Ador Welding Limited · NSE:ADOR

Ador Welding — Investor Presentation (May 2025)

18 slides from Ador Welding's investor presentation, May 12, 2025

  1. Slide 1: Exchange filing cover letter

    AWL/SEC/SE/2025-26/9 12th May, 2025 BSE LTD. NATIONAL STOCK EXCHANGE OF INDIA LTD. Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, 1st Floor, Dalal Street, Bandra-Kurla Complex Fort, Mumbai – 400 023 Bandra (East), Mumbai - 400 051. Company Scrip Code: 517041 Company Symbol: ADOR Dear Sir/M

  2. Slide 2: Investor Presentation May 12, 2025

    INVESTOR PRESENTATION May 12, 2025 Creating The Best Welding Experience

  3. Slide 3: Disclaimer

    Disclaimer • This Investor Presentation by Ador Welding Ltd. (“Ador / the Company”) is solely for informational purposes. This presentation does not constitute an offer or invitation, directly or indirectly, to purchase or subscribe for any securities of Ador. • The information contained herein has

  4. Slide 4: Management Team

    Management Team 3 Creating the Best Welding Experience

  5. Slide 5: Vision and Mission

    Vision - Creating the Best Welding Experience. Mission - To be India’sVISION No. 1 Welding Company. Creating the best welding experience To be Mid-Cap Company by 2029 PERFORMANCE CUSTOMER EXPERIENCE TRUST

  6. Slide 6: Update FY25

    Update FY25 Revenue Growth - 5% over FY24. Strong Operating cash flow of ~INR 139 crs. Efficient operational working capital management by improving 18 days. No. of days Particulars Mar'25 Mar'24 Inventory 41 49 Receivables 63 61 Payables 40 29 Working Capital 64 82 Net Debt Free New Markets: U

  7. Slide 7: Quarterly and annual financials

    FY 25 Quarter Year Ended Particulars Q4 FY25 Q3 FY25 Q4 FY24 FY25 FY 24 Revenue from Operations 308 273 296 1117 1067 COGS 204 176 192 724 686 Manufacturing Expenses 21 16 19 74 71 Gross Margin 83 82 85 319 310 Gross Margin % 26.9% 29.9% 28.7% 28.6% 29.1% Employee Benefit cost 25 28 25 108 98 Other

  8. Slide 8: Segment Overview

    Segment Overview FY'25 FY'24 Particulars Products M&R Services Total Products M&R Services Total Revenue 900 133 84 1117 854 179 35 1067 Growth 5% -25% 142% 5% EBIT 116 25 -16 124 115 35 -8 142 EBIT Margins 12.8% 18.7% -19.4% 11.1% 13.4% 19.7% -23.7% 13.3% Q4'25 Q3'25 Particulars Products M&R Servic

  9. Slide 9: FPED

    FPED Focus on:  Turnaround of division: - Timely execution of projects; - Cost optimization and manufacturing efficiency; - Orders with improved margins.  In-house products – Flares, Process Equipment and Heat exchanger. 8 Creating the Best Welding Experience

  10. Slide 10: Products and Capacity Enhancement

    Products and Capacity Enhancement Flux cored wire and Stainless-Steel products. Rhino-E – Market Trials started. Focus on High end welding consumables Approvals - Nuclear (NPCIL) - Thermal - Defence 9 Creating the Best Welding Experience

  11. Slide 11: Pillars of our Strategy

    Pillars of our Strategy 10 Creating the Best Welding Experience

  12. Slide 12: Growth

    Growth  Focus on Volume growth and improved pricing driving topline and Margin % growth across all Products / business segments  Create a Performance Culture  Vitality Index & Time to Market - Growth from New Products. 11 Creating the Best Welding Experience

  13. Slide 13: Operational Excellence - Driving efficiency and Innovation

    Operational Excellence - Driving efficiency and Innovation Focus on Cost, Quality and Productivity Innovation & Continuous Improvements Digitalization and Automation Safety & EHS Compliance 12 Creating the Best Welding Experience

  14. Slide 14: Customer Focus - Best Welding Experience

    Customer Focus - Best Welding Experience Enhance our Brand value Customer Engagement Strengthen our distribution network Industry Segment Focus 13 Creating the Best Welding Experience

  15. Slide 15: Merger – Value creation

    Merger – Value creation • The Effective date of merger 25th Sept’24 , and the appointed date April’22 . • Integration process on . • Synergies across • Manufacturing & Supply chain • Product Development • Cost Structure 14 Creating the Best Welding Experience

  16. Slide 16: Q&A

    Q&A 15 Creating the Best Welding Experience

  17. Slide 17: Guidelines

    Guidelines • Due to the time constraints, we would be limiting a maximum of 2 to 3 questions per participant. Please be quick & precise with your questions • Please avoid asking questions, already answered or covered in the presentation • Anyone interested in asking questions are requested to put th

  18. Slide 18: Thank You

    THANK YOU Creating the Best Welding Experience

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