Zensar Technologies Limited · NSE:ZENSARTECH
Zensar Technologies — Q2 FY2023 Earnings Presentation
29 slides from Zensar Technologies's earnings presentation, Oct 20, 2022
Slide 1: Exchange cover letter: Press Release and Analyst Presentation
Date: October 20, 2022 BSE Limited The National Stock Exchange of India Ltd. Corporate Service Department, Exchange Plaza, 03rd floor, 01st Floor, P. J. Towers, Plot No. C/1, ‘G’ block, Dalal Street, Bandra Kurla Complex, Bandra (E), Mumbai 400 001 Mumbai 400 051 Fax: (022) 2272 2039/2272 3121 Fax:
Slide 2: Zensar reports 14.4% quarterly YoY constant currency growth in Q2FY23
y -ensar » . | 7 7 Zensar reports 14.4% quarterly YoY constant currency growth in Q2FY23 Pune, India, October 20, 2022: Zensar Technologies, a leading experience engineering and technology solutions company, announced its consolidated financial results for the second quarter, ending September 30, 20
Slide 3: Significant Wins in Q2FY23
zensar’ » . | Significant Wins in Q2FY23: e Application development services and mandate for data engineering and data services for an American global technology company e Application services for a large US medical technology manufacturer e Application services for a leading US-based provider of ri
Slide 4: Safe Harbor
zZensar Safe Harbor Certain statements in this release concerning our future prospects are forward-looking statements that involve a number of underlying identified/non-identified risks and uncertainties that could cause actual results to differ materially. This release and other statements—written
Slide 5: Zensar reports 14.4% quarterly YoY constant currency growth in Q2FY23
or TvTensar De Zensar reports 14.4% quarterly YoY constant currency growth in Q2FY23 Pune, India, October 20, 2022: Zensar Technologies, a leading experience engineering and technology solutions company, announced its consolidated financial results for the second quarter, ending September 30, 2022,
Slide 6: Significant Wins in Q2FY23
Significant Wins in Q2FY23: e Application development services and mandate for data engineering and data services for an American global technology company e Application services for a large US medical technology manufacturer e Application services for a leading US-based provider of risk management
Slide 7: Q2FY23 Revenue and Profitability snapshot
Q2FY23 Revenue and Profitability snapshot: Q2FY23 Growth Particulars Q-o-Q Y-o-Y USD Mn INR Mn USD INR CC USD INR CC Revenue 155.0 12,346 -0.5% 2.6% 1.6% 9.3% 17.5% 14.4% EBITDA 13.2 1,055 -24.4% -22.5% -39.5% -34.6% EBIT 7.0 563 -36.9% -35.4% -54.7% -50.8% PAT 7.1 568 -26.0% -24.4% -44.5% -39.9% Pe
Slide 8: Income Statement (USD Mn)
Income Statement (USD Mn) Income Statement (USD Mn) Q2 FY 22 FY22 Q1 FY 23 Q2 FY 23 Operating revenue 141.9 569.4 155.9 155.0 Sequential Growth 11.6% 1.7% -0.5% Year-Over-Year Growth 12.7% 15.3% 22.6% 9.3% Cost of revenue 98.4 391.9 114.5 115.8 Gross profit 43.4 177.4 41.4 39.2 Gross profit % of rev
Slide 9: Income Statement (INR Mn)
Income Statement (INR Mn) Income Statement (INR Mn) Q2 FY 22 FY22 Q1 FY 23 Q2 FY 23 Operating revenue 10,506 42,438 12,034 12,346 Sequential Growth 12.2% 4.3% 2.6% Year-Over-Year Growth 12.2% 15.7% 28.5% 17.5% - Cost of revenue 7,292 29,213 8,829 9,218 - Gross profit 3,214 13,224 3,205 3,129 Gross p
