KDDL Limited — PPTs, 13-11-2024: Investor Presentation

**Financial Highlights:** For Q2 FY25, KDDL's standalone total income increased by 3% YoY to ₹97.5 Cr, while profit after tax (PAT) decreased by 6% to ₹15.1 Cr. Consolidated figures showed total income of ₹410.1 Cr, up 19% YoY, with PAT increasing 9% to ₹35.6 Cr. For H1 FY25, standalone total income fell to ₹182.4 Cr from ₹185.5 Cr in H1 FY24, with PAT dropping to ₹24.9 Cr. Consolidated total income rose to ₹780.2 Cr, compared to ₹683.2 Cr the previous H1, but PAT declined to ₹63.6 Cr from ₹65.5 Cr.

**Strategic Initiatives and Growth Drivers:** KDDL is enhancing its manufacturing capabilities in watch components, particularly through overseas acquisitions, which strengthen its global presence and diversify its product offerings.

**Business Developments:** The company continues to expand its manufacturing efficiencies and innovate in high-feature watch dials and hands, capitalizing on established relationships in both Indian and Swiss markets.

**Market Position and Competitive Advantage:** KDDL stands out as a leading global supplier, with unique capabilities that support its strategic goal of growth in the international market, demonstrating resilience despite recent profit fluctuations.

**Investor Implications:** While KDDL faces challenges in standalone profitability, the positive trend in consolidated income suggests a potential growth outlook if their initiatives in production and market expansion are secured. Investors should monitor operational shifts closely.