Sasken Technologies Ltd · NSE:SASKEN

Sasken Technologies — Q4 FY25 Earnings Presentation

31 slides from Sasken Technologies's earnings presentation, 2025

  1. Slide 1: Investor Presentation Q4 2024-25

    INVESTOR PRESENTATION Q4 2024-25 www.sasken.com | © Sasken Technologies Ltd. 1

  2. Slide 2: Safe Harbor Clause

    Safe Harbor Clause Certain statements in this release concerning our future growth prospects are forward-looking statements, which involve a number of risks, and uncertainties that could cause actual results to differ materially from those in such forward-looking statements due to risks or uncertain

  3. Slide 3: Sasken Group at a glance

    Sasken Group at a glance Product Engineering Digital Transformation Semiconductor Communication Automotive & SatCom Enterprise Industrials Transportation & Devices Off-Highway Grade Devices ASIC Design Services 35+ Years 200+ unique products are shipped 1800+ Cyber Security leadership in Engineering

  4. Slide 4: 60x4x3: Our strategy to accelerate growth

    60x4x3: Our strategy to accelerate growth 60 Marquee Accounts x at least $4 M Anchor culture of execution, accountability & empowerment per account Reinforce World-Class, Tech-First, and Intellectual Integrity x Empower regional teams for culture sensitive local decision-making in 3 Unwavering commi

  5. Slide 5: Our Commitment To Society (ESG)

    Our Commitment To Society (ESG) ENVIRONMENTAL SOCIAL CORPORATE GOVERNANCE GOVERNANCE GOVERNANCE • Environmental Goals • Social Goals • Governance Goal • Water Impact • Diversity & Inclusion • Sustainability Governance • Energy Management • Human Rights • Sustainability Governance Strategy • Greenhou

  6. Slide 6: Snapshot of our FY25 ESG achievements

    Snapshot of our FY25 ESG achievements 69% 100% 100% 4,045 1404KL 15.5 reduction in GHG power of all light kilo litres of Water psitive kgs/per emissions versus replenished by fittings in waste-water in Corporate person/annum ENVIRONMENT 2018/19(YoY 7% sustainable LED recycled campus waste improvemen

  7. Slide 7: Q4 FY25 Performance Highlights

    Q4 FY25 PERFORMANCE HIGHLIGHTS www.sasken.com | © Sasken Technologies Ltd. 7

  8. Slide 8: Message from the Management

    MESSAGE FROM THE MANAGEMENT “Our Q4 performance reemphasizes the resilience and strength of our business mode. and our commitment to sustained, quality growth. We delivered healthy sequential improvements in revenue and profitability, while staying focused on our 60x4x3 mission of scaling impact, in

  9. Slide 9: Financial and operational summary

    Financial and operational summary Our 60x4x3 strategy yielded results in this quarter with improvements in both financial and operational metrics ₹1,480 M 4.8% 2.4% 7.8% ₹7.29 Revenue (2.4% QoQ) EBITDA EBIT PAT EPS (21.5% QoQ) Increasing sales momentum Strengthening Workforce Improving employee me

  10. Slide 10: Key Business Updates

    Key Business Updates MAJOR TECHNOLOGY PEOPLE AND ORDER WINS GROWTH LEVERS PROCESSES • ODC engagement with a U.S. • Continued investments in product • Sasken has been certified for telecom major for Android security to navigate newer “Capability Level and Maturity maintenance and security patch secur

  11. Slide 11: Financial performance snapshot (quarterly)

    Financial performance snapshot (quarterly) Consolidated Revenues ($ M) Consolidated Revenues (₹ M) 1,480 1,445 17 17 1,090 13 Q4 FY25 Q3 FY25 Q4 FY24 Q4 FY25 Q3 FY25 Q4 FY24 QoQ Growth: 1.0% ; YoY Growth: 32.3% QoQ Growth: 2.4% ; YoY Growth: 35.8% Consolidated EBIT (₹ M) Consolidated PAT (₹ M) 2.4%

