Slide 1: Schaeffler India Limited Investor Presentation
Schaeffler India Limited Investor Presentation August 2021
Slide 2: Agenda
Agenda 1 Schaeffler Group 2 Executive Summary 3 Company Overview 4 Business Overview 5 Strategic Overview 6 Financial Overview 8/19/21 Schaeffler India Limited | Investor presentation 2
Slide 3: Schaeffler in facts – strong starting point
Schaeffler Group Schaeffler in facts – strong starting point Strong customer base with Approximately More than approx. 11,800 EUR 12.6 bn 1,900 customers Sales in 2020 patents filed in 2020 1.1 m 75 plants tons of processed steel p.a. 20 R&D centers Around 200 locations in more than 50 countries Aro
Slide 4: Schaeffler – a leading global technology company
Schaeffler Group Schaeffler – a leading global technology company Sales (in EUR bn) Sales by division and region in 2020 (in %) Automotive Industrial Americas Europe Techno- 24.9 20.7 logies 42.6 Greater 62.1 13.0 Automotive China 23.4 Aftermarket 13.3 14.0 14.2 14.4 12.6 13.3 Asia/Pacific 2016 2017
Slide 5: Our success factors – quality, technology and innovation
Schaeffler Group Our success factors – quality, technology and innovation Number of patent applications in Germany1 Selected Innovation and Quality Awards • German Mobility Prize by the Federal Ministry of Transport and Digital Infrastructure (Schaeffler Mover) 2,316 2,383 2,417 2,385 1,907 • „BEST
Slide 6: Agenda
Agenda 1 Schaeffler Group 2