Syrma Sgs Technology Limited · NSE:SYRMA
Syrma Sgs Technology — Investor Presentation (July 2025)
31 slides from Syrma Sgs Technology's investor presentation, Jul 26, 2025
Slide 1: Exchange intimation of corporate presentation
Date: July 26, 2025 BSE Limited National Stock Exchange of India Limited Department of Corporate Services P. J. Towers Listing Department Dalal Street Corporate Communication Department Fort, Mumbai 400 001 Exchange Plaza, Plot No. C/1, G Block, Maharashtra, India Bandra Kurla Complex Scrip Code: 54
Slide 2: Company Presentation July 2025
P R O D U C T S . V E R T I C A L S . G E O G R A P H Y . Company Presentation July 2025 1
Slide 3: Disclaimer (1/2)
Disclaimer (1/2) This presentation and the accompanying slides have been prepared by and are the sole responsibility of Syrma SGS Technology Limited (“Company”). This presentation contains selected information about the activities of the Company and its subsidiaries as at the date of this presentati
Slide 4: Disclaimer (2/2)
Disclaimer (2/2) The contents of this presentation are strictly confidential. This presentation is being provided solely for the information of the attendees and may not be copied, reproduced or redistributed, in whole or in part, to any other person in any manner without the Company’s written conse
Slide 5: Presenters
Presenters Sandeep Tandon Jasbir S. Gujral Jayesh Doshi Bijay Agarwal Nikhil Gupta Executive Chairman Managing Director Director Chief Financial Officer Head – Investor Relations ⚫ Entrepreneur with 18+ years ⚫ 35+ years of experience in ⚫ Chartered Accountant and ⚫ 16+ years of experience in ⚫ 13+
Slide 6: Table of Content
Table of Content #1 Overview of Syrma SGS #2 Market Outlook and Our Strategies #3 Financial Performance #4 Annexure 5 Company Presentation Jul-25
Slide 7: Overview of Syrma SGS
01 Overview of Syrma SGS
Slide 8: One of India's Largest ESDM Company in the Non-Consumer Segment
One of India’s Largest ESDM Company in the Non-Consumer Segment KEY HIGHLIGHTS One of the Leaders In Strategic Presence in Established High-Mix Flexible Volume Diversification Across End-To-End Backward Integration Higher Margins & High Manufacturing & R&D Products with Established Multiple Industri
Slide 9: Key Business Verticals
Key Business Verticals SEGMENT SELECT PRODUCTS Industrials Smart Energy Meters Solar Tracker Power Supply Compressor Controller Automotive & Electric Mobility EV chargers Battery Management System EV Charging Station Lighting (Head & Tail Lamp) Consumer GPON Devices RFID & FastTag Water Purifier Hea
Slide 10: What Makes Syrma the Preferred Choice of Customers?
What Makes Syrma the Preferred Choice of Customers? Long Term Customer Relationships (10+ yrs) Product History of Strong Customer Retention & Loyalty Post Sale Lifecycle Support Conceptualization Sound Manufacturing Infrastructure Pan-India manufacturing facilities. Ample End-to-End space for expans
Slide 11: Pan-India Manufacturing Footprint, Robust R&D Team & Supplier Network
Pan-India Manufacturing Footprint, Robust R&D Team & Supplier Network Texas, USA (Business office) 14 Four Dedicated R&D Facilities – Operational Manufacturing 1 in Germany & 3 in India Facilities Baddi (HP) ⚫ 190 employees deployed in R&D department, constituting 13.1% of Gurugram (HR) permanent em
Slide 12: Diversified Business Profile Backed by Strong Order Book
Diversified Business Profile Backed by Strong Order Book Revenue (1) Split by Segment FY25 Revenue (1) Split by Geography FY25 Railways & IT Automotive & Electric Mobility 6.6% 21.7% Export Industrials 23.2% 28.4% INR 37,867 Domestic mn 76.8% Healthcare & Medical Devices Consumer 7.7% 35.6% Presence
Slide 13: Market Outlook & Our Strategies
02 Market Outlook & Our Strategies
Slide 14: Industry Overview & Tailwinds
Industry Overview & Tailwinds India’s Rising share in Global ESDM Market Growth Drivers Global EMS Market Global Addition from 2024-29 1,357 Government Initiatives In USD Bn + USD 319 Bn, 6% CAGR USD CAGR Capitalizing on government incentives such 1,038 25% Others 104 Bn 3% as PLI, MSIPS, ECMS, PM
Slide 15: Syrma's Future Market Opportunities
Future Market Opportunities Automotive & Healthcare & Industrials Consumer* Railways & IT Defense Electric Mobility Medical Devices Segment CY24 -29P CAGR* 22.3% 14.3% 36.5% 25.1% 50.4% 33.5% PLI incentives Smart energy solutions Increasing penetration Premiumization PLI incentives Polic
Slide 16: Strategic Roadmap for Future Growth
