Mahindra & Mahindra Ltd. · NSE:M&M
Mahindra & Mahindra — Investor Day (July 2022)
40 slides from Mahindra & Mahindra's investor day presentation, July 2022
Slide 1: Electric SUV Strategy
ELECTRIC SUV STRATEGY M&M ANALYST CONFERENCE SEP’22 July 2022
Slide 2: Customer Evolution
Customer Evolution 2
Slide 3: Introducing Mahindra's Electric Brands
Introducing Mahindra’s Electric Brands Leveraging iconic brands Creating all-new revolutionary brand Honoring our legacy while embracing the Opening spaces to a completely future. For those who have the passion to reimagined world. For those who want to live life beyond boundaries while making a def
Slide 4: Design Capability
mahindra’” —_— DESIGN CAPABILITY
Slide 5: Mahindra Design Global Network
MAHINDRA DESIGN GLOBAL NETWORK The Best Locations for Design CONFIDENTIAL - DO NOT SHARE
Slide 6: M.A.D.E design studio in Banbury
• M.A.D.E is located at the global automotive and EV hub of Banbury, Oxfordshire. It forms part of the Mahindra Global Design Network • Its purpose is to conceive and create all future Mahindra EVs and advanced vehicle design concepts • M.A.D.E is equipped with state-of-the-art design tools to handl
Slide 7: Designing Products on HeartCore Philosophy
Designing Products on HeartCore Philosophy… THAR BOLERO SCORPIO XUV <ELECTRIC> ICONIC MONOLITHIC MUSCULAR ATHLETIC ELECTRIFYING IS ICONIC AND RARE, IS MONOLITHIC AND IS ALL MUSCLE, MAKES YOUR HEART IS ELECTRIC, BUT WITH A HEART SOLID, YET MAKES THAT MAKES YOUR BEAT WHILST AND SHOCKINGLY OF GOLD YOUR
Slide 8: Exquisite Designs that deliver Unmissable Presence
..to create Exquisite Designs that deliver Unmissable Presence 8
Slide 9: Born Electric AV
mahindra’” Born Electric AV
Slide 10: Human Machine Interface AV
Human Machine Interface AV 10
Slide 11: Futuristic Technology
mahindra’” —_— FUTURISTIC TECHNOLOGY
Slide 12: InGlo – Mahindra's Next Generation Platform
InGlo – Mahindra’s Next Generation Platform INTUITIVE INTELLIGENT IMMERSIVE A revolutionary platform that is the basis of everything that follows. Purpose-built and ground up, the INGLO platform outperforms on every level - speed, efficiency, safety, and adaptability 12
Slide 13: InGlo Features
InGlo Features Thrill on Tap Endless Modularity Up to 250 kW power Variable lengths, in All-Wheel Drive widths, wheelbases intending to take you and overhangs from 0-100 km/h in create an SUV that 5-6 seconds. fits your lifestyle perfectly. Incredible Fast Charging World Class Safety Next-generation
Slide 14: Partnership with Volkswagen
Partnership with Volkswagen • Term sheet for supply of VW’s MEB Electric Components for M&M’s INGLO platform covering all major commercial and technical terms with path to potential localization of battery system • Explore opportunities for collaboration in India in the field of e-mobility, Vehicle
Slide 15: SUV Modular Platform Architecture
SUV Modular Platform Architecture 60% VOB (Vendor On Board) of EV components closed • Overall length : 4368 to 4735 mm Common • Lightest 7-seater skateboard Rear eEngine Common OC-DC Front eEngine Common Battery • Best-in-class global bending & torsional stiffness Ball of foot • Safety Standards : E
Slide 16: SUV Modular Platform Architecture
SUV Modular Platform Architecture Battery Ground Clearance • Benchmark Range : 150 - 190 mm Best forward 23.2° visibility • INGLO : 218 mm Command Command Seating Position Seating Position • Benchmark Range : 600 - 631 mm • INGLO : 758 mm 758 mm Forward Visibility 218 mm 20° • Benchmark : 22.6 deg H
Slide 17: Performance: High Energy Density Battery
Performance: High Energy Density Battery Battery • Energy : 60 to 80 kWh • Cell Chemistry : LFP, NMC • Cell type : Blade, Prismatic • Pack design : Cell to Pack • Highest cell integration efficiency : 73% (benchmark range 60 % to 72 %) • Highest Energy density - LFP : 142 Wh/kg Charging • DC Chargin
Slide 18: Performance: Cell Chemistry and High-Power Electric Engines
Performance: Cell Chemistry and High-Power Electric Engines Front Motor Rear Motor Specific Energy Conventional LFP Pack Advanced LFP Pack Cost Specific Power Range - 80 kWh • WLTP : 435 - 450 km • MIDC (Full) : 565 - 585 km Lifespan Safety • MIDC (Part 1) : 652 - 675 km Rear powertrain Front powert
Slide 19: Safety: Robust Cell Chemistry & Mechanical Structure
