AXISCADES Technologies Limited — PPTs, 12-11-2024: Investor Presentation

**Financial Highlights:** AXISCADES Technologies recorded sales revenue of ₹264 crore for Q2 FY25, representing an 18.4% sequential growth. The company achieved an EBITDA of ₹33 crore, with margins improving by 400 bps to 12.4%, while net profit (PAT) reached ₹12 crore, marking a 20% QoQ increase. The total order book stands at $89 million, up 17% QoQ.

**Strategic Initiatives and Growth Drivers:** The revenue growth was primarily driven by Digital Engineering Services and Defence, with significant contributions from the Aerospace segment, which grew 19% YoY, and Defence, which saw revenues surge 73% QoQ. The company aims to shift Defence revenue to approximately 60% of overall revenue in the coming 12-18 months.

**Business Developments:** New engagements in the semiconductor and energy sectors have contributed to a 36% QoQ revenue increase in semiconductors and new deal wins in the UK and Middle East for energy projects.

**Market Position and Competitive Advantage:** AXISCADES showcases a unique ability to handle diverse engineering services, positioning itself strongly in defence-related technologies such as radar and electronic warfare systems.

**Investor Implications:** With a robust order backlog and strategic focus on high-margin segments like Defence, AXISCADES is on a positive growth trajectory, despite facing challenges in its automotive vertical. Investors should watch closely as the company ramps up production and diversifies its clientele.