  12. Slide 12: Financial performance snapshot (FY25)

    Financial performance snapshot (FY25) Consolidated Revenues ($ M) Consolidated Revenues (₹ M) 65 5,509 49 4,064 FY25 FY24 YoY Growth: 32.2% YoY Growth: 35.6% Consolidated EBIT (₹ M) Consolidated PAT (₹ M) 1.6% 5.8% 19.4% 9.1% 233 787 505 89 22.4% 25.6% FY25 FY24 FY25 18.4% 17.6% FY24 12.4% YoY Growt

  13. Slide 13: Customer profile

    Customer profile Number of active customers Customer break-up by LTM sales Revenue mix by project type < $1 M $1M - $4M $4M+ FPP T&M 71 69 64 3 3 1 17 16 15 78% 81% 86% 51 50 48 22% 19% 14% Q4 FY25 Q3 FY25 Q4 FY24 Q4 FY25 Q3 FY25 Q4 FY24 Q4 FY25 Q3 FY25 Q4 FY24 • Number of active customers has been

  14. Slide 14: Order booking status

    Order booking status Total contract value* ($M) Total contract value - New ($M) 28.2 16.7 11.5 10.9 7.8 7.2 Q4 FY25 Q3 FY25 Q2 FY25 Q4 FY25 Q3 FY25 Q2 FY25 Annual contract value* ($M) Annual contract value - New ($M) 25.8 12.9 8.5 8.3 5.9 5.1 22.4% 25.6% 18.4% 17.6% Q4 FY25 Q312.4% FY25 Q2 FY25 Q4 F

  15. Slide 15: News and Achievements

    Q4 FY25 NEWS AND ACHIEVEMENTS www.sasken.com | © Sasken Technologies Ltd. 15

  16. Slide 16: Participation in global events

    Participation in global events Sasken demonstrated its end-to end product Sasken participated in the world’s most prestigious engineering and digital engineering prowess at Ken mobility conference – Mobile World Congress 2025, in TechFest 2025. We welcomed over 150+ customers in Barcelona. Our team

  17. Slide 17: Participation in global events

    Participation in global events Sasken demonstrated its end-to end silicon design and This marked the fourth most significant event that Sasken development capabilities at CES 2025 and had participated in Q4. Our team exhibited its transformation productive conversations with leading Tier-1s. satcom

  18. Slide 18: Completed Acquisition of BORQS Technologies

    Completed Acquisition of BORQS Technologies Global Leader in IoT Solutions • Sasken completed the Acquisition of Borqs on April 8, 2025. • Sasken’s integration of Borqs is intended to accelerate its Chip-to-Cognition journey by combining large-scale specialized design capabilities with existing inve

  19. Slide 19: Awards In Q4 FY25

    Awards In Q4 FY25 LinkedIn Top 10 Great Place to Work ICAI Sustainability Companies in India 2025 2025 Certification Reporting – Small Cap- Service Section www.sasken.com | © Sasken Technologies Ltd. 19

  20. Slide 20: Awards In Q4 FY25

    Awards In Q4 FY25 Official Member of the United ‘Winner' in the “Climate Action Nations Global Compact (GHG Emission)” category at the 2nd edition of the BCIC ESG Awards 2025 www.sasken.com | © Sasken Technologies Ltd. 20

  21. Slide 21: Share price performance

    Share price performance 2,400.00 5% 2,200.00 2,000.00 1,800.00 1,600.00 1,400.00 1,200.00 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 www.sasken.com | © Sasken Technologies Ltd. 21

  22. Slide 22: Financial Details and Key Metrics

    Q4 FY25 FINANCIAL DETAILS AND KEY METRICS www.sasken.com | © Sasken Technologies Ltd. 22

  23. Slide 23: Income statement summary – consolidated (quarterly)

    Income statement summary – consolidated (quarterly) (₹ M) Growth over Particulars Q4 FY25 % Q3 FY25 % Q4 FY24 % Q3 FY25 Q4 FY24 Revenue from Operations 1,480.11 100.0% 1,445.16 100.0% 1,089.90 100.0% 2.4% 35.8% Cost of Revenue 1,097.23 74.1% 1,043.84 72.2% 772.89 71.0% -5.1% -42.0% Gross Profit 382.

