Rattanindia Enterprises Limited · NSE:RTNINDIA
Rattanindia Enterprises — Investor Presentation (May 2022)
47 slides from Rattanindia Enterprises's investor presentation, May 30, 2022
Slide 1: Investors Presentation cover letter to exchanges
RattanIndia ENTERPRISES May 30, 2022 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex Dalal Street, Bandra (East), Mumbai - 400 001 Mumbai-400 051 Scrip Code- 534597 RTNINDIA Sub: Investors Presentation Dear Sirs/ Madam, Please find
Slide 2: Investor Presentation
Investor Presentation May 30, 2022
Slide 3: Disclaimer
This document contains certain forward-looking statements based on current expectations of RattanIndia Enterprises (REL) management. Actual results may vary significantly from the forward- looking statements in this document due to various risks and uncertainties. These risks and uncertainties inclu
Slide 4: Key Highlights
Key Highlights … Total consolidated profit of Rs. 565 cr for Q4FY22 In line with its ESG philosophy, RattanIndia Enterprises (REL) has discontinued associate relationship with RattanIndia Power (RPL) o This has resulted in an income of Rs. 532 cr in REL’s Consol financials Revenue generation i
Slide 5: Digital ecosystems will be key drivers in India's aspirations to be $5 trillion economy
Digital ecosystems will be key drivers in India’s aspirations to be $5 trillion economy Enablers of India’s digital economy 1.3 760 650 1 $1.3 billion million million billion trillion People onboarded on Smartphone Bank Account Holders Aspiring Indians Estimated fintech Aadhaar stack enabled Interne
Slide 6: Our philosophy on business
Our philosophy on business New Age businesses ESG compliant Direct to consumer engagement Staying away from debt-heavy businesses Low capex Clean tech focus Rapid scalability Aiming to be amongst the leaders 5
Slide 7: Our business interests
Our business interests RattanIndia Enterprises Invested in the future E-commerce Fintech1 Drones Electric Vehicles 100% subsidiary 100% subsidiary 100% subsidiary Rs. 150 crore4, 43% shareholding 2 Matternet3 Residual equity holding - RattanIndia Power 19.81% shareholding Note: 1. Through wholly own
Slide 8: Our governance
Our governance Governance Statutorily committees Guided by audited by Robust 50% of Board headed by qualified and regulatory is independent Grant Independent competent compliance Thornton Directors Advisory Board Audit, Nomination and Renumeration, Corporate Social Responsibility (CSR) Stakeholders’
Slide 9: Advisory Board of eminent professionals
Advisory Board of eminent professionals Mr. Arun Mr. Yashish Mr. Ranu Mr. Jan Mrs. Anjali Rattan Mr. Rajiv Duggal Dahiya Vohra Preiss Nashier Rattan Chairman of ICRA Co-founder and Group Co-founder and Co-founder and CEO of Co-founder & Business Co-founder & Chairman, (A Subsidiary of Moody's CEO of
Slide 10: Spearheaded by expert professionals
Spearheaded by expert professionals Mr. Rajesh Arora, Company Mr. Amit Jain – Chief Financial Secretary, Compliance Officer and Officer Legal Head • Comes with nearly 2 decades of rich industry • A qualified Company Secretary as well as Law experience in Finance and Operations Graduate from Universi
Slide 11: Businesses of the future
Businesses of the future Smarter take on opportunities 10
Slide 12: Partners for success
RattanIndia cocoblu Partners for success : \ Thank you! Purchase was successful
Slide 13: Opportunity of a lifetime
Opportunity of a lifetime 89% 27% 72% 64% 19% 18% 43% 14% 65% Percentage of Indian population below 35 India USA China SE Asia India USA China SE Asia years of age Current Internet penetration. Retail ecommerce growth in Huge penetration potential in 2021. India: one of the fastest India growing eco
Slide 14: Opportunity of a lifetime
Opportunity of a lifetime India Retail Market (Rs. Lakh crore) India E-retail market (Rs. Lakh crore ) % of E-retail penetration in total retail CAGR: 29% from FY19 to FY21 93.8 10% 9.8 61.1 63.8 60.8 58.5 5% 51.8 4% 3% 2.3 2.9 1.7 FY17 FY18 FY19 FY20 FY21 FY26E FY19 FY20 FY21 FY26E FY19 FY20 FY21 F
Slide 15: Strong progress achieved since the launch on 24th February 2022
Strong progress achieved since the launch on 24th February 2022 … Monthly Revenue in Rs. Crore • Pan India servicing: 19,000+ PIN Codes served • 499 top brands already signed up … To go up to 600 by Q2FY23 276 • 40 lakhs+ orders fulfilled • 15 lakhs+ unique items stocked and being sold 113 • Achieve