Safety: Robust Cell Chemistry & Mechanical Structure Robust Cell Chemistry – LFP Frontal Crash Side Crash • Designed to withstand 900 kN force • Best thermal and chemical stability • Optimized front-end structure • Hot-formed sill section • Stop Thermal Propagation - STP • Additional 3rd load path 1
Slide 20: Dynamics, Ride & Handling, Comfort
Dynamics, Ride & Handling, Comfort Front Suspension Front Suspension • McPherson Strut with improved ride comfort • Reduced TCD < 10.5 m Rear Suspension Rear Suspension • 5-link suspension architecture • Best-in-class suspension travel Steering Semi-Active Damper Technology • Dual Pinion Rack Assist
Slide 21: High Performance Compute System
High Performance Compute System High Performance Computers Ethernet Backbone • Cockpit Domain • Autonomous • Vehicle Dynamics Capable of delivering • ADAS Level 2+ • FOTA, SOTA • DMS, OMS • Alexa • Connected Car – 5G, V2X 21
Slide 22: Ultimate Human Machine Interface
Ultimate Human Machine Interface Panoramic Display 360° Vision with AR HUD Edge-to-edge vista With 5 Radars-1 display with heads-up Vision technology, functionality creates it’s futureproofed for an intuitive and L2+ autonomous immersive experience driving and ADAS, for both the driver and with Augm
Slide 23: Upcoming EV Portfolio
Upcoming EV Portfolio L x W x H: 4565 x 1900 x 1660 mm L x W x H: 4370 x 1900 x 1635 mm L x W x H: 4790 x 1905 x 1690 mm L x W x H: 4740 x 1900 x 1760 mm Wheelbase 2775 mm Wheelbase 2775 mm Wheelbase 2775 mm Wheelbase 2762 mm OCT’26 OCT’25 APR’25 DEC’24 A family space, to explore the A true standout
Slide 24: XUV400
mahindra’” —_— XUV400
Slide 25: We Fast We Electric
THE FUTURE BEGINS NOW, AND IT'S ELECTRIC. We Electric We Fast We Fun 25
Slide 26: C Segment – A Big Electric Opportunity
C Segment – A Big Electric Opportunity B-Segment C -Segment 3.85m – 4m 4- 4.5m HK (0.2%), MZ (0.7%) TNEV (3.5%) Wt. Avg. Price SUV TIV = 32K (ICE + EV) SUV TIV = 66K (ICE + EV) 26 Note: Size of the bubble indicates average per month volume (SUV, for ICE+EV) with Price Clusters
Slide 27: #Live Funplugged
LIV E FUNPLUGGE | wr BN
Slide 28: SUV Purpose
SUV Purpose B U I L D A ST R O N G A N D AU T H E N T I C S U V B R A N D Life is an adventure; Live it Boldly while caring for our planet. Our Agile, Bold, and Collaborative people create Sophisticated and Authentic* SUVs with sustainable, innovative technologies that inspire your spirit of explora
Slide 29: XUV400 – A Winning Combination
XUV400 – A Winning Combination Best-in-class Best-in-class A C C E L E R AT I O N RANGE Best-in-class Best-in-class TECHNOLOGY S T Y L E & S PA C E Best-in-class SAFETY 29
Slide 30: Global Engineering for Indian Roads
Global Engineering for Indian Roads
Slide 31: Electrifying Presence; SUVness, Space & Comfort; Performance & Range
Just the right combination of fun and fast, for the trendsetter in you! Electrifying SUVness, Space & Performance & Presence Comfort Range Safety Fun | Fast | Electric 31
Slide 32: XUV400 vs C-Segment and B-Segment
Unmissable Presence XUV400 vs C - Segment XUV400 vs B - Segment 32
Slide 33: SUVness, Space & Comfort – Forward and Side Visibility
SUVness, Space & Comfort – Forward and Side Visibility Side visibility Front visibility 56.5 deg 24.1 deg Seating height 664 mm 33
Slide 34: SUVness, Space & Comfort – Cabin Roominess & Boot Space
SUVness, Space & Comfort – Cabin Roominess & Boot Space Boot space 34
Slide 35: Performance & Range – the Fastest C segment SUV
Performance & Range – the Fastest C segment SUV Range = 456km (AR AI tested) Acceleration = 8.3 sec (0-100kmph) 35
Slide 36: Safety – Highest % of HSS usage in the segment
Safety – Highest % of HSS (high strength steel) usage in the segment Extensive use of High Strength Steel Optimized frontal crash load path UHSS (UTS > 1500 Mpa) : 10 % AHSS (UTS > 600 Mpa) :5% HSS (UTS > 400 Mpa) : 30 % ▪ 3rd load path through K frame ▪ Designed to protect against frontal crash ene
Slide 37: Fun – Fast – Electric: Lively Mode with Intuitive HMI Features
Fun – Fast – Electric : Lively Mode with Intuitive HMI Features
Slide 38: Fun – Fast – Electric: 60+ Connectivity Features
Fun – Fast – Electric : 60+ Connectivity Features 38
Slide 39: Excitement coming up!
Excitement coming up! End JAN’23 JAN’23 Start of DEC’22 Deliveries Price OCT/NOV’22 Announcements Test Drives & & Bookings Showroom Open SEPT’22 Fun Fest for Display Customers Product Reveal & Media Drive 39
Slide 40: Thank You
THANK YOU D Ri. mahindra ~