Cemtrex (CETX) Investor presentation summary

Corporate overview and business segments

• Operates as a multi-segment platform with Vicon (security/surveillance) and AIS (industrial services) brands.

• FY 2024 revenue reached $66.9M, with 281 employees and headquarters in Hauppauge, NY.

• Vicon provides advanced video surveillance solutions, including proprietary software and modular camera platforms.

• AIS delivers industrial contracting services, including millwrighting, rigging, and equipment installation.

• Revenue has grown from under $40M in 2021 to over $65M in 2024.

Operating philosophy and strategy

• Decentralized leadership with clear P&L ownership and aligned incentives.

• Focus on disciplined capital allocation and acquiring high-ROE, cash-generating companies.

• Targets businesses with attractive margins, recurring revenue, and durable growth.

• Growth through consistent, repeatable acquisitions to build scale.

• Emphasizes cashflow, innovation, and long-term value creation.

Security segment (Vicon) highlights

• Offers end-to-end video surveillance, cloud-based platforms, and AI-driven solutions.

• NEXT modular camera system reduces installation time and features advanced AI processing.

• Launched Anavio, a cloud-based Video Surveillance as a Service platform.

• Sells over 10,000 cameras annually to diverse sectors including government, healthcare, and manufacturing.

• FY 2024 Vicon revenue was $32.0M, with a 51% gross margin.