Slide 16: Universe of possibilities – REL's e-commerce platform
Universe of possibilities – REL’s e-commerce platform Partnering Digital co- vendors in branding their growth Seller on Other online Amazon.in marketplaces Private Licensing Labels foreign brands Capitalizing on full potential of e-commerce universe through multi-faceted foray 15
Slide 17: Partner Brands and many more
Partner Brands and many more…… 16
Slide 18: Led by expert retail professionals
Led by expert retail professionals Housed in 26,000 sq. ft. office space in Bangalore 105 Team members With 300+ years of experience Mr. Mouli in retail Mr. Soumik Bhusan, Venkataraman, CEO With deep expertise in scaling CFO • Alumnus of prestigious IIT Madras up brands in e-commerce • Alumnus of pr
Slide 19: India's premier, all-digital, one-stop financial solution provider
India’s premier, all-digital, one-stop financial solution provider 18
Slide 20: Driving opportunity in a digital first ecosystem
Driving opportunity in a digital first ecosystem 2W loans in Rs. Cr. 55,990 Digital Lending/ Digital Payments 30,828 • Witnessed strong growth in BNPL 100 the lending ecosystem over the past few years FY17 FY20 Personal Loan + Small Ticket Personal • The typical industry practice FY21 FY26E FY16 FY2
Slide 21: BankSe - One stop solution for every financial need
BankSe - One stop solution for every financial need Marketplace for anything one needs from a financial institution • Access via App/ Website • Real-time Personalized Offers • Free Credit Score Check • Check real time banking transactions with 10 top banks through Account Aggregator network • Banks,
Slide 22: Actualizing the opportunity
Actualizing the opportunity 26 leading banks and NBFCs integrated with BankSe Strengths of BankSe’s business model BankSe provides two-wheeler loans for 34 manufacturers having • No Capital at risk 1,444 models 24,008 downloads of BankSe App • Progress at the speed of a click 1,043 loans dis
Slide 23: BankSe Vs. Traditional Approach
BankSe Vs. Traditional Approach BankSe’s approach Traditional approach Paperless authentication and on-boarding Multi-tier burdensome paperwork Instant approval status Prolonged, opaque, outdated processes Live comparison across suitable options Preferred partner typically gets pushed Tailor made pr
Slide 24: BankSe's Cutting Edge Technology Platform
BankSe’s Cutting Edge Technology Platform Intelligent Sourcing Direct API Deep Tech Integration Cutting edge analytics connectivity with with India Stack – Aadhaar, platform for targeted Banks, and NBFCs NPCI, e-Sign and Sahamati sourcing Algorithm based real Account Aggregator Secured and Robust ti
Slide 25: Partners for success and many more
Partners for success and many more…… 24
Slide 26: Led by industry veteran
Led by industry veteran Mr. Amitav Panigrahi, CEO Supported by • Is a veteran banker, previously 64 employees associated in renowned with 400+ years organizations like Citibank, of experience in HSBC, ICICI and Yes Bank reputed Banks, • Brings deep knowledge of NBFCs, fintechs financial products and
Slide 27: Sky-high opportunity
Mm=OSKY Sky-high opportunity
Slide 28: The sky is not the limit
The sky is not the limit • Government of India wants to make the country #1 drone hub by 2030 • Import ban is aiding local industry • Offers clean tech with zero pollution • Numerous use cases where efficiency is enhanced • ~Rs. 30,000 crore – Expected market for drone services industry in the next
Slide 29: Policy tailwinds
Policy tailwinds Liberalised drone regulations o New Drone Rules 2021 will give impetus to the drone industry o Initiatives like Kisan Drone and Drone Shakti to promote usage of drone across various applications Production Linked Incentive (PLI) scheme o Incentives of Rs. 120 crore to be given i
Slide 30: NeoSky is aiming to be the leader
NeoSky is aiming to be the leader … • NeoSky has a strategic vision to be the market leader in drone sector in India • The company will also target global markets for its drone products and services • Will invest in best intellectual capital and technology available in the drone sector and will scou
Slide 31: Rapid rollout of use cases
Rapid rollout of use cases Enterprise Consumer Pilot Academy Delivery Defence Agriculture Arial Drone Pilot Medical Security Photography Mining Cargo Surveillance FPV racing Survey Passenger All Weather Surveillance Anti Drone Asset Heavy Lifters Management 30
