Mahindra Logistics Ltd. · NSE:MAHLOG

Mahindra Logistics — Shareholder Meeting (July 2023)

15 slides from Mahindra Logistics's shareholder meeting presentation, Jul 24, 2023

  1. Slide 1: Chairman Presentation at 16th Annual General Meeting

    mahindra Mahindra Logistics Limited Arena Space, 10th & 11th Floor, LOGISTICS Plot No. 20, Jogeshwari Vikhroli Link Road, Near Majas Bus Depot, Jogeshwari (East), Mumbai - 400060, Maharashtra. Tel +91 22 6836 7900 Email enquiries-mll@mahindra.com www.mahindraLogistics.com ON: L63000MH2007PLC173466 R

  2. Slide 2: Road To Rise: Accelerating Value Creation

    SDI-151001 0Jp1ALIOLLI 4, 4 • Accelerating Value Creation • • ctr • Road To Rise • V /4 ssappris 2up.p2i

  3. Slide 3: The New Normal

    Igniting Success The New Normal KEY FOCUS AREAS Energy Security Imperatives BUSINESSES 6 ESG Activism 7 Ukraine Conflict Inflation – • I e China – Western recession decoupling 1 paradox 2 ci RESILIENCE TECHNOLOGY AGILITY & INNOVATION • Geopolitical swing state • Supply Chain Food insecurity & instab

  4. Slide 4: India – Resilient & Resurgent Bright Spot

    11 ssappris 2uniu2i India –Economy Indian Resilient :&AResurgent Bright Spot • India's GDP has reached $3.75 trillion in 2023, UO!II!J1 • Bright spot’ in the global economy - fifth largest economy in the world oi fiu!w!e s! mu! uompi s$ e aq • Propelling towards a path of “inclusive” growth Aq Atuou

  5. Slide 5: India's Logistics sector – A year of transformation

    Igniting Success India’s Logistics sector – A year of transformation 15. zz). eoeL ti 1 a2 3 4 I 45, National Logistics Integrated Decarbonization Digitalization Policy (NLP) Development programs ULIP & ONDC Gati Shakti Foster the growth of formalized players Support reduction of logistics costs to

  6. Slide 6: RISE

    Igniting Success Rise to be 10,000 Crores by FY 26 Create itiiii4A4L7thilkl integrated, customized COMMERCE logistics and mobility solutions through EMPOWERING technology, people and COMMUNITIES TO process capabilities RISE 6 mahindm LOGISTICS

  7. Slide 7: Business Highlights FY 22-23

    Igniting Success Business Highlights FY 22-23 H.. OP 9 IMP lkj-L o3-o j— Io 0 s 0 I 3PL Contract Logistics Cross Border Last Mile Delivery B2B Express Mobility mu Growth in integrated  Ocean Freight prices down  India’s largest EV  Demonstrated consistent  Expanded with the acquisition of Meru

  8. Slide 8: Acquisitions – Accelerating our journey

    Igniting Success Acquisitions – Accelerating our journey SIVIERU WHI ARD RIVIGO BY mahindra LOGISTICS Deep Digital Capabilities Network Expansion Integrated offerings mahindm LOGISTICS

  9. Slide 9: Technology & Automation

    Igniting Success Technology & Automation L CI' GONE Hello Ram 234 L Handheld compatible WMS v. Drone based inventory counting 2.54. Auto guided vehicle / Bots  WMS - Handheld based inventory mgmt.  TMS – End to end transport mgmt  Electric Last mile delivery suite  Optimization Suite – Load / ro

  10. Slide 10: People First

    Igniting Success People First Our family has grown 24,500+ members Becoming a more inclusive organization Great jilt , wry 1 Place an ' To Work "toilttiti :Ks rr :es- • - Certified k•eto0 "Le +. sr " Nnlq UDAAN V.I.P. W ELCO NOWOMEN BACK AMP A CAREE tram. Veterans In Partners I. FLEZ Inclusion Polic

  11. Slide 11: Drive to Net Zero

    Igniting Success fl Drive to Net Zero Carbon Neutral by 4+ Mn Sq Feet 25 Million 2040 Solar Powered warehouses Green KM with EVs ~ 1,300 MT CO2 1,500+ EV Savings in electricity 3W and PV consumption 5 IGBC Gold & Platinum Accreditation Certified buildings Ecovadis - Bronze C 5% reduction TCO2/E ~11

  12. Slide 12: Financial Summary

    Igniting Success Financial Summary Standalone MLL (Rs. Crore) Subsidiaries Rs. Crore) 4459 3631 693 62 532 24 Sales Revenue Profit After Tax Sales Revenue Profit After Tax -9.4 mahindm FY 21-22 FY 22-23 -34.25 LOGISTICS

  13. Slide 13: Path to Value Creation

    Igniting Success Path to Value Creation Growing the 3PL business by increasing share of solutions and cost optimization Scale up of new businesses driving revenue and margin enhancement Driving operational excellence across all segments with Common Operating Systems & unlocking synergies Continuing

  14. Slide 14: Keshub Mahindra 1923-2023

    "Dream about achieving the impossible - because impossible things do happen." Keshub Mahindra 1923-2023

  15. Slide 15: Road To Rise: Accelerating Value Creation

    SDI-151001 0Jp1ALIOLLI 4, 4 • Accelerating Value Creation • • ctr • Road To Rise • V /4 ssappris 2up.p2i

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