Exide Industries Limited · NSE:EXIDEIND
Exide Industries — Investor Presentation (September 2023)
20 slides from Exide Industries's investor presentation, Sep 26, 2023
Slide 1: Cover letter to stock exchanges: investor plant visit
GEXIDE Ref no.: EI L/SEC/2023-24/51 26.09.2023 The Secretary The Secretary The Calcutta Stock Exchange Limited BSE Limited 7 Lyons Range Phiroze Jeejeebhoy Towers Kolkata - 700 001 Dalal Street, Mumbai - 400 001 CSE Scrip Code: 15060 & 10015060 BSE Scrip Code: 500086 The Secretary - National Stock E
Slide 2: Exide Industries Ltd. – Green Technology Solutions
Exide Industries Ltd.– Green Technology Solutions September 2023
Slide 3: Exide Industries: A Brief Snapshot
Exide Industries: A Brief Snapshot 2
Slide 4: Exide Industries at a snapshot
Exide Industries at a snapshot 75+ Years of 10 Rs.22,500 Manufacturing crore+* Operations in Plants Market Capitalization India Presence in 54 million Rs.14,500 60+ Automotive Batteries produced p.a. crore+ Countries Revenues 5,200+ 5.8 billion AH Rs.1,500 Employees of Industrial Power crore+ Supply
Slide 5: Comprehensive product portfolio serving multiple applications
Comprehensive product portfolio serving multiple applications We manufacture batteries for multiple We are a reliable power solution provider for all applications in automotive sector industrial applications Vehicular Non- Vehicular Power Exports Solar 4-Wheeler 3-Wheeler Industrial applications Rai
Slide 6: Consistent financial performance over the years
Consistent financial performance over the years Revenues EBITDA Profit after tax (Rs. Cr.) (Rs. Cr.) (Rs. Cr.) 1,568 14,592 1,411 1,398 904 1,365 1,356 844 826 12,410 765 758 10,588 10,041 9,857 FY19 FY20 FY21 FY22 FY23 FY19 FY20 FY21 FY22 FY23 FY19 FY20 FY21 FY22 FY23 • Strategic initiatives to boo
Slide 7: Green Technology Solutions: Lithium-ion Cells & Batteries
Green Technology Solutions: Lithium-ion Cells & Batteries 6
Slide 8: Mobility: India's electrification demand expected to be 150GWh by 2030
India’s electrification demand expected to be 150GWh by 2030 Lithium-ion demand (GWh) in India by 2030 Market adoption drivers across user segments 2025 2030 • 2W & 3W: Personal, B2B, e-commerce 2Ws 10 - 12 40 - 45 • 4W: Personal, taxi fleet, city buses 3Ws 1.2 – 1.7 5-6 • CV: Last mile connectivity
Slide 9: Exide is ahead of the curve in its lithium-ion foray
Exide is ahead of the curve in its lithium-ion foray Exide Industries Limited 100% Subsidiary 100% Subsidiary Exide Energy Exide Energy Private Limited (EEPL) Solutions Limited (EESL)* • Established in 2018 • Established in 2022 • Develops and manufactures lithium- • Focus on manufacturing of advanc
Slide 10: Our lithium-ion cells and batteries manufacturing facilities
Our lithium-ion cells and batteries manufacturing facilities A B Facility 1 in Prantij, Gujarat Facility 2 in Bengaluru (upcoming) • Existing land : 56,680m2 • Area: 325,000 m2 • Built-up area : 9,528m2 A • Total investment: Rs.6,000 crore Li-ion Module and Pack Assembly Lines Li-ion cell manufactur
Slide 11: Nexcharge product portfolio for key transportation and industrial applications
Nexcharge product portfolio for key transportation and industrial applications Bus Battery Pack 3 Wheeler Battery Pack 2W Medium Duty 2 Wheeler Light Duty & Heavy Duty Telecom Energy Storage Systems UPS Battery UPS Battery 10
Slide 12: Nexcharge has strong technical capabilities to cater to diverse customer specifications
Nexcharge has strong technical capabilities to cater to diverse customer specifications Our strong technical expertise …. Deep design In-house Quality Economies of capability: providing competency: manufacturing: scale: High energy density, Ability to Automated scale processes thermal stability and
Slide 13: Exide is in advance stages of setting lithium-ion cell manufacturing facility
Exide is in advance stages of setting lithium-ion cell manufacturing facility Wholly owned subsidiary Exide Energy Technical collaboration with SVolt Solutions Limited ▪ Multi-year technical collaboration for li- ▪ Multi-gigawatt green field project for li-ion ion cell technology cell manufacturing
Slide 14: 4 lines being planned for Phase 1 capacity of 6 GWh
4 lines being planned for Phase 1 capacity of 6 GWh Cylindrical Cells – Radial Prismatic Cells – 4.2Ah & 5Ah 106Ah, 157 Ah & 228Ah 13
Slide 15: Our competitive edge and value proposition
Our competitive edge and value proposition End-to-end “Cell to Pack” product portfolio Backed by SVOLT's world class technology & quality • Multiple chemistries/form factors • Tech partnership with global li-ion cell player • Customizable module/pack solutions • Industrial leading thermal stability
Slide 16: Progress so far ....
Progress so far …. Particulars Progress • Recruitment of top tier team comprising experienced and senior personnel to support Organization project execution and delivery has been completed • Mix of internal accruals and loan financing Funding • Recently secured banking credit line for project financ
Slide 17: Onsite construction works going on in full swing
Onsite construction works going on in full swing 16
Slide 18: Lithium-ion cell manufacturing facility – Final View
Lithium-ion cell manufacturing facility – Final View Administrative building Cell-manufacturing plant Our readiness in the emerging EV battery space Click here for the video 17
Slide 19: Disclaimer
Disclaimer In this document, we have disclosed forward-looking information to enable analysts and investors comprehend our prospects and take investment decisions. This document and other statements–written and oral–that we periodically make, contain forward-looking statements that set out anticipat
Slide 20: THANK YOU!
THANK YOU! Investor Contact Chhavi Agarwal, CFA Head- Investor Relations & Sustainability E-mail: investor.relations@exide.co.in 19
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