagh,
Slide 2: Bharat Dynamics Limited Corporate Presentation
BHARAT DYNAMICS LIMITED CORPORATE PRESENTATION 1
Slide 3: Disclaimer
DISCLAIMER By attending the meeting/telephonic call where this presentation is made, you agree to be bound by the trailing restrictions regarding the information disclosed in this presentation. This presentation has been prepared by Bharat Dynamics Limited (the “Company”) solely for information purp
Slide 4: Overview
BHARAT DYNAMICS LIMITED OVERVIEW • Bharat Dynamics Limited (BDL) was established in Hyderabad in the year 1970 as a Government of India Enterprise under the Rich History Ministry of Defence • BDL was nominated as a Mini- Ratna – Category – I Company by the Government of India in 2000 • BDL was ident
Slide 5: Missile Program Presents a Large Opportunity
BHARAT DYNAMICS LIMITED MISSILE PROGRAM PRESENTS A LARGE OPPORTUNITY Consistent Procurement Expected In The Next Decade For Guided Missile Systems With A Key Focus On Tactical Missiles BDL Addresses 54% Of India’s Missiles & Torpedos Market Expected Procurement (in USD Bn) Addressed Addresse Guided
Slide 6: Strong Product Suite
BHARAT DYNAMICS LIMITED STRONG PRODUCT SUITE Akash Missile System • Indigenously developed by DRDO, an all weather, air defence weapon system. Indigenization Level : 96% • The missile uses a high explosive, pre-fragmented warhead that can engage multiple threats simultaneously • Integral Ramjet Rock
Slide 7: Strong Product Suite
BHARAT DYNAMICS LIMITED STRONG PRODUCT SUITE Milan-2T • 2nd Generation, Wire – Guided with tandem warhead to destroy tanks • The Milan warhead can target both moving and stationary targets • ToT from MBDA, France. Indigenization Level : 71% Anti Tank Konkurs - M Guided Missile • 2nd Generation, Wire
Slide 8: Robust Manufacturing Facilities
BHARAT DYNAMICS LIMITED ROBUST MANUFACTURING FACILTIES Facilities under development Manufacture of Very Short Hyderabad Amravati Range Air Defence (“VSHORAD”) Products manufactured Missiles • Milan-2T ATGM • Akash SAM Manufacture of SAM Missiles • LRSAM/MRSAM Ibrahimpatnam (incl. new generation) • C
Slide 9: Strong Focus on Innovation
BHARAT DYNAMICS LIMITED STRONG FOCUS ON INNOVATION The Company Has Consistently Partnered with DRDO As Well As Leading Global Defence Players To Assist The Indian Armed Force’s In Keeping Its Armory Up To Date Company has set up its own R&D department. Additionally the company partners extensively w
Slide 10: Order Book Position
BHARAT DYNAMICS LIMITED ORDER BOOK POSITION Stable Order Book Key Initiatives By The Government of India For Promoting Indigenization Varunastra Heavy Weight ✓ the MoD, during the past year, has Order Book As Order Book As Torpedo announced the setting up of two defence on 1st April New Orders in on
Slide 11: Skilled Team Led by Experienced Management
BHARAT DYNAMICS LIMITED SKILLED TEAM LED BY EXPERIENCED MANAGEMENT Cmde Siddharth Mishra (Retd) Chairman & Managing Director ➢ Over 33 years of distinguished service in the Indian Navy ➢ Prior to taking charge as CMD of BDL, he was General Manager (Defence) at ECIL, Hyderabad where he steered variou
Slide 12: Backed by an Experienced Board
BHARAT DYNAMICS LIMITED BACKED BY AN EXPERIENCED BOARD Government Directors Shri AK Mahajan, Shri MSR Prasad Addl FA (AK) & JS DG (MSS) Government Director Government Director Independent Directors Shri K.S.Sampath Shri Ajay Nath Smt K Latha Narsimhamurthy Source: Company Website 11
Slide 13: Impact of COVID-19 Pandemic
IMPACT OF COVID – 19 PANDEMIC Status of Plants Business Impact • Q1FY21 Revenue & Profitability to be impacted. Company’s Manufacturing Facilities resumed with 33% staff • Company expects the business situation to normalize in the w.e.f May 4, 2020 and with 50% staff from May 20, 2020 in Second half
Slide 14: Key Financial Highlights
BHARAT DYNAMICS LIMITED KEY FINANCIAL HIGHLIGHTS Revenue from Operations (in INR Cr) EBITDA (in INR Cr) & EBITDA Margin 6000 1000 23.5% 25% 4,886.6 900 20.3% 5000 4,587.6 800 20% 4,160.0 700 4000 3,069.4 3,095.2 600 15% 12.0% 14.6% 3000 500 400 11.6% 10% 2000 300 200 5% 1000 100 499.6 568.6 668.0 62
Slide 15: Key Financial Highlights
BHARAT DYNAMICS LIMITED KEY FINANCIAL HIGHLIGHTS Return on Equity (in %) Total Dividend(in INR Cr) & Dividend Payout Ratio 40% 250 31% 33.9% 30.1% 30.1% 30.2% 35% 29.9% 30.0% 30% 200 30% 26.2% 25.4% 25% 21.9% 29% 20.0% 150 20% 28% 15% 100 27% 10% 50 26% 5% 169 157 159 127 161* 0% 0 25% FY16 FY17 FY1
Slide 16: Thank You
p> BHARAT DYNAMICS LTD. (A Govt. of India Enterprise) THANK YOU