Sandhar Technologies Ltd. · NSE:SANDHAR

Sandhar Technologies — Q2 & H1 FY22 Earnings Presentation

18 slides from Sandhar Technologies's earnings presentation, Nov 12, 2021

  1. Slide 1: Sandhar exchange filing cover letter

    SANDHAR Growth. Motivation. Better life Ref: STL I REG-30/ BSEI NSEI 2021-2022/91 Dated: 12th November, 2021 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

  2. Slide 2: Investor's Presentation Q2 & H1 FY 21-22 Performance

    INVESTOR’S PRESENTATION Q2 & H1 FY 21-22 Performance Mexico Plant

  3. 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

  4. Slide 4: Key Highlights H1 FY22

    Key Highlights Sandhar Technologies Limited has put up a strong performance in H1 FY 22, with half year revenues at Rs. 1032 Crs. which has increased by 63% and PAT increased by 301% from H1 FY 21. Industry Updates Financials (H1 FY 22 vs H1 FY 21) Industry registered a growth of 30% in H1 FY 22 Con

  5. Slide 5: Key Highlights Q2 FY22

    Key Highlights Sandhar Technologies Limited has put up a strong performance in Q2 FY 22, with quarter revenues at Rs. 620 Crs. which has increased by 51% and PAT increased by 904% from Q1 FY 22. Industry Updates Financials (Q2 FY 22 vs Q1 FY 22) Industry registered a de-growth of 1% in Q2 FY 22 Cons

  6. Slide 6: Our Footprint

    Our Footprint 43 State of-art-the-manufacturing facilities Technical collaboration with South Korea, Japan & Taiwan All Rights Reserved@Sandhar 2021 5

  7. Slide 7: Revenue Model

    Revenue Model Key Customers Segment wise Revenue Share* (Rs. 1028 Crs.) 2W PV 2 Wheelers 4 Wheelers OHV, Tractors Others CV 55% 24% 16% 5% Product wise Revenue Share* Locking Sheet Vision ADC Cabins Assemblies Others System Metal System 23% 13% 9% 14% OHV 19% 14% 8% 3W *Revenue from operations exclu

  8. Slide 8: H1-FY22 Financial Snapshot

    H1-FY 22 Financial Snapshot (fig. in Rs. Crs) Consolidated Standalone Revenue EBITDA Revenue EBITDA 95 857 72 1,032 14% 530 632 46 9% 9% 36 8% 7% 7% 4% 6M FY 21 6M FY 22 6M FY 21 6M FY 22 6M FY 21 6M FY 22 6M FY 21 6M FY 22 GR Vs LY GR Vs LY GR Vs LY GR Vs LY 63% 107% 62% 103% EBT PAT EBT PAT 23 33

  9. Slide 9: Q2-FY22 Financial Snapshot

    Q2-FY 22 Financial Snapshot (fig. in Rs. Crs) Consolidated Standalone Revenue EBITDA Revenue EBITDA 70 62 538 52 620 58 18% 46 60 430 502 50 15% 319 412 12% 11% 40 12% 33 21 30 10% 9% 10% 8% 20 6% 10 3% 7% - 0% Q2 FY 21 Q2 FY 22 Q1 FY 22 Q2 FY 21 Q2 FY 22 Q1 FY 22 Q2 FY 21 Q2 FY 22 Q1 FY 22 Q2 FY 21

  10. Slide 10: Profit & Loss Statement – Consolidated

    Profit & Loss Statement – Consolidated (fig. in Rs. Crs) Particulars Q2 FY 22 Q2 FY 21 YoY (%) Q1 FY 22 QoQ (%) H1 FY22 H1 FY21 HoH(%) Total Revenue 620 502 24% 412 51% 1,032 632 63% Expenses Cost of materials 373 292 27% 231 62% 603 361 67% Labour cost 49 41 18% 39 26% 85 61 41% Personnel expenses

  11. Slide 11: Profit & Loss Statement – Standalone

    Profit & Loss Statement – Standalone (fig. in Rs. Crs) Particulars Q2 FY 22 Q2 FY 21 YoY (%) Q1 FY 22 QoQ (%) H1 FY22 H1 FY21 HoH(%) Total Revenue 538 430 25% 319 69% 857 530 62% Expenses Cost of materials 358 272 32% 207 73% 565 336 68% Labour cost 40 35 14% 30 34% 67 49 35% Personnel expenses 23 2

  12. Slide 12: Balance Sheet and Cash Flow Statement

    Balance Sheet (fig in Rs. Crs) Cash Flow Statement (fig in Rs. Crs) Consolidated Standalone Consolidated Standalone Particulars Particulars 30-Sep-21 31-Mar-21 30-Sep-21 31-Mar-21 H1 FY 22 H1 FY 21 H1 FY 22 H1 FY 21 Application of Funds Cash Flows from Operating Activities Gross Fixed assets 1,291 1

  13. Slide 13: WOS Performance and JV Performance

    WOS Performance (fig in Rs. Crs) Revenue EBITDA EBT 175 23 6 103 10 (5) 6M FY 21 6M FY 22 6M FY 21 6M FY 22 6M FY 21 6M FY 22 70% 115% 207% JV* Performance (fig in Rs. Crs) Revenue EBITDA PAT 6M FY 21 6M FY 22 33 6M FY 21 6M FY 22 25 6M FY 21 6M FY 22 (6 ) (4) (7 ) (4) 31% 9% 25% *Considered 50% All

  14. Slide 14: Domestic New Business - Supplies Started to Electric Vehicles

    Domestic New Business- Supplies Started to Electric Vehicles (FY 2021-22) Product Category Products Supplied Key Customer • Ignition & Switch Locking System • Latch System • Hook & Striker KABIRA MOBILITY KABIRA • Mirror & Vision System MOBILITY PUR ENERGY • Wheel Assembly All Rights Reserved@Sandha

  15. Slide 15: Overseas New Business - Supplies Started to Electric Vehicles

    Overseas New Business- Supplies Started to Electric Vehicles (FY 2021-22) Product Category Products Supplied Key Customer TRW • Seat Belt retractor components • Wiper systems components TRW • Electronic circuits housings and covers Revenue at Consolidated level from this segment stands Rs. 23.26 Crs

  16. Slide 16: Potential New Business for Electric Vehicles

    Potential New Business for Electric Vehicles (FY 2021-22) Purchase Order Received Schedule Awaited Products to be Supplied Customer Portfolio • Ignition & Switch Locking System Strom Motors • Latch System • Door Handles • Battery Locking System KUSALVA INTERNATIONAL LTD IVROOM PVT LIMITED • Mirrors

  17. Slide 17: Shareholding Pattern FY22 vs FY21

    Shareholding Pattern FY22 vs FY21 Mutual Funds, Retail, 12.83% 15.33% Mutual Funds, Retail, 12.37% 15.74% FII, 1.47% FII, 1.55% Promoters, Promoters, 70.37% 70.35% H1 FY'22 FY'21 Share Price Movement September 21 vs September 20 All Rights Reserved@Sandhar 2021 16

  18. Slide 18: Thank You

    THANK YOU

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