Mahindra & Mahindra Ltd. · NSE:M&M

Mahindra & Mahindra — Shareholder Meeting (August 2022)

36 slides from Mahindra & Mahindra's shareholder meeting presentation, Aug 5, 2022

  1. Slide 1: Chairman's Presentation at the 76th Annual General Meeting

    Mahindra & Mahindra Ltd. Mahindra Towers, Dr. G. M. Bhosale Marg, Worli, Mumbai 400 018 India Tel: +91 22 24901441 Fax: +91 22 24975081 REF:NS:SEC: 5th August, 2022 National Stock Exchange of India Limited BSE Limited "Exchange Plaza", 5th Floor, Phiroze Jeejeebhoy Towers, Plot No.C/1, G Block Dalal

  2. Slide 2: Mahindra & Mahindra Annual General Meeting 2022

    Mahindra & Mahindra Annual General Meeting 2022

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  4. Slide 4: Is Oil That Expensive?

    110 160 210 60 10 Jan-08 Jul-08 USD/bbl (2012=100) Jan-09 Jul-09 Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12 Jan-13 Brent deflated by CPI Jul-13 Jan-14 Jul-14 Jan-15 Jul-15 Jan-16 Jul-16 Jan-17 Jul-17 Jan-18 Jul-18 IS OIL THAT EXPENSIVE? Jan-19 Average since 2012 Jul-19 Jan-20 Jul-20 Jan-21 Jul-21 Jan

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  7. Slide 7: Who Would Win?

    WHO WOULD WIN? MULTIMILLION DOLLAR TANK ONE DRONE BOI

  8. Slide 8: US Recession Fears?

    “= US RECESSION FEARS STREET JOUR pesDay. SEPTEMBER 1#, 2008 - VOL, CCLILNO, 65 & “<Js) DI STOUK 90 NAHI VAON SOYRIREAS 421/92 veld LAIN GR IWATE FSSA? GOLD “Beet hock Hits World] rer After U.S. Allows Investme: nt Bank to Fail; Barelays in Talks t

  9. Slide 9: India Has Always Been Resilient

    INDIA HAS ALWAYS BEEN RESILIENT India GDP ($T) Covid Annexation of Pandemic 3.5 Crimea Dot com Crash Trade war 3.0 Gulf War Taper East Asian Crisis GFC Tantrum Demonetisation 2.5 2.0 1.5 1.0 0.5 0.0 1992 1996 2000 2004 1991 1993 1994 1995 1997 1998 1999 2001 2002 2003 2005 2006 2007 2008 2009 2010 2

  10. Slide 10: Supply Chain Disruption

    SUPPLY CHAIN DISRUPTION

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  16. Slide 16: FDI to India

    FDI TO INDIA Post-pandemic avg - $55B Pre-pandemic average - $39B F14 F15 F16 F17 F18 F19 F20 F21 F22

  17. Slide 17: Weekly FPI Flows to India

    WEEKLY FPI FLOWS TO INDIA 1.2 0.3 (0.2)(0.0) (0.4) (0.4) (0.6)(0.6) (0.6) (0.9) (1.0) (0.9) (1.4) (1.5) (1.3) (1.5) (1.8) (2.3) (2.3) (2.2)(2.1) (2.4) (2.7) (3.5) (4.6) 01-Feb 16-Feb 03-Mar 18-Mar 02-Apr 17-Apr 02-May 17-May 01-Jun 16-Jun 01-Jul 16-Jul

  18. Slide 18: Unicorns in India

    UNICORNS IN INDIA 100 86 42 31 24 11 13 14 2015 2016 2017 2018 2019 2020 2021 2022

  19. Slide 19: gate

    " @e-- --8 “4 a) gate e

  20. Slide 20: Rupee Depreciation

    RUPEE DEPRECIATION Depreciation vs USD since Mar ‘22 Growth in Indian Exports 13.2% 190 12.6% 25% 152 9.4% 6.5% 5.3% 3.1% Q1 F22 Q1 F23

  21. Slide 21: Fill the Gap

    FILL THE GAP a

  22. Slide 22: India GDP Growth vs Job Growth

    INDIA GDP GROWTH VS JOB GROWTH FY21, 8.7% FY18, 6.8% FY19, 6.5% GDP Growth FY20, 3.7% FY21, 3.7% FY20, 0.7% Job FY18, -0.3% Growth FY19, -1.2% FY21, -5.3% FY21, -6.6%

  23. Slide 23: Labour Force Participation and Unemployment

    7.8% 50 50 3.6% 40 63 Labour force Unemployment Labour force Unemployment participation Rate participation Rate

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  25. Slide 25: MSMEs – The Backbone of the US Economy

    MSMEs – The backbone of the US economy ~67% Net new private sector jobs in ~90% recent decades Of businesses in the USA

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  27. Slide 27: We Have Nothing to Fear but Fear Itself

    We have nothing to fear but fear itself -Franklin Roosevelt

  28. Slide 28: Mahindra Group Investment Plans

    MAHINDRA GROUP INVESTMENT PLANS Auto EV Co Farm Auto + Farm Other Total (incl e-3W) Intl. Group Cos

  29. Slide 29: Electric Vehicles

    ELECTRIC VEHICLES

  30. Slide 30: New Mohali Tractor Plant

    Awaiting Mohali plant picture NEW MOHALI TRACTOR PLANT

  31. Slide 31: Solar

    SOLAR

  32. Slide 32: Logistics

    LOGISTICS

  33. Slide 33: Real Estate

    REAL ESTATE

  34. Slide 34: Upping the Game

    UPPING THE GAME THE TIMES OF INDIA Mahindra & Mahindra raises $250 million for EV | business at $9 billion valuation \ NEW DELHI: Mahindra & Mahindra (M&M), maker of popular sports utility vehicles (SUVs) such asthe Thar and Scorpio, Yas r ww we aN) yy vy > me si ing il ig mrsongf

  35. Slide 35: It was the best of times; It was the worst of times

    It was the best of times; It was the worst of times… It was the season of light, it was the season of darkness It was the spring of hope, it was the winter of despair. -Charles Dickens

  36. Slide 36: Mahindra Rise.

    Mahindra Rise.

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