Salasar Techno Engineering Ltd. · NSE:SALASAR
Salasar Techno Engineering — Anand Rathi G200 Summit (November 2024)
31 slides from Salasar Techno Engineering's conference presentation, Nov 18, 2024
Slide 1: Outcome of Investors Meet and submission of Investor Presentation
Salasar Techno Engineering Limited Date: 18.11.2024 To, The Manager – Listing The Secretary National Stock Exchange of India Ltd. Exchange Corporate Relationship Dept. Plaza, Bandra Kurla Complex Bandra East BSE Limited Mumbai – 400051 P. J. Tower, Dalal Street, Symbol - SALASAR Mumbai – 400001 Scri
Slide 2: Shaping the Future of Infrastructure
SHAPING THE FUTURE OF INFRASTRUCTURE WITH DEPENDABLE SOLUTIONS THAT ARE BUILT TO LAST SALASAR TECHNO ENGINEERING LIMITED Investor Presentation, November 2024
Slide 3: Safe Harbour
SAFE HARBOUR This presentation and the following discussion may contain “forward looking statements” by Salasar Techno Engineering Limited (“STEL” or “the Company”) that are not historical in nature. These forward looking statements, include statements relating to future results of operations, finan
Slide 4: Vision Mission
VISION To make substantial contribution towards the development of National Infrastructure by providing technologically advanced solutions, and to play a critical role in making India the most preferred destination for the fulfilment of local and global infrastructural needs. MISSION To be at the fo
Slide 5: Our Journey
OUR JOURNEY Bagged project worth Rs. 2,280Mn. for rural electrification from PVVNL, UP. Received status of “Approved Won an order worth Rs. 1,476 Vendor” from PGCIL. Mn. from the state of Introduced – Telecom Monopoles Jharkhand, Haryana, and Got listed on NSE and BSE Platform Commenced operations f
Slide 6: Who We Are?
WHO WE ARE ? Salasar Techno Engineering Limited was incorporated in 2001, and in 2006, Mr. Alok Kumar and Mr Shashank Agarwal started the company's Telecom Tower business. Since then, the company has emerged as a prominent player in the Industry. o In the Manufacturing segment, we manufacture and su
Slide 7: Distinctive Manufacturing Strengths
DISTINCTIVE MANUFACTURING STRENGTHS In-House Capabilities: Features full in-house fabrication and hot-dip galvanizing facilities, enhancing the manufacturing of Advanced Equipment : galvanized towers according to Utilizes high-tech inter- Strategic Location : The customer specifications. national ma
Slide 8: Salasar Business at a Glance
SALASAR BUSINESS AT GLANCE SALASAR MANUFACTURING ENGINEERING PROCUREMENT & CONSTRUCTION (EPC) Telecom Wind • Telecom Towers & Poles • Windmill Towers • Cell on Wheels • Accessories POWER POWER RAILWAY SUBSTATIONS DISTRIBUTIONS TRANSMISSION ELECTRIFICATION LINES Power Heavy Steel Structures Design, S
Slide 9: Clients Catered
CLIENTS CATERED STRONG AND DIVERSIFIED CLIENT BASE, CELEBRATED IN THEIR RESPECTIVE SECTORS HAS HELPED THE COMPANY TO ESTABLISH ITSELF AS A KEY INDUSTRY PLAYER Telecom Sector Power Sector Others/EPC Overseas Clients and many more... Investor Presentation Nov 2024 07
Slide 10: Business Model Canvas
BUSINESS MODEL CANVAS EVOLVING BUSINESS REVENUE STREAM Steels We have two revenue streams: the first is manufacturing, where we as Input provide structures without participating in tenders, and the second is EPC, where we actively participate in the tendering process. COST STRUCTURE The facilities a
Slide 11: Forging the Pillars of Transformations: EMC Acquisition
FORGING THE PILLARS OF TRANSFORMATIONS EMC ACQUISITION Salasar Techno has strategically acquired EMC Limited, a key With a history of exporting galvanized steel towers and hardware since the early 1970s, Salasar Techno is now player in the engineering, procurement, and construction pursuing turnkey
Slide 12: Collaboration-Ramboll India
COLLABORATION-RAMBOLL INDIA Salasar has formed a technical collaboration with M/S Ramboll Telecom of Denmark, a recognized leader in innovative tower design with over 60 years of experience. As Ramboll's largest partner, Salasar benefits from their expertise across diverse industries, including tele
Slide 13: Towards a Greener Tomorrow
TOWARDS A GREENER TOMORROW SALASAR TECHNO ENGINEERING’S STRATEGIC ESG INITIATIVES FOR SUSTAINABLE GROWTH • EMBRACING SUSTAINABILITY o At a critical phase of integrating Environmental, Social, and Governance (ESG) principles into our core operations. o ESG focus is vital for achieving sustainable gro
Slide 14: Key Indicators
KEY INDICATORS 600+ Clients Supplied and customers served 50,000+ Laid Telecom ~885KMs Towers of Power Laid Transmission ~695 Line Railway Zero track km Defect Production Capacity Utilisation Serves stood at 55% 25+ countries Investor Presentation Nov 2024 12
