L. P. Naval and Engineering Limited(Formerly known as Siddhi Vinayak Shipping Corporation Limited)

July 03, 2019

TO.

BSE Limited

Phiroze Jeejeebhoy Towers,

Dalal Street,

Mumbai- 400001

Sub: Disclosure of information pursuant to Requlation 30 of SEBI (Listing Obligations

and Disclosure Reguirements) Regulations, 2015

Script Code: 537669

Dear Sir/Madam,

In compliance with Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements)

Regulations, 2015. Kindly find enclosed herewith a copy of Results presentation with respect

to the H2 & FY 2019 Financial results for the year ended 31“ March 2019 of the company.

Kindly take the above information on record and oblige.

Thanking you

Yours Faithfully,

For L. P. Na al and Engineering Limited

Regd Office : Office Block, First Floor, Plot No. 237/2 & 3,Sub Plot No‘ A/25, Central Park Soc. GIDC‘ Pandesara, Surat-394221

E-mail : admin@lpnavalcc0m, Website :www.lpnaval.com, Tel. No.: 0261-2894415/16, Fax No.: 0261- 2894419

:cs@lgnaval.com CIN : L351116J2012PLC068922

L. P. NAVAL AND ENGINEERING LTD.2nd Half Year Ended & FY19 Update

Safe Harbour

This Presentation prepared by L.P. Naval and Engineering Ltd. has been done solely for informational purposes, and does not constitute any offer, recommendation or invitation to purchase or subscribe to any securities. This Presentation shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data that the Company considers reliable, but the Company makes no representation or warranty whatsoever, express or implied, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements does not guarantee of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, the competition, the Company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences, and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third party statements and projections.

Content

FY19 Performance OverviewBusiness Understanding and OverviewRoad Map AheadDefence IndustryShipbuilding IndustryEngineering and Manufacturing IndustryFY19 Half Year OverviewPromoter Holding and Management

FY19 at a Glance

TotalRevenue:

Growth:INR 1130 Lakhs

971%

NetWorth:

Growth:INR 1077.29 Lakhs

10.3%PAT:

PATMargin:

INR 100.7 Lakhs

9%

EBITDA:

EBITDAMargin:

INR 199.76 Lakhs

18%

FY19 at a Glance

0

200

400

600

800

1000

1200

Total Revenue (in lakhs)

200.04

296.8 277.7

CAGR: 41.39%

226.48

105.56

1130.05

FY2014 FY2015 FY2016 FY2017 FY2018 FY2019

FY19 at a Glance

0.00

50.00

-50.00

100.00

-100.00

150.00

-150.00

200.00

250.00

Profitability (in lakhs)

FY2014 FY2015 FY2016 FY2017

FY2018

FY2019

37.97

7.76

107.04

58.0167.53

29.94 36.03

199.76

100.68

4.80

-70.45

-113.16

PATEBITDA PATEBITDA

0.00

50.00

-50.00

-100.00

-150.00

Profitability Margins

FY2014 FY2015 FY2016 FY2017

FY2018

FY2019

19%4%

36%

20%24%

11% 16% 18%9%2%

-67%

-107%

Company Incorporation. Worked 3 years in Shipbuilding Industry manufacturing essentials for fast moving aluminium boats and delivered 12 projects to its principal client. Constructed Hulls, Super Structures, and Piping.

Diversifying into other businesses:Engineering Services and Defence Projects, along with Maintenance and Repair work.

Company changed its name from Siddhi Vinayak Shipping Corporation to L.P. Naval and Engineering Ltd. Company also ventured into reactor and pressure vessel division.

The Company put the strong foot forward with turnover reaching as high as 11 crores from 1 crore in the previous Financial Year. The Company found good traction in Defence & Heavy Engineering Sectors.

20192018

2016

2012-2015

Business Understanding and Overview

Timeline

Business Overview

The Company invested its resources and personnel in seeking new projects in the past couple of years, which has given the desired results in FY19 and is expected to do the same in the coming years.

The company has been able to keep its long term objective intact,because of resource availability.

In FY19, the Company, with its state-of-the-art technology and manpower, was able to cater to the fabrication needs of its principal client’s Defence and Heavy Engineering Sector.

Fabrication of Repair and Maintenance work contributed significantly to L.P. Naval’s topline growth.

60%

40%

FY19 Revenue Break-up

Heavy EngineeringDefence

Road Map Ahead

The Company is expecting that its business relationships with principal client would continue as L.P. Naval is able to provide quality results, with competent team management.

L.P. Naval and Engineering Ltd. provides both manpower (skilled and unskilled: 500+) and fabrication services to its principal client which is expected to continue, thus bringing stability in profitability.

The company is working on a cross country pipeline pilot project.

