Slide 1: Regulation 30 SEBI filing cover letter to BSE
Date: 17th January 2022 To, BSE Limited Department of Corporate Services Phiroze Jeejeebhoy Towers, 25th Floor, Dalal Street, Mumbai - 400 001 Dear Sir/Madam, Sub: Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Pursuant to Regulation 30 of the SEBI (Lis
Slide 2: Investor Presentation Jan 2022
INVESTOR PRESENTATION Jan 2022 investors@asmltd.com
Slide 3: Agenda
ASM OVERVIEW 01 STRATEGY AHEAD 02 KEY MANAGEMENT 03 INDUSTRY ON THE WHOLE 04 THE WAY AHEAD : OUTLOOK 05 FINANCIAL OVERVIEW 06 ANNEXURES 07
Slide 4: Safe Harbor
Safe Harbor This presentation has been prepared by ASM Technologies Ltd based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fair
Slide 5: About Us Who are We
About Us Who are We ASM along with its subsidiaries has been providing world class consulting and product development services in the areas of Engineering Services and Product R&D with 16% 8% successful Offshore Development & Support Centers in India and Overseas for its global clienteles 0 Engineer
Slide 6: Scripting a Journey of Growth
Scripting a Journey of Growth 2021- Bonus Issue to shareholder 2020- Won CII industrial innovation award 2020 for SmartFix 4.0 “top 25 Innovative companies” 2020- Acquisition of Semcon India Private Limited 2019- SmartFix4.0, The Next Revolution In Digital Manufacturing 2018- Expanded in Japan and U
Slide 7: Geographical Presence
Geographical Presence You can find us at: www.asmltd.com
Slide 8: Our Strategy
Our Strategy Zero in on opportunities in key Industries & verticals Acquire New Logos Retain skilled employees, Attract and develop talent Strategic acquisitions of companies in Niche segment and market Continuous focused towards Investment in Emerging Technologies e.g. digital tech Expand Footprint
Slide 9: Key Industries Serviced
Key Industries Serviced SEMICONDUCTOR PRODUCT R&D -HI- & ELECTRONIC AUTOMOTIVE TECH EQUIPMENT You can find us at: www.asmltd.com
Slide 10: Key Management Pillars
Key Management Pillars Mr. M. R. Vikram Mr. Rabindra Srikantan Mr. M Lakshminarayan Chairman Managing Director Director A Chartered Accountant (ICAI) with 41 yrs. of MS in Computer Engineering and Computer M-Tech from Indian Institute of Technology, experience Audit & Assurance Services, Banking Sci
Slide 11: Key Management Pillars
Key Management Pillars Mr. Shekar Viswanathan Mr. Ramesh Radhakrishna Ms. Preeti Rabindra Independent director Director Director A Chartered Accountant (ICAI) with 38 B.E. from the Indian Institute of Technology (IIT), Masters in Commerce – University of Delhi financial services and project finance
Slide 12: ASM Ventures Key Strategic Investments
ASM Ventures Key Strategic Investments You can find us at: www.asmltd.com
Slide 13: Affiliate Program
Affiliate Program ASM Technologies Limited collaborates with CeNSE, IISc and aims to jointly focus on innovation in areas of micro-electromechanical system (MEMS) Salient highlights of the program such are : Joint Research & Development (R & D) CeNSE Facilities utilization Interactions with th
Slide 14: CSR Activities – Past and Current
CSR Activities –Past and Current Dr. S Srikantan Memorial Award – SUSIEC, IETE Dr. K. Sivan ( Chairman, ISRO, Secretary Dept. of Space, Govt of India) Go Sports Foundation – Rahul Dravid Athlete Mentorship Programme Dr R.P Shenoy award for excellence in Science – Padmashri. Dr. Mylswamy Annadurai (F
Slide 15: CSR Activities
CSR Activities Sri Sathya Sai Sarla Memorial Hospital High Quality Medical Care for the Rural Poor Agastya International Foundation to transform and stimulate Annapoorna Breakfast Programme – Sri Sathya Sai Annapoorna Trust the reasoning of underprivileged kids and educators You can find us at: www.