  24. Slide 24: Income statement summary – consolidated nature wise (quarterly)

    Income statement summary – consolidated nature wise (quarterly) (₹ M) Growth over Particulars Q4 FY25 % Q3 FY25 % Q4 FY24 % Q3 FY25 Q4 FY24 Revenue from Operations 1,480.11 100.0% 1,445.16 100.0% 1,089.90 100.0% 2.4% 35.8% Other Income 99.02 6.7% 92.78 6.4% 208.99 19.2% 6.7% -52.6% Total Revenue 1,5

  25. Slide 25: Income statement summary – FY25 consolidated

    Income statement summary – FY25 consolidated (₹ M) Growth over Particulars FY 25 % FY 24 % FY 24 Revenue from Operations 5,509.14 100.0% 4,064.27 100.0% 35.6% Cost of Revenue 3,936.69 71.5% 2,700.13 66.4% -45.8% Gross Profit 1,572.45 28.5% 1,364.14 33.6% 15.3% SG&A 1,343.35 24.4% 1,057.15 26.0% -27.

  26. Slide 26: Income statement summary – FY25 consolidated nature wise

    Income statement summary – FY25 consolidated nature wise (₹ M) Growth over Particulars FY 25 % FY 24 % FY 24 Revenue from Operations 5,509.14 100.0% 4,064.27 100.0% 35.6% Other Income 558.35 10.1% 708.61 17.4% -21.2% Total Revenue 6,067.49 110.1% 4,772.88 117.4% 27.1% Employee benefit expense 4,295.

  27. Slide 27: Balance sheet summary - consolidated (1 of 2)

    Balance sheet summary - consolidated (1 of 2) (₹ M) Particulars March 31, 2025 % March 31, 2024 % ASSETS Non current assets Property, plant and equipment (incl CWIP) 358.52 3.7% 327.53 3.5% Right to use assets 245.41 2.6% 77.22 0.8% Intangible assets 64.87 0.7% 78.71 0.9% Goodwill 100.47 1.0% 100.47

  28. Slide 28: Balance sheet summary - consolidated (2 of 2)

    Balance sheet summary - consolidated (2 of 2) (₹ M) Particulars March 31, 2025 % March 31, 2024 % EQUITY AND LIABILITIES Equity share capital 151.22 1.6% 150.78 1.6% Other equity 7,725.25 80.6% 7,537.46 81.4% Total Equity 7,876.47 82.2% 7,688.24 83.0% Non-controlling interests 156.79 1.6% 154.57 1.7

  29. Slide 29: Key metrics (1 of 2)

    Key metrics (1 of 2) Customer Metrics Q4 FY 25 Q3 FY 25 Q4 FY 24 Revenue by geography - Consolidated (In %) North America 44% 38% 43% EMEA 21% 25% 29% India 29% 27% 22% APAC 6% 10% 6% Client Concentration (In %) Top 5 client contribution to revenues 37% 33% 34% Top 10 client contribution to revenues

  30. Slide 30: Key metrics (2 of 2)

    Key metrics (2 of 2) Employee Metrics Q4 FY 25 Q3 FY 25 Q4 FY 24 Total Employees (Consolidated) 1,894 1,877 1,577 Engineering 1,653 1,628 1,366 Corporate 249 249 211 Hiring Metrics Gross Adds 92 237 245 Net Adds 17 170 189 Attrition Attrition % Annualized (Based on Voluntary attrition only) 5.7% 6.7

  31. Slide 31: Thank You

    THANK YOU www.sasken.com | © Sasken Technologies Ltd. 31

Sasken Technologies — Q4 FY25 Earnings Presentation on 6ix