Slide 32: Majority stake in Throttle Aerospace Systems
Majority stake in Throttle Aerospace Systems • Rationale for acquisition: o Founded by a team of technology experts in 2016 led by Mr. Nagendran Kandasamy, an ex-Boeing, aeronautical industry veteran o First drone manufacturer in the country to be approved by Directorate General Civil Aviation (DGCA
Slide 33: Dream team of infinite possibilities
Dream team of infinite possibilities Setting up world class R&D centre for design, development & manufacturing of indigenous drones • Several recruitments underway Setting up, Sales, Marketing and to grow the dream team Distribution capabilities • Expect 50+ strong team from Mr. Sarath Chandra Gudla
Slide 34: Residual equity in historical business
Residual equity in historical business 33
Slide 35: Best-in-class operations
Best-in-class operations Fully functional, Robust Amravati asset operational running metrics profitably Assured raw Current position material linkages in MOD stack offer insurance ensures high PLF against fluctuations 34
Slide 36: Superlative Performance
Superlative Performance • RPL has posted highest ever total revenue of Rs. 3,613 Cr (66% increase in FY 22 vs FY 21) • PAT of Rs. 348 Cr vs Rs. 97 Cr (increase of 260% in FY 22 vs FY 21); and on quarterly basis company has clocked PAT of Rs. 137 Cr in Q4 FY 22 vis-a-vis Rs. 63 cr in Q4 FY 21 (increa
Slide 37: Brief update on 1350 MW Sinnar, Nasik Power Plant
Brief update on 1350 MW Sinnar, Nasik Power Plant • Government of India has issued directions, on May 2nd, 2022, to revive already commissioned but non- operational power plants in the country to tide over power crisis in the country • Accordingly, Sinnar Thermal Power Limited (STPL), a subsidiary o
Slide 38: Established foundation for India's no.1 electric motorcycle company
Established foundation for India’s no.1 electric motorcycle company 37
Slide 39: Industry data
Industry data Rapid scale up of Electric Two EV sales have grown rapidly around the world India has adopted new technologies at a Wheelers expected in India* Global EV Trends much faster rate than major economies CAGR: 48% from 2022E to 2030E 200% 101% 144% 145 17.69 1,395 EV 2W unit 99 EV 4W EV 2W
Slide 40: Policy tailwinds
Policy tailwinds Lucrative subsidies from Centre & State Governments and waiver of Road tax o Faster Adoption and Manufacturing of Electric Vehicles in India II (FAME II) scheme announced in March 2019 with an outlay of Rs. 100 bn to incentivize demand for EVs by providing upfront subsidies and cr
Slide 41: First mover – India's no. 1 electric motorcycle company
First mover – India’s no. 1 electric motorcycle company • Multi-model approach o Increasing level of localization o AI enabled data analytics o Establishing state-by-state distribution o State of the art manufacturing –being further expanded o No special charging infra required o New age/Digital app
Slide 42: India's most advanced AI enabled, nextgen electric motorcycle
India’s most advanced AI enabled, nextgen electric motorcycle More than 1.4 million data points processed on AI engine from more than 60 million+ kms driven on Revolt bikes 41
Slide 43: The Revolt advantage
The Revolt advantage Natural transition Electric motorcycles Electric motorcycles from ICE motorcycles are built sturdier for have long term cost which account for superior riding advantages in > 60% share of 2Ws proposition comparison to ICE 2Ws 42
Slide 44: Revving up the performance
Revving up the performance 4x 9x 11x Over FY20 Over FY20 Over FY20 34,434 10,425 160.0 15,533 7,833 2,303 29.0 1,224 15.0 FY20 FY21 FY22 FY20 FY21 FY22 FY20 FY21 FY22 Growth in Closing Bookings Growth in Sales Volumes Growth in Revenues in Rs. Cr. Quicker inflection to profitability anchored by r
Slide 45: Electrifying India, a city at a time
REL to validate Electrifying India, a city at a time HQ and Factory Manesar, NCR Delhi** Noida Jaipur Patna Lucknow Ahmedabad* Kolkata Surat Mumbai Hyderabad Pune* Stores Vizag • Presence in 19 cities with 25 stores *Ahmedabad, Pune and Vijayawada Chennai have 2 stores • New cities in the pipeline *
Slide 46: Investor connect
Siddharth Rangnekar / Nishid Solanki CDR India Email: siddharth@cdr-india.com / Investor connect nishid@cdr-india.com 45
Slide 47: Thank You
Thank You
RattanIndia Enterprises — Investor Presentation (May 2022) on 6ix