Slide 10: Other Metrics
Other Metrics Other Metrics Q2 FY 22 FY 22 Q1 FY 23 Q2 FY 23 Revenue By Service Offering (as % of Revenue) Digital & Application Services (DAS) 84.8% 83.5% 82.2% 80.0% Digital Services 61.5% 59.8% 58.4% 57.7% Core Application Services 23.3% 23.7% 23.7% 22.3% Digital Foundation Services (DFS) 15.2% 1
Slide 11: Other Metrics: Clients, Utilization and Employee Data
Other Metrics Q2 FY 22 FY 22 Q1 FY 23 Q2 FY 23 Number of million dollar Clients (LTM Revenue) 1 Million dollar + 85 83 86 87 5 Million dollar + 26 27 26 28 10 Million dollar + 10 11 13 13 20 Million dollar + 3 4 4 3 Revenue from top clients Revenue- top 5 clients 35.0% 34.9% 33.3% 34.6% Revenue- top
Slide 12: About Zensar and RPG Enterprises
About Zensar (www.zensar.com): We conceptualize, build, and manage digital products through experience design, data engineering, and advanced analytics for over 130 leading companies. Our solutions leverage industry-leading platforms, and help clients be competitive, agile, and disruptive as they na
Slide 13: Analyst Presentation, Quarter ending September 30, 2022
zensar Analyst Presentation Quarter ending September 30, 2022 Zensar Technologies Ltd. An @RPG Company
Slide 14: www.zensar.com | © Zensar Technologies 2022 | Page 2 #AnewZensar
www.zensar.com | © Zensar Technologies 2022 | Page 2 #AnewZensar
Slide 15: www.zensar.com | © Zensar Technologies 2022 | Page 3 #AnewZensar
www.zensar.com | © Zensar Technologies 2022 | Page 3 #AnewZensar
Slide 16: www.zensar.com | © Zensar Technologies 2022 | Page 4
• • • • • www.zensar.com | © Zensar Technologies 2022 | Page 4
Slide 17: www.zensar.com | © Zensar Technologies 2022 | Page 5 #AnewZensar
www.zensar.com | © Zensar Technologies 2022 | Page 5 #AnewZensar
Slide 18: www.zensar.com | © Zensar Technologies 2022 | Page 6 #AnewZensar
www.zensar.com | © Zensar Technologies 2022 | Page 6 #AnewZensar
Slide 19: www.zensar.com | © Zensar Technologies 2022 | Page 7 #AnewZensar
www.zensar.com | © Zensar Technologies 2022 | Page 7 #AnewZensar
Slide 20: www.zensar.com | © Zensar Technologies 2022 | Page 8 #AnewZensar
www.zensar.com | © Zensar Technologies 2022 | Page 8 #AnewZensar
Slide 21: www.zensar.com | © Zensar Technologies 2022 | Page 9 #AnewZensar
www.zensar.com | © Zensar Technologies 2022 | Page 9 #AnewZensar
Slide 22: www.zensar.com | © Zensar Technologies 2022 | Page 10 #AnewZensar
www.zensar.com | © Zensar Technologies 2022 | Page 10 #AnewZensar
Slide 23: www.zensar.com | © Zensar Technologies 2022 | Page 11
• • • • • www.zensar.com | © Zensar Technologies 2022 | Page 11
Slide 24: www.zensar.com | © Zensar Technologies 2022 | Page 12 #AnewZensar
www.zensar.com | © Zensar Technologies 2022 | Page 12 #AnewZensar
Slide 25: RPG Group Update
RPG Group Update
Slide 26: www.zensar.com | © Zensar Technologies 2022 | Page 14 #AnewZensar
www.zensar.com | © Zensar Technologies 2022 | Page 14 #AnewZensar
Slide 27: www.zensar.com | © Zensar Technologies 2022 | Page 15 #AnewZensar
www.zensar.com | © Zensar Technologies 2022 | Page 15 #AnewZensar
Slide 28: www.zensar.com | © Zensar Technologies 2022 | Page 16 #AnewZensar
• • • • • • • • • www.zensar.com | © Zensar Technologies 2022 | Page 16 #AnewZensar
Slide 29: Thank You
zensar Thank You An @RPG Company
Zensar Technologies — Q2 FY2023 Earnings Presentation on 6ix