AXISCADES Technologies Limited — PPTs, 31-01-2025: Investor Presentation

**Financial Highlights:** AXISCADES reported revenue from operations of ₹274 crore for the quarter, reflecting an 18.4% increase YoY and a 3.7% rise QoQ. The EBITDA was ₹40 crore, showing a significant growth of 36.9% YoY and 21.7% QoQ, resulting in an improved EBITDA margin of 14.6%. Profit after tax (PAT) reached ₹14.8 crore with a PAT margin of 5.3%, up from ₹12 crore in the previous quarter.

**Strategic Initiatives and Growth Drivers:** The company emphasizes core domains, with 72% of revenue contributing to 99% of EBITDA, driven largely by 88% growth in Defence year-over-year. Strategic investments are underway to enhance capabilities in aerospace, defence, and electronics.

**Business Developments:** AXISCADES is relocating to a new 180,000 sq. ft. facility near Bangalore International Airport by June 2025, which will serve as a global capability center for ESAI. Additionally, significant plans include establishing an 'Atmanirbhar Defence and Aerospace Cluster' aimed at promoting indigenous capabilities and foreign collaborations.

**Market Position and Competitive Advantage:** With over 6,000 man-years of experience, AXISCADES positions itself as a leading technology enabler in aerospace, defence, and ESAI, focusing on product-driven, non-linear growth strategies.

**Investor Implications:** Investors may look forward to potential growth opportunities as AXISCADES recalibrates and invests strategically within its core domains, indicating a positive outlook for sustained profitability and market competitiveness.