Cadsys (india) Ltd. · NSE:CADSYS
Cadsys (india) — H1 FY2020-21 Earnings Presentation
14 slides from Cadsys (india)'s earnings presentation, November 2020
Slide 1: Investor Presentation: Review of H1 Financial Results FY 2020-21
INVESTOR PRESENTATION Review of H1 Financial Results FY 2020-21
Slide 2: Disclaimer
Disclaimer This document contains certain forward-looking statements/details in the current scenario, which is extremely dynamic and increasingly fraught with risks and uncertainties. Actual results, performances, achievements or sequence of events may be materially different from the views expresse
Slide 3: Review Items
Review Items § Products and Services § Financial Snapshot § Operational Highlights § Results Analysis § Industry Outlook 3
Slide 4: Products and Services
Products and Services New Offering– DASConnect Key Services Innovative Wireless Solution for § GIS – Telecom, Asset Mapping. Health Care § End to End Fiber and Coax design. § 5G, DAS and Wireless Engineering Services. § Software – Development, IoT Solutions, Web/Mobile and Cloud § Enables Digital Tr
Slide 5: Financial Snapshot
Financial Snapshot Statement of Profit & Loss (Figures In lakhs) 5
Slide 6: Notes on Financial Results
Notes on Financial Results § Your company was awarded a forgivable loan of Rs. 2.53 Cr. § However, the amount was considered as “Loan” as of Sep 30th,2020 as the forgiveness application was accepted by bank only in October. § By considering the grant amount the net loss would reduce to Rs. 2.27Cr. w
Slide 7: Restructuring the Operations
Restructuring the Operations COVID Impact § The complete shut down of the operations during Lockdown Phase 1 halted deliveries. § Adapting to new working norms: The Company re-negotiated and amended contracts with the customers to enable “Work from Home”. § Reshaping the working methods for all the
Slide 8: Risk Mitigation
Risk Mitigation § Setting up regional satellite production centers to enable staff to come to office and work in less crowded environment – One already started in Guntur . § Company is in the process of setting up similar regional satellite production centers in Trichy and Bhubaneshwar. § We have pr
Slide 9: Major Contracts and Milestones
Major Contracts and Milestones Bagged IDIQ (indefinite delivery and indefinite quantity) contract for 5G roll out in March 2020. The value of contract is undeterminable in the current situation but has a potential of over $ 20 MM over 2 to 3 years. The execution of the contract has just started in A
Slide 10: Expanding to new Own office space
Expanding to new Own office space Features: § Innovative floor plan with modern and high-class technology in compliance with prescribed safety guidelines. § WFH Simulation rooms to train resources to Work from Home. § Meeting rooms equipped for contact less operation. § Every workstation will be con
Slide 11: Industry Outlook
Industry Outlook § It is estimated that data produced per day would increase from Current 2.5 Exabytes per day to 463 Exabytes per day by 2025 as per IIT, Madras findings. § Ubiquitous broadband and enormous wireless bandwidth are needed to handle this amount of data. Telecommunications, which held
Slide 12: Global 5G Addressable Opportunities
Global 5G Addressable Opportunities *Source – Ericsson and Arthur D. Little 12 https://www.ericsson.com/assets/local/5g/the-5g-for-business-a-2030-compass-report-2019.pdf
Slide 13: Estimated 5G Market Size
Estimated 5G Market Size § Regional Split - 5G-enabled B2B opportunity across 10 industries including Energy & Utilities. COVID is accelerating these deployments *Source - https://www.ericsson.com/assets/local/5g/the-5g-for-business-a-2030-compass-report-2019.pdf 13
Slide 14: Thank You
THANK YOU ‘© CADSYS (INDIA) LIMITED