Sandhar Technologies Ltd. · NSE:SANDHAR
Sandhar Technologies — Q3 FY22 Earnings Presentation
16 slides from Sandhar Technologies's earnings presentation, Feb 3, 2022
Slide 1: Sandhar - Intimation to Stock Exchange
SANDHAR Growth. Motivation. Better Life Ref: STL I REG-30/ BSE/ NSE/ 2021-2022/99 Dated: 03rd February, 2022 To, To, Department of Corporate Services, Listing Department, BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Dalal Street, C-1, G-Block, Bandra-Kurla Complex
Slide 2: Investors Presentation Q3 & 9M FY 21-22 Performance
INVESTORS PRESENTATION Q3 & 9M FY 21-22 Performance Haridwar Unit
Slide 3: Safe Harbour
Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by Sandhar Technologies Ltd. (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any se
Slide 4: Key Highlights
Key Highlights Strong performance in 9 Months of FY’22 despite Covid, increase in commodity prices, negative sentiments in the market and worldwide chip shortage. While revenue stood at Rs. 1,645 Crs. registering an impressive growth of 34% over corresponding 9 Months of FY’21 the PAT grew by 100%.
Slide 5: Our Footprint
Our Footprint 44 State of-art-the-manufacturing facilities Technical collaboration & Joint Ventures with South Korea, Japan & Taiwan All Rights Reserved @ Sandhar 2022 4
Slide 6: Inauguration Ceremony of Sandhar Technologies Limited, Nalagarh Unit I
Inauguration Ceremony of Sandhar Technologies Limited, Nalagarh Unit I Products Plant Inside View Inauguration (14 December 2021) Handle Paint Shop Muffler Line Muffler Frame Frame Line Shot Blasting Estimated Start of Total Incentives Total Net Products Revenue Production Capex Considered Outflows
Slide 7: Auto Component PLI Scheme
Auto Component PLI Scheme Sandhar has successfully applied for the Production Linked Incentive (PLI) Scheme Targeted minimum Investment of Rs. 250 Crores over next 5 Years Minimum sales achievement of Rs. 25 Crs. in the first year of the eligible products with YoY growth of minimum 25% to 30% Incent
Slide 8: Targeted New Products for 2 Wheeler Segment
Targeted New Products for 2 Wheeler Segment Keyless Solutions USB Charger Motor Controller DC–DC Convertor Wiring Harness Battery Charger BLDC Hub Motor Battery and BMS 2/3/2022 All Rights Reserved @ Sandhar 2022 7
Slide 9: Targeted New Products for 2 Wheeler Segment
Targeted New Products for 2 Wheeler Segment All Rights Reserved @ Sandhar 2022 8
Slide 10: Targeted New Products for 4 Wheeler Segment
Targeted New Products for 4 Wheeler Segment All Rights Reserved @ Sandhar 2022 9
Slide 11: Revenue Model
Revenue Model Key Customers Segment wise Revenue Share 2W PV 2 Wheelers 4 Wheelers OHV, Tractors Others 55% 24% 16% 5% CV Vertical wise Revenue Share Sheet Overseas Cabins & After Proprietary Metal & Die Casting Business Fabrication Market Allied OHV 3W 36% 19% 16% 15% 12% 2% All Rights Reserved @ S
Slide 12: 9M-FY 22 Financial Snapshot
9M-FY 22 Financial Snapshot (fig. in Rs. Crs) Consolidated Standalone Revenue EBITDA Revenue EBITDA 148 118 1,645 118 14% 1,372 95 1,229 1,042 9% 10% 9% * 9% 9% * 4% 9M FY 21 9M FY 22 9M FY 21 9M FY 22 9M FY 21 9M FY 22 9M FY 21 9M FY 22 GR Vs LY GR Vs LY GR Vs LY GR Vs LY 34% 25% 32% 24% EBT PAT EB
Slide 13: Q3-FY 22 Financial Snapshot
Q3-FY 22 Financial Snapshot (fig. in Rs. Crs) Consolidated Standalone Revenue EBITDA Revenue EBITDA 80 72 20% 597 613 70 18% 513 515 60 60 54 16% 45 14% 50 12% 12% 40 10% 12% 30 9% * 8% 6% 9% * 20 4% 10 2% - 0% Q3 FY 21 Q3 FY 22 Q3 FY 21 Q3 FY 22 Q3 FY 21 Q3 FY 22 Q3 FY 21 Q3 FY 22 GR Vs LY GR Vs LY
Slide 14: Profit & Loss Statement
Profit & Loss Statement (fig. in Rs. Crs) Consolidated Standalone Particulars Q3 FY 22 Q3 FY 21 Q2 FY 22 9M FY22 9M FY21 Particulars Q3 FY 22 Q3 FY 21 Q2 FY 22 9M FY22 9M FY21 Total Revenue 613 597 620 1,645 1,229 Total Revenue 515 513 538 1,372 1,042 Expenses Expenses Cost of materials 381 348 373
Slide 15: WOS Performance and JV's Performance
WOS Performance (fig in Rs. Crs) Revenue EBITDA EBT 3 1.20 6.25 273.80 2 3.48 187.18 (0.83) 9M FY 21 9M FY 22 9M FY 21 9M FY 22 9M FY 21 9M FY 22 46% 33% 857% JV’s Performance (50%) (fig in Rs. Crs) EBITDA PAT 9M FY 21 9M FY 22 Revenue 9M FY 21 9M FY 22 51.24 42.22 (9 .00) 9M FY 21 9M FY 22 (5.32) (
Slide 16: Thank You
THANK YOU Sandhar Technologies Limited Corporate Office: Plot No. 13, Sector 44, Gurugram-122001, Haryana- India CIN: L74999DL1987PLC029553 Website: www.sandhargroup.com Email: investors@sandhar.in (For Retail Investors) Investors.relations@sandhar.in (For Institutional investors)