Kody Technolab Limited’s FY25 Investor Presentation summary

1. Executive Summary

• Company Transformation: Evolved from robotics development into a full-stack automation platform.

• Revenue Streams: Monetization through robot sales, adtech (pDOOH), AMCs, software services, and defense contracts.

• Regional Expansion: Growth in India, UAE, and Switzerland via joint ventures and subsidiaries.

Investor Benefit: Diversified business model with multi-layer revenue streams ensuring scalability and resilience.

2. CEO’s Message

• Strategic Shift: Focus on real-world automation, avoiding concepts that don’t scale.

• International Reach: Expanding globally without asset-heavy models.

• Long-Term Vision: Scaling in robotics-powered adtech, defense, and logistics.

Investor Benefit: Strong leadership conviction, committed to global expansion and profitability.

3. Company Overview

• Core Specialization: AI-powered robotics, autonomous systems, software solutions.

• Vertically Integrated: In-house R&D, manufacturing, deployment, and monetization.

• Strategic Partnerships: Falcon Tech Robotics (UAE), Vira Drones (Switzerland), World EMS (Manufacturing).

Investor Benefit: Tech-driven growth, backed by global alliances for market expansion.

4. Products & Services

• AI & Robotics Portfolio: 7 proprietary robots for defense, retail, logistics, and public safety.

• IoT & Software Offerings: Custom enterprise solutions, AI analytics, automation platforms.

• Programmatic DOOH (pDOOH): India’s first robotics-driven digital ad network.

Future Prospects: Expansion into defense, aerospace, automated retail, and smart city infrastructure.

5. Strategic Partnerships

• Falcon Tech Robotics (UAE): Defense and surveillance robotics.

• Kody Media: pDOOH ad network leveraging robot-mounted digital screens.

• Kody Aerotech (Switzerland JV): Drone and UAV innovation for defense and logistics.

• World EMS: Exclusive robot manufacturing partner.

Investor Benefit: Strong cross-border expansion, unlocking new high-value sectors.

6. Financial Highlights

• Revenue Growth: ₹7,302.32 lakhs (3X increase from FY24).

• Net Profit Surge: ₹1,762.24 lakhs (~260% YoY growth).

• Healthy Balance Sheet: ₹7,910.72 lakhs in shareholder funds.

Investor Benefit: Robust financial health, delivering high-margin growth.

7. Future Roadmap & Expansion

• New Product Pipeline:

  • Orgus – Outdoor surveillance robot for defense, stadium security.

  • Scanie – AI-powered retail inventory scanning robot.

  • Forkon – Autonomous smart forklift for warehouses.

  • Advertising Robot for Beverages – AI-powered interactive promo robot.

• Global Expansion Plans:

  • India as innovation hub.

  • Middle East expansion through Falcon Tech Robotics.

  • USA entry via a planned local manufacturing facility.

Investor Benefit: First-mover advantage in AI robotics, defense automation, and smart logistics.

Key Takeaways for Investors

• High-margin growth model with AI-driven automation.

• Cross-border expansion strategy ensuring global scalability.

• Defense-tech & robotics innovation pipeline creating multi-sector revenue streams.

• Clear execution roadmap backed by strategic alliances.

Kody Technolab’s future outlook is strong, with profitable international expansion, deep-tech innovation, and diversified revenue channels.

Source: Investor presentations