The Company had received Industrial License from the (DIPP) Department of Industrial Policy and Promotion in FY17 to manufacture warships. This shall start generating revenue for the Company in the coming years. The work for the same is expected to carried out in Dahej.

The company is planning to setup a own state of the art Engineering workshops.

Potential Business Segments The Company Can Cater To

Expecting to get independent orders in the current year

L. P. Naval AndEngineering Ltd.

Defence

Machining &Engineering

Reactor & PressureVessel

Ship Building &Repair

2.9

3

2.8

3.1

2.7

3.2

2.6

2.5

2.4

2.3

Government Budget Allocation to Defence (lakh crores)

2017-18

2.7

2018-19

2.96

2019-20

3.18

Defence Sector

0.00%

5.00%

10.00%

15.00%

20.00%

25.00%

30.00%

35.00%

40.00%

45.00%

“Make In India” witnesses a relative drop in import of Defence

2015 2018

India spends more than 2.30% of the GDP on defence, which is further expected to rise in the current government rule.

The government initiated “Strategic Partnerships in Defence Sector” to develop a functional mechanism to encourage participation of the private sector in manufacturing of aircrafts, submarines, specialised boats, in order to increase efficiency and absorb technology faster. This indeed, would uplift the “Make in India” drive and reduce India’s dependence on Imports and external players in the Defence Sector.

L. P. Naval is likely to benefit from this drive by getting orders through its clients and also independently as our dedicated team has, using strong networks and understanding the technical requirements of the business. The Company can also expect its Repair and Maintenance Division to do well as the Sector picks up and demand goes up.

Shipbuilding Industry

Superstructure

Hull

The Company fabricated hulls, super structures, vessels, piping of fast moving aluminium boats, and other defence boats for principal client. With its state-of-the-art-technology, the Company has an edge over its competitors which will help the Company maintain its business relationships with principal client. The Company is expecting to get independent orders in FY20 and FY21.

Engineering and Manufacturing Industry

The Engineering sector in India is the largest and most diversified of all industrial manufacturing sectors.

The demand is driven from industries such as infrastructure, power, mining, oil and gas, refinery, steel, automotive and consumer durables and several companies in the industry have diversified, either geographically or sector-wise.

L. P. Naval’s principal clients have diversified product portfolio and they cater to industries such as fertilizer, chemical, refinery, petrochemical, and oil & gas, as well as to sectors such as thermal & nuclear power, aerospace and defence.

L.P. Naval generates its major revenue by providing manpower and fabricating service to Engineering sector and is likely to benefit from the overall growth in the Engineering sector.

DemandSide

Drivers

SWOT ANALYSIS: L.P. Naval and Engineering Ltd.

Weakness

Threats

SWOTAnalysisOpportunities

StrengthsThe company having diversified businesses to cater to.

Strong business networks allow the company to get independent orders and sub-contracts from its Principal Client.

Low cost Manufacturing ability.

Experienced and Dynamic Workforce.

Ship Building, Heavy Engineering and Defence Equipment Manufacturing, all three Businesses are capital Intensive.

Lack of building larger capacity ships.

Long Product cycle as approvals take time, especially in Defence Sector.

Launch of “Make in India” initiative uplifting Domestic Production.

90% of India’s International Trade carried through Waterways ensuring Repair and Maintenance Demand.

Increase Infrastructure spending with supportive government policies like De-licensing, increasing FDIs and easier credit facilities. L.P. Naval’s Engineering segment is likely to benefit from it.

Constantly increasing Government Budget allocation to the Defence Sector because of growing Defence needs.

Government Policies favouring Private Players in the Defence Sector.

Coast Guard demand providing opportunities to the company.

Strong Competition from established yards in China and Korea. They have an upper hand in design and manpower costs in Shipbuilding.

Commercial Shipbuilding growth is con-strained by Global oversupply.

Rapidly changing technology in the Defence Sector.

0

25

-25

-50

-75

-100

Half year Pro�tability Magrins

PATEBITDA

-37%

-83%

23%

2%

17%10%

0

50

100

150

200

-50

Half Year Pro�tability

PATEBITDA

-22.23

-49.87

45.38

4.70

154.39

95.99

Half Year Pro�tability (in lakhs)

Half Year FY19 ending at a glance

Mar-18 Sept-18 Mar-19 Mar-18 Sept-18 Mar-19

0

250

500

750

1000

Total Revenue (in lakhs)

Mar-18 Sept-18 Mar-19

Mar-18 Sept-18 Mar-19

Holding and Promoter Group

Promoter and Promoter Group 72.46%Holding

Promoter & Promoter Group

Public

ManojKumar Sarawagi

RakeshKumar Sarawagi

SanjayKumar Sarawagi

Govind Prasad Sarawagi

72.46%56.69%

5.27%

5.28%5.22%27.54%

Thank you