Slide 16: Notable Key Highlights
Notable Key Highlights FY21 Partnered with Netherlands-based EclecticIQ for new Cybersecurity Managed Services offering. Partnered with Lavelle Networks Inc. for exclusive Centre of Excellence (CoE) FY20 Forms & Gears wins CII Industrial Innovation Award 2020 for its pioneering SmartFix4.0 v s
Slide 17: Broad Information Technology (I.T) Macros
Broad Information v Technology (I.T) Macros
Slide 18: Indian Technology Overview: FY20-2021
Indian Technology Overview: FY20-2021 You can find us at: www.asmltd.com Source: NASSCOM Report
Slide 19: Source: NASSCOM Report
You can find us at: www.asmltd.com Source: NASSCOM Report
Slide 20: Investment Areas
INVESTMENT AREAS Digital Technologies Plaformization, Data monetization Cloud Engineering AUTOMOTIVE Electrification (BEVs, EVs) AI/ML, Big Data Analytics Autonomous Vehicles IoT, Edge Computing Contactless solutions, Supply chain Digital Twin/Digital Thread AEROSPACE MRO – Aircraf
Slide 21: Way Forward
Way Forward SEMICONDUCTOR, Electronics FOCUSING ON DESIGN LED GROW DIGITAL STRATEGIC ACQUISITION SYSTEM, SUB SYSTEM, MANUFACTURING ENGINEERING BUSINESS COMPONENT You can find us at: www.asmltd.com
Slide 22: Financials Consolidated
FINANCIALS CONSOLIDATED
Slide 23: Historical Performance
HISTORICAL PERFORMANCE Total Sales (INR Mn) EBITDA (INR. Mn) Profit After Tax (INR. Mn) 1,406.4 86.0 201.5 961.4 64.9 7.0 FY20 FY21 FY20 FY21 FY20 FY21 Cash & Bank (INR. Mn) Net Worth (INR. Mn) Net Block (INR. Mn) 162.5 568.2 193.2 141.9 147.3 504.1 FY20 FY21 FY20 FY21 FY20 FY21 You can find us at:
Slide 24: Quarterly Profit and Loss
Quarterly Profit and Loss Particular (INR. Mn) Q1FY20 Q2FY20 Q3FY20 Q4FY20 Q1FY21 Q2FY21 Q3FY21 Q4FY21 Q1FY22 Q2FY22 Income Income from Operations 203.7 231.9 223.6 260.9 273.6 314.2 378.1 408.0 416.4 477.0 Other Income 4.2 4.1 12.6 20.4 13.5 1.9 10.2 7.0 5.0 3.5 Total Income 207.9 236.0 236.2 281.3
Slide 25: Historical Profit and Loss
Historical Profit and Loss Particular FY17 FY18 FY19 FY20 FY21 (INR. Mn) Income Income from Operations 814.3 826.3 880.3 920.1 1,373.9 Other Income 11.5 19.4 54.5 41.3 32.5 Total Income 825.9 845.7 934.8 961.4 1,406.4 Expenditure Cost of Good Sold - - 53.7 28.8 33.5 Employee Expenses 562.4 566.0 573
Slide 26: Historical Balance Sheet
Historical Balance Sheet Particulars (INR. Mn) FY17 FY18 FY19 FY20 FY21 Particulars (INR. Mn) FY17 FY18 FY19 FY20 FY21 Fixed Assets Liabilities & Provisions Property, Plant and Equipment 75.7 81.6 90.4 158.3 207.9 Secured Loans 0.0 1.7 0.5 48.0 77.9 Intangible Assets 7.5 13.7 59.2 60.4 61.2 Provisio
Slide 27: Key Ratios
Key Ratios FY17 FY18 FY19 FY20 FY21 Profitability Ratios Gross Profit Margins 30.9 31.5 28.8 27.1 32.4 EBITDA Margins 8.9 5.2 11.7 6.8 14.3 EBIT Margins 6.9 3.6 11.0 3.9 12.1 EBT Margins/Pre-Tax Margins 5.5 3.4 10.2 2.0 10.0 Net Profit Margin 1.6 (.9) 8.0 .8 6.3 Return on Investment Ratios Return on
Slide 28: Annexures
Annexures M.Cap Full (INR Cr.) 30th Sept 2021 BSE CODE BLOOMBERG CODE 752.3 10 mn Shares 526433 ASM IN Shareholding Pattern as on 30th Sept 2021 Relative Stock Price Returns vs BSE Small Cap Index 1100 1000 ASM Tech BSE Small Cap Index 987 900 34.4 800 700 600 500 400 61.8 300 224 2.3 200 0.02 100 1
Slide 29: Thank You!
Thank You! Any questions? You can find us at: investors@asmltd.com