Slide 15: We Occupy a Distinctive Position
WE OCCUPY A DISTINCTIVE POSITION • Forward Integrated • Hold Sizeable Position in Monopoles- o Monopoles, previously popular only in the US and Europe, are gaining traction in India due to their advantages over lattice towers, including reduced space requirements, faster erection, and shorter delive
Slide 16: Consolidated Income Statement
CONSOLIDATED INCOME STATEMENT INR Crore FY20 FY21 FY22 FY23 FY24 Revenue 526 597 719 1,005 1,208 Revenue % Growth 13.37% 20.50% 39.79% 20.25% EBITDA (Ex OI) 52 57 69 92 122 EBITDA Margin 10% 10% 10% 9% 10% EBIT 47 51 62 84 112 EBIT Margin 9% 9% 9% 8% 9% PAT 22 30 31 41 53 PAT Margin 4% 5% 4% 4% 4% I
Slide 17: Consolidated Balance Sheet
CONSOLIDATED BALANCE SHEET BALANCE SHEET EQUITY & LIABILITIES Assets FY22 FY23 FY24 Equity & Liabilities FY22 FY23 FY24 PP&E 12,491.5 15,921.6 22,634.2 Equity share capital 2,857.1 3,157.1 15,785.3 Capital work in progress 551.9 2,140.9 Other equity 25,343.1 36,894.3 29,245.3 Other intangible assets
Slide 18: Highlights
HIGHLIGHTS REVENUE NET PROFIT EBITDA ROCE WORKING CAPITAL DAYS DEBT/EQUITY Investor Presentation Nov 2024 16
Slide 19: Industry Overview & Growth Opportunities
INDUSTRY OVERVIEW & GROWTH OPPORTUNITIES
Slide 20: Telecom Sector
TELECOM SECTOR India is the second largest Telecom market in the world with a subscriber base of 1.18 Billion. Telecom Towers in India (in 000s) 1800 1,672 1600 1,508 1400 1,345 1,185 1200 1,028 1000 914 837 800 754 600 400 200 0 FY 2023 FY 2024F FY 2025F FY 2026F FY 2027F FY 2028F FY 2029F FY 2030F
Slide 21: Railway Sector
RAILWAY SECTOR Growth of Railway Electrification (Route Km, RKM) Budget Allocation for Railway Electrification *6,886 RKM already commissioned till21 7,542 7,700 29,201 * 6,960 6,601 6,302 13,687 3,396 3,457 2,163 830 1,005 1,206 2,150 3,038 2004-09 2009-14 2014-19 2019-24 (Planned) FY13 FY14 FY15 F
Slide 22: Power T&D
POWER T&D 01 02 03 04 05 Global and domestic As per the National The Transmission Plan The transmission plan With several investments in T&D Electricity Plan, over also covers Cross highlights new transmission schemes infrastructure for 1,91,000 ckm of trans- border technology options in under const
Slide 23: Power T&D Lines–Seizing the Opportunity
POWER T&D LINES–SEIZING THE OPPORTUNITY GRID GROWTH IN RELIABILITY DEMAND FOR TRANSMISSION EQUIPMENT RENEWABLE ENERGY DEVELOPMENT KEY GROWTH LOAD GROWTH AND INCREASED DRIVERS ELECTRIFICATION GENERATION AGEING CAPACITY INFRASTRUCTURE ADDITION Investor Presentation Nov 2024 23
Slide 24: Order Book Position and Composition
ORDER BOOK POSITION AND COMPOSITION AS OF 30TH SEP 2024, STEL HAS A STRONG DIVERSIFIED ORDER BOOK WORTH RS. 23,880 MN. PROVIDING STRONG REVENUE VISIBILITY Investor Presentation Nov 2024 24
Slide 25: Segmental Revenue Breakup
SEGMENTAL REVENUE BREAKUP FY22 FY23 FY24 Q1FY25 Q2FY24 Q2FY25 Investor Presentation Nov 2024 25
Slide 26: Order Book Pie
ORDER BOOK PIE TOTAL ORDERS (MILLIONS) TH ROW 2X G 23880 Investor Presentation Nov 2024 26
Slide 27: Order Book Highlights
ORDER BOOK HIGHLIGHTS • The company has • The company's strategic secured new orders move to broaden its • Share of non-T&D portfolio by increasing totaling Rs 2,540 products, including the proportion of non million during the Railways and Telecom, T&D products, such as quarter, with in the overall
Slide 28: Strong Bidding Pipeline
STRONG BIDDING PIPELINE The company has a robust bidding pipeline, actively pursuing projects worth Rs 2,350 million on the international front and about Rs. INTERNATIONAL DOMESTIC 1,850 million domestically. Robust Bid Pipeline expected in domestic Power T&D up-to year 2032 on back of Expecting Int
Slide 29: Our Management
OUR MANAGEMENT Mr. Alok Kumar Mr. Shashank Agarwal Mr. Shalabh Agarwal Ms. Tripti Gupta Chairman & Managing Director Joint Managing Director Whole Time Director Whole Time Director B.Sc. from Punjab University. B.E. (Mech) from MIT, Manipal. B.E. (Mech) from MIT, Manipal. B.Com from SRCC, Delhi and
Slide 30: Our Management
OUR MANAGEMENT Mr. Sanjay Chandak Mr. Vijay Kumar Jain Mr. Mukesh Kumar Garg Mrs. Garima Dhamija Independent & Non-Executive Director Independent & Non-Executive Director Independent & Non-Executive Director Independent & Non-Executive Director Chartered Accountant. B.E. (hons) and MBA. B.Tech Civil
Slide 31: Thank You
THANK YOU For further information on the Company, please visit - www.salasartechno.com Email: compliance@salasartechno.com Contact: +91 172 466 7111 Captive IR Strategic Advisors Pvt. Ltd. Krunal Shah/ Vinayak Shirodkar Email: krunal@cap-ir.com/ vinayak@cap-ir.com Contact: +91 93724 67194 Investor P
Salasar Techno Engineering — Anand Rathi G200 Summit (November 2024) on 6ix