Kody Technolab Limited’s FY25 Investor Presentation summary
1. Executive Summary
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Company Transformation: Evolved from robotics development into a full-stack automation platform.
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Revenue Streams: Monetization through robot sales, adtech (pDOOH), AMCs, software services, and defense contracts.
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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
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Strategic Shift: Focus on real-world automation, avoiding concepts that don’t scale.
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International Reach: Expanding globally without asset-heavy models.
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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
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Core Specialization: AI-powered robotics, autonomous systems, software solutions.
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Vertically Integrated: In-house R&D, manufacturing, deployment, and monetization.
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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
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AI & Robotics Portfolio: 7 proprietary robots for defense, retail, logistics, and public safety.
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IoT & Software Offerings: Custom enterprise solutions, AI analytics, automation platforms.
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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
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Falcon Tech Robotics (UAE): Defense and surveillance robotics.
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Kody Media: pDOOH ad network leveraging robot-mounted digital screens.
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Kody Aerotech (Switzerland JV): Drone and UAV innovation for defense and logistics.
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World EMS: Exclusive robot manufacturing partner.
Investor Benefit: Strong cross-border expansion, unlocking new high-value sectors.
6. Financial Highlights
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Revenue Growth: ₹7,302.32 lakhs (3X increase from FY24).
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Net Profit Surge: ₹1,762.24 lakhs (~260% YoY growth).
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Healthy Balance Sheet: ₹7,910.72 lakhs in shareholder funds.
Investor Benefit: Robust financial health, delivering high-margin growth.
7. Future Roadmap & Expansion
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New Product Pipeline:
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Orgus – Outdoor surveillance robot for defense, stadium security.
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Scanie – AI-powered retail inventory scanning robot.
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Forkon – Autonomous smart forklift for warehouses.
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Advertising Robot for Beverages – AI-powered interactive promo robot.
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Global Expansion Plans:
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India as innovation hub.
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Middle East expansion through Falcon Tech Robotics.
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USA entry via a planned local manufacturing facility.
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Investor Benefit: First-mover advantage in AI robotics, defense automation, and smart logistics.
Key Takeaways for Investors
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High-margin growth model with AI-driven automation.
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Cross-border expansion strategy ensuring global scalability.
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Defense-tech & robotics innovation pipeline creating multi-sector revenue streams.
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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