India Nippon Electricals Limited · NSE:INDNIPPON
India Nippon Electricals — Q4 FY25 Earnings Presentation
22 slides from India Nippon Electricals's earnings presentation, Jun 9, 2025
Slide 1: Exchange filing cover letter
INEL/SE/2025-26/07 June 09, 2025 National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G Phiroze Jeejeebhoy Towers Bandra Kurla Complex, Dalal Street Bandra (East), Mumbai – 400 051 Mumbai - 400 001 Symbol: INDNIPPON Scrip: 532240 Dear Sir/ Madam, Sub: Investor Presentation
Slide 2: Earnings Presentation Q4-FY25/FY25
EA R N I N G S P R ES E N TAT I O N Q4-FY25/FY25
Slide 3: Snapshot
SNAPSHOT 39 Years 3 1 Tier 1 1,605+ Of State-of-art Supplier to Major Employees Experience Manufacturing Auto OEM’s Plants Research Center INR 30%+ 14.26% Debt Free 13,555 Mn Consistent 3 Year Revenue Dividend Payout CAGR Market Cap track record 2 EARNINGS PRESENTATION
Slide 4: Company Overview
COMPANY OVERVIEW ▪ India Nippon Electricals Limited (INEL) was incorporated in 1984 and owned by Lucas Indian Service Limited, a wholly- Revenue (INR Mn) & EBITDA Margins (%) owned subsidiary of Lucas-TVS Limited to manufacture electronic ignition systems for two-wheelers, three-wheelers and portabl
Slide 5: Geographical Presence
GEOGRAPHICAL PRESENCE INDIA ▪ USA ▪ ITALY FY25 Revenue Split ▪ CHINA 4% ▪ SLOVENIA ▪ TURKEY ▪ VIETNAM ▪ THAILAND ▪ JAPAN ▪ NEPAL ▪ SRI LANKA ▪ BANGLADESH 96% ▪ AFRICA Domestic Export 4 EARNINGS PRESENTATION
Slide 6: Key Clientele
KEY CLIENTELE *Logos are meant for representative purposes only 5 EARNINGS PRESENTATION
Slide 7: Product Portfolio
PRODUCT PORTFOLIO Electronic Ignition Controllers Sensors Electric Vehicles Aftermarket System It is a modern automotive It refers to the various It is the collection of various Recently established world-class A dedicated team is focusing on ignition system that replaces the electronic control unit
Slide 8: 2W Electric Vehicles
2W ELECTRIC VEHICLES Traction Motor Traction motors are powered by electricity and generate the power to rotate the wheels. Traction motors are typically mounted in the trucks where the wheels are housed. Cluster Motor Controller It refers to the instrument cluster or dashboard panel found on a two-
Slide 9: Strategic Overview
Strategic Overview
Slide 10: Key Strengths
KEY STRENGTHS Strong Client base Thrust On Technology Organizational Agility Offers wide range of Strong Customer Focus Stringent Manufacturing Practices Value Addition products 9 EARNINGS PRESENTATION
Slide 11: Future Growth Strategies
FUTURE GROWTH STRATEGIES Capitalizing on Core Business Advancing Aftermarket Business Focused on exploiting the opportunities presented within core A dedicated team and several measures are taken to strengthen product business by introducing new products for two & three-wheelers. range and distribut
Slide 12: Financial Overview
Financial Overview
Slide 13: Q4-FY25/FY25 Financial Highlights
Q4-FY25/FY25 FINANCIAL HIGHLIGHTS Q4-FY25 Consolidated Financial Performance FY25 Consolidated Financial Performance INR 2,338 Mn INR 280 Mn 11.98% INR 8,448 Mn INR 952 Mn 11.27% Revenue from EBITDA EBITDA Margin Revenue from EBITDA EBITDA Margin Operations Operations INR 270 Mn 11.55% INR 11.94 /sh
Slide 14: Operational Highlights
OPERATIONAL HIGHLIGHTS • Retained no.1 position in ignition systems for the last three years and outpaced industry growth • Leveraged technology and consolidated position of ISG products in the market • After market sales continue to grow, recording the highest ever sales • Roll out of ECU products
Slide 15: Quarterly Consolidated Income Statement
QUARTERLY CONSOLIDATED INCOME STATEMENT Particulars (INR Mn) Q4-FY25 Q4-FY24 Y-o-Y Q3-FY25 Q-o-Q Revenue from Operations 2,338 1,957 19.5% 2,147 8.9% Operating Expenses 2,058 1,741 18.2% 1,885 9.2% EBITDA 280 216 29.6% 262 6.9% EBITDA Margins (%) 11.98% 11.04% 94 Bps 12.20% (22) Bps Depreciation 64
Slide 16: Annual Consolidated Financial Performance
ANNUAL CONSOLIDATED FINANCIAL PERFORMANCE Particulars (INR Mn) FY25 FY24 Y-o-Y Revenue from Operations 8,448 7,241 16.7% Operating Expenses 7,496 6,577 14.0% EBITDA 952 664 43.4% EBITDA Margins (%) 11.27% 9.17% 210 Bps Depreciation 206 151 36.4% Finance Cost 4 4 NA Other Income 287 249 15.3% PBT 1,0
Slide 17: Consolidated Income Statement
CONSOLIDATED INCOME STATEMENT Particulars (INR Mn) FY21 FY22 FY23 FY24 FY25 Revenue from Operations 4,812 5,663 6,563 7,241 8,448 Operating Expenses 4,349 5,166 6,035 6,577 7,496 EBITDA 463 497 528 664 952 EBITDA Margins (%) 9.63% 8.78% 8.05% 9.17% 11.27% Depreciation 103 129 146 151 206 Finance Cos
Slide 18: Consolidated Balance Sheet
CONSOLIDATED BALANCE SHEET Particulars (INR Mn) FY23 FY24 FY25 Particulars (INR Mn) FY23 FY24 FY25 EQUITY AND LIABILITIES ASSETS Equity Share Capital 113 113 113 Non-Current Assets Other Equity 5,490 6,120 6,999 Property, Plant and Equipment 1,211 1,312 1,437 Shareholders Fund 5,603 6,233 Right-of-u
Slide 19: Financial Graphs
FINANCIAL GRAPHS Revenue (INR Mn) EBITDA (INR Mn) & EBITDA Margin (%) PAT (INR Mn) & PAT Margin (%) 952 8,448 823 7,241 6,563 664 593 5,663 497 528 503 4,812 463 11.27% 482 9.63% 9.17% 396 9.74% 8.78% 8.23% 8.88% 8.19% 8.05% 7.34% FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24
Slide 20: Capital Market Data
CAPITAL MARKET DATA 1 Year Stock Performance (up to 31st March, 2025) 20% Dividend Payout (%) 10% 39.1% 0% 35.1% 36.7% 34.4% 32.0% 33.3% 33.3% -10% -20% -30% Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 India Nippon Electricals Limited Sensex FY19 FY20 FY21 FY2
Slide 21: Disclaimer
DISCLAIMER India Nippon Electricals Limited (INEL Disclaimer) No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation. Such information and
Slide 22: Thank You
Thank You
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