Strategic Roadmap for Future Growth Value Chain Expansion Addressable Market Expansion Capability Enhancement Substrate OSAT & Compo- Design Led ATMP nents & Boards ODM PCBA Box-Build Move up the (PCB) value chain by leveraging in-house capabilities Presence ✓ ✓ ✓ Expand presence in new Enhance pres
Slide 17: Board of Directors
Board of Directors Sandeep Tandon Jasbir S. Gujral Executive Chairman Managing Director ◼ 18+ years of experience in electronics manufacturing sector ◼ Around 40 years of experience in electronics design and manufacturing ◼ Bachelor of science in electrical engineering; YPO President’s Program ◼ Cha
Slide 18: Management Team
Management Team Sandeep Tandon Jasbir S. Gujral Executive Chairman Managing Director ◼ 18+ years of experience in electronics manufacturing sector ◼ 35+ years of experience in electronics design and manufacturing ◼ Bachelor of science in electrical engineering; YPO President’s Program ◼ Chartered Ac
Slide 19: Financial Performance
03 Financial Performance
Slide 20: Strengthening Revenue Mix and Financial Performance
Strengthening Revenue Mix and Financial Performance Improvement in segment mix Revenue (1) (INR Mn.) Industrials Automotive Healthcare Railways & IT Consumer 37,872 60% 31,710 FY24 26.4% 20.6% 8.0% 5.0% 40.0% 64% FY25 28.4% 21.7% 7.7% 6.6% 35.6% 66% 9,531 Q1 FY26 30.4% 23.5% 7.1% 5.3% 33.7% Strategi
Slide 21: Sound Financial Position
Sound Financial Position ROCE(1) (%) Asset Turnover Ratio(2) Debt/Equity(3) 6.0 16.0% 0.3 0.3 5.5 15.2% FY24 FY25 FY24 FY25 FY24 FY25 Operating Cashflow(4) NWC Days Net Debt/EBITDA(5) 1,765 0.8 0.8 70 69 -1,091 FY24 FY25 FY24 FY25 FY24 FY25 20 Company Presentation Jul-25 (1) ROCE = EBIT /Avg. Net Ca
Slide 22: Annexure
04 Annexure
Slide 23: Automotive and Electric Mobility
Automotive and Electric Mobility EV Mobility Combustion & Accessories Dashboard & Infotainment Battery Management System Clusters Beacon Motor Controller Unit Engine/Fuel Control Unit Light Controllers Charging Infrastructure Display Controller Light Controllers Performance Strategic Priorities ₹ Mi
Slide 24: Consumer
Consumer PCB Assemblies Power Supplies, Modems, RFID modules for FastTAG & Smart consumer electronics, including BLDC Hybrid STB, Wifi Routers logistics applications motors & water purification systems Strategic Priorities Performance ₹ Million • Drive growth in consumer electronics by scaling IoT-
Slide 25: Industrials
Industrials Smart Energy Meters Industrial Power Supplies, Industrial Cleaning Connectivity Solar Controllers Strategic Priorities Performance ₹ Million • Broaden industrial market 10,758 presence by delivering integrated 8,333 solutions in smart metering, power 6,422 management. 3,929 4,412 • Autom
Slide 26: Healthcare & Medical Devices
Healthcare & Medical Devices Personal Healthcare Power Supplies for High Precision Digital X-ray, Muscle Toning, Diagnostics Devices Medical Devices Dispensers Smart Canes and therapeutic devices Strategic Priorities Performance ₹ Million 2,912 2,528 • Broaden MedTech and medical device portfolio by
Slide 27: Railways and IT
Railways and IT Signalling Systems, Door Controllers, Railway Cab Equipment and Motherboards & PCB Laptop Memory Modules Braking Systems for Railways Interlocking systems Assemblies Strategic Priorities Performance Snapshot- FY25 ₹ Million • Strengthen leadership in railway signaling and safety elec
Slide 28: Our ESG Initiatives
Our ESG Initiatives ESG subcommittee in place headed by Managing Diversity, women comprising >40% of the workforce. director, with brief quarterly Board updates. Regular monitoring and measuring on Scope 1 (Direct Awarded by Indo American chamber of commerce and emission), Scope 2 (indirect emission
Slide 29: Our Journey
Our Journey 2006 2020 2021 2023 1986 MEPZ-SEZ 2008 Components for Acquisition of Johari EV ecosystem SGS Tekniks 100% subsidiary of Syrma; Start of Operations* Chennai Digital Healthcare (now Setup R&D centre Acquisition of Perfect ID, bolstering in Germany Investment from a RFID capabilities; New a
Slide 30: Revenue & EBITDA Calculation
Revenue & EBITDA Calculation Syrma SGS Technology Limited FY24 FY25 Q1FY26 Revenue Revenue From Operations 31,541.17 37,866.91 9,439.80 from Operations Net Gain on Foreign Currency Fluctuations 168.43 5.02 91.08 inc Forex Revenue from Operations inc Forex 31,709.60 37,871.93 9,530.88 (INR Mn) Other
Slide 31: Thank you
Investors Contact: Thank you Nikhil Gupta, CFA Head – Investor Relations +91 11 4700 2122 investor.relations@syrmasgs.com www.syrmasgs.com/investor-relations/
Syrma SGS Technology — Investor Presentation (July 2025) on 6ix