Asian Energy Services Limited · NSE:ASIANENE
Asian Energy Services — Q4 FY22 Earnings Presentation
20 slides from Asian Energy Services's earnings presentation, May 27, 2022
Slide 1: Cover letter to stock exchanges
Ref: 2022/AES/SE/GEN/0026 27th May, 2022 To, To, The Listing Department, The Listing Department, BSE Limited, National Stock Exchange of India Limited, Floor 25, P. J. Towers, Exchange Plaza, Plot No. C/1, G Block, Bandra Dalal Street, Mumbai 400 001 Kurla Complex, Bandra (East), Mumbai 400 051 BSE
Slide 2: Investor Release Q4 FY22
= _ Energy Services Source to Solutions INVESTOR RELEASE > < Q4 FY22 > - >
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Asian Energy Services Ltd. (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any se
Slide 4: Financial Highlights
Financial Highlights Rs. Crs HIGHLIGHTS FY 22 FY21 Growth REVENUE 260 229 14% Strong Balance Sheet (good cash balance) EBIDTA 66 55 20% Improved execution and PAT 39 23 72% profitability 3
Slide 5: Our Journey – Evolving from Seismic Services Provider to Energy Specialist
Our Journey – Evolving from Seismic Services Provider to Energy Specialist Started widening services Decided to expand portfolio beyond seismic services portfolio New era for in Oil & Gas beyond Oil & Gas ASIAN Till 2016 2016 2018 2020 2021 2022 SEISMIC SERVICES FORAYED INTO FORAYED INTO FORAYED INT
Slide 6: Advantage ASIAN
Advantage ASIAN Technology Driven Solutions Strong Balance Sheet & Asset Base Focus on bringing new technology to work Debt free Balance Sheet with healthy cash & bank balance Only Indian company to offer 3D wireless seismic technology Strong asset base of Seismic equipment's Experience Across Chall
Slide 7: Our Core Values
Our Core Values We strive to build close relationships We implement the latest & best industry with our customers, stakeholders wide technology & practices to ensure the and employees and we rigorously utmost quality of services to customers try to uphold our commitments Core We guarantee reliabilit
Slide 8: Business Segment
BUSINESS SEGMENT c Mineral and Oil & Gas Other Energy Sectors - Seismic Services - Material Handling Plant - O&M Services - Exploration Services - Production Facility - Seismic Services Construction Services Dedicated team to focus, deliver and expand business 7
Slide 9: Oil & Gas - Presence and capabilities across E&P lifecycle
Oil & Gas - Presence and capabilities across E&P lifecycle and services value chain - Leading Seismic Services provider in India with comprehensive equipmentc base and latest technology - End to end Operations & Maintenance (O&M) of oil fields and processing plants - Construction of Production and P
Slide 10: Mineral and Other Energy Sectors
Mineral and Other Energy Sectors - Diversified to mineral and other energy sectors to expand services offeringc beyond Oil & Gas sector - Focusing on Material Handling Plant as a sector with focus on modernization of coal and mineral evacuation infrastructure - Providing exploration services (seismi
Slide 11: Operation Updates – Oil & Gas
Operation Updates – Oil & Gas O&M • AESL has completed mobilization for Suvali O&M contract on schedule for Vedanta Ltd. The contract value is Rs 248 crs for four years and contract has an extension option for another year. • AESL O&M contract for Amguri field for Oilmax Energy Pvt Ltd in Assam is p
Slide 12: Operation Updates – Mineral and Other Energy Sectors
Operation Updates – Mineral and Other Energy Sectors Material Handling Plant • Hura Project (Coal India): AESL along with its Joint Venture partner has commenced executing HURA CHP. • Gevra Project (HEC): AESL has commenced execution of the project and it’s progressing well as per schedule. 11
Slide 13: Business Outlook
BUSINESS OUTLOOK Oil & Gas • With higher Oil & Gas prices, business activities across segment is expanding. • Govt of India focus to increase domestic output and Oil & Gas reserve base has opened the Oil & Gas services sector with lot of seismic services projects in pipeline like NSP-2, Mission Anve
Slide 14: Message from CEO & Whole Time Director
Message from CEO & Whole Time Director Reflecting on the performance Mr. Ashutosh Kumar, Whole-time Director and CEO, said: We have been successful in converting our vision of entering into infrastructure business by securing two contracts for Material Handing system where end client is Coal India,
Slide 15: CSR Campaigns - A conscious effort to contribute to the communities we work in
CSR Campaigns - A conscious effort to contribute to the communities we work in Providing water pump and other facilities to upgrade the drinking water supply in Selenghat village in Shivsagar district of Assam. Distribution of School Bags, Books, etc. to students of local school in Amguri 14
Slide 16: Financial Performance Overview – FY 2022
Financial Performance Overview – FY 2022
Slide 17: FY22 Audited Consolidated Profit & Loss Statement
FY22 Audited Consolidated Profit & Loss Statement Particulars (in Rs. Crore) FY22 FY21 Y-o-Y Revenue from Operations 260.47 228.79 14% FY22 performance: Project related expense 152.55 146.18 The company is net zero debt free and Gross Profit 107.93 82.61 31% Gross Margin 41.43% 36.11% with Nil l
Slide 18: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement New Management Previous Management Particulars (Rs. Crs) FY22 FY21 FY20 FY19 FY18 FY17 FY16 Revenue from Operations 260.47 228.79 273.04 193.9 222.2 124.3 77.7 Project related expense 152.55 146.18 181.81 127.7 124.2 56.6 66.0 Employee benefits expense 21.87 14.2
Slide 19: Consolidated Balance Sheet
Consolidated Balance Sheet Previous Previous New Management New Management ASSETS (Rs. Crs) Management Management EQUITY AND LIABILITIES (Rs. Crs) Mar-22 Mar-21 Mar -20 Mar-19 Mar-17 Mar-16 Mar-22 Mar-21 Mar-20 Mar-19 Mar-17 Mar-16 Non-current assets 126 144 118 100 121 106 Equity 242 204 181 152 82
Slide 20: Investor Relations
Asian Energy Services Limited CIN: L23200MH1992PLC318353 Investor Relations Email id: sumit.maheshwari@asianenergy.com www.asianenergy.com 19
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