Azad Engineering Limited — PPTs, 12-11-2024: Investor Presentation

**Financial Highlights:**

Azad Engineering has reported strong financial performance for Q2FY25 and the half-year period. Revenue surged to ₹1,114.1 Cr, a 34.5% increase year-on-year, while half-year revenue reached ₹2,098.2 Cr, up 32.2%. The company achieved an adjusted EBITDA of ₹412.9 Cr (37.1% margin) for Q2 and ₹752.1 Cr (35.8% margin) for H1, reflecting substantial growth in operational efficiency. Adjusted profit before tax also saw a hefty increase, with Q2 at ₹314.4 Cr (86.8% YoY) and H1 at ₹566.7 Cr (66.1% YoY).

**Strategic Initiatives and Growth Drivers:**

The company secured significant contracts, including a long-term agreement with Mitsubishi Heavy Industries worth approximately USD 83 Million and a collaboration with Siemens Energy for the manufacturing of critical components over five years. These contracts bolster Azad’s position in the aerospace and energy sectors, aligning with its strategic goals of expanding market share.

**Business Developments:**

New orders across varying sectors indicate a healthy demand landscape, with notable partnerships enhancing Azad's order book. Recent MoUs with Baker Hughes and Honeywell Aerospace for high-complexity components highlight Azad’s commitment to diversifying its offerings.

**Market Position and Competitive Advantage:**

Azad has maintained strong customer relationships, achieving significant revenue from diverse global clients. Its accreditation in stringent industries positions it well, showcasing a robust entry barrier for competitors.

**Investor Implications:**

With healthy revenue growth and strategic contracts, investors can view Azad Engineering favorably for potential sustainable growth. The company's focused expansion and operational excellence suggest a positive outlook for future performance.