Eicher Motors Limited · NSE:EICHERMOT
Eicher Motors — Investor Presentation (March 2012)
21 slides from Eicher Motors's investor presentation, Mar 28, 2012
Slide 1: Joint Investors Meet
Eicher Motors Ltd. JOINT INVESTORS MEET March 28th, 2012 | Pithampur Siddhartha Lal MD & CEO, Eicher Motors Ltd. Investor Presentation
Slide 2: In this Presentation
In this Presentation 1. Eicher Motors Limited Journey so far EML: Overview 2. Royal Enfield 3. VE Commercial Vehicles Limited 4. Financials Investor Presentation Joint Investors Meet Presentation 21
Slide 3: Eicher Motors Limited – Journey so far
Eicher Motors Limited – Journey so far… India’s first Forms JV with AB tractor rolls out Royal Enfield Volvo of Sweden; of Eicher factory motorcycles Enters HD trucks transfers CV in Faridabad acquired segment business to the JV 1959 1984 1991 1993 2002 2005 2008 JV with JV with Divests tractor Mits
Slide 4: Eicher Motors Limited Overview
Eicher Motors Limited Overview Institutional Investors Retail Investors 11.5% 24.9% AB Volvo Promoter Group 8.4% 55.2% 45.6% EML 54.4% Royal VE Commercial Vehicles Ltd. Enfield Investor Presentation Joint Investors Meet Presentation 53
Slide 5: Eicher Management Philosophy
Eicher Management Philosophy Break-through Market Established Corporate Strong Values Business Model Governance An evolved business model Fully empowered management Corporate conduct rooted in with 50+ years of experience teams highest standards of ethics, in automotive space in India, integri
Slide 6: Established Governance Structure: EML Board
Established Governance Structure: EML Board S Sandilya Non Executive Chairman Siddhartha Lal MJ Subbaiah R L Ravichandran Priya Brat Prateek Jalan Independent Director Independent Director Managing Director & CEO Independent Director Executive Director Investor Presentation Joint Investors Meet Pres
Slide 7: Royal Enfield
Moving forward... ROYAL ENFIELD Investor Presentation Joint Investors Meet Presentation 296
Slide 8: Royal Enfield
Royal Enfield Royal Enfield “Bullet” is the longest running model in continuous production. Royal Enfield Motorcycles are unique in terms of the engine character - Single Cylinder, Air-Cooled, Push-rod &Valve operated for the distinctive Bullet beat. The authentic vintage styling , traditional paint
Slide 9: Royal Enfield continues to grow and evolve
After successfully managing 2010, the year of transition, Royal Enfield continues to grow and evolve Transition of all Demand continues to be ahead of 80000 models to UCE 41.9 45 capacity; optimising production in platform; Surge in 40 TVT; commencement of capacity 70000 Introduced UCE engine in Bul
Slide 10: Uniquely differentiated offering
Uniquely differentiated offering Rich Heritage Market Trading Up Enhanced Product Upper end segment, Removed perceptual & less price sensitive, physical purchase barriers growing Practical Leisure Motorcycling Sold as a leisure bike; bought as a practical bike Investor Presentation Joint Investors M
Slide 11: Thriving in “Community”: Both physical & virtual
Thriving in “Community”: Both physical & virtual Investor Presentation Joint Investors Meet Presentation 10
Slide 12: Plans being executed for profitable growth
Plans being executed for profitable growth Enhance production capacity • Enhance production for CY 2012 to 1,00,000 units; • Capacity increase to 150, 000 pa after start of commercial production from new site at Oragadam, Chennai, India from 1st half, 2013 Improve profitability • Focus on cost manag
Slide 13: Future: Café Racer
Future: Café Racer Investor Presentation Joint Investors Meet Presentation 12
Slide 14: VE Commercial Vehicles Ltd. (VECV)
Moving forward... VE COMMERCIAL VEHICLES Ltd. (VECV) Investor Presentation Joint Investors Meet Presentation 2913
Slide 15: VECV was established in 2008 with strong parentage
VECV was established in 2008 with strong parentage Eicher strengths Volvo strengths VECV vision Leadership in LD / MD Global expertise segments “To be Leadership in product Specialist skills and recognised as technology experience in developing the industry Good infrastructure low cost, be
Slide 16: VECV milestones
VECV milestones Dec 2007: Signing of Letter of intent May 2008: Signing of definitive agreements Jul – Aug 2008: Commencement of JV Dec 2008: Volvo Board Visit Mar 2009: Launch of Quality Improvement CSI-1 Initiative April 2009: Inauguration of the new gear plant at Dewas Jan 2010: Lau
Slide 17: VECV Overview
VECV Overview Eicher Eicher Eicher Trucks Volvo Trucks Medium Duty Engineering Engineering & Buses India Engine Project Components Solutions Investor Presentation Joint Investors Meet Presentation 16 14
Slide 18: VECV - Wanted position in 2015
VECV - Wanted position in 2015 Wanted position 2015: Strategic Wanted position 2015: Operations Market Most innovative products Sales in units share Seen as a covering entire range Bus (2015) leading CV Comprehensive network LD/MD 100,000 including 11000 100,000 group in Proactive solution / s
Slide 19: Financials
Moving forward... FINANCIALS Investor Presentation Joint Investors Meet Presentation 18 29
Slide 20: EML Consolidated: Optimising returns on capital employed and cash management
EML Consolidated: Optimising returns on capital employed and effective cash management Return on operating capital employed (%) Net Sales/Net Fixed Assets 140 125.0 12.0 120 10.0 10.0 100 8.4 77.0 8.0 7.1 80 56.1 6.0 60 4.0 40 20 2.0 0 0.0 CY09 CY10 CY11 CY09 CY10 CY11 Shareholders fund - Eicher Mot
Slide 21: Thank You
THANK YOU Investor Presentation Joint Investors Meet Presentation 2920