Elecon Engineering Company Limited — PPTs, 24-04-2025: Investor Presentation

### Financial Highlights:

Elecon Engineering reported robust performance for Q4 and FY25, achieving consolidated revenue of ₹798 crores for Q4, a remarkable year-on-year growth of 41.3%, and ₹2,227 crores for the full year, up 14.9%. EBITDA for Q4 stood at ₹195 crores with a margin of 24.5%, while the annual EBITDA reached ₹543 crores, maintaining a margin of 24.4%. Profit After Tax (PAT) was ₹146 crores in Q4, translating to an 18.4% margin, with an annual PAT of ₹415 crores, reflecting an 18.6% margin.

### Strategic Initiatives and Growth Drivers:

The company is focused on expanding its international market footprint, targeting 50% of its revenue from overseas by FY30, supported by recent growth in international revenues, which reached ₹517 crores in FY25, constituting 23% of total revenue. Key growth areas include the Material Handling Equipment (MHE) division, which reported a remarkable 98.2% revenue increase in Q4, driven by strong demand from the steel, power, and cement sectors.

### Business Developments:

Elecon's order book as of March 31, 2025, stood at ₹948 crores, showcasing a healthy increase from ₹796 crores the previous year. The Gear division rebounded with a 28.9% revenue growth in Q4, driven by strong domestic demand, while MHE maintained momentum with a 98.2% YoY revenue surge.

### Market Position and Competitive Advantage:

Elecon maintains leadership in the Indian market for Industrial Gear Solutions and MHE, leveraging its advanced manufacturing capabilities and a diverse high-quality product portfolio. Strong enquiry levels in both domestic and international markets bolster its competitive position.

### Investor Implications:

With consistent financial performance, growth in international markets, and a solid order book, Elecon showcases a positive outlook for sustainable growth. Investors should monitor the continuation of trends in the MHE sector and overall market demand, as strategic alliances and R&D investments are crucial in advancing the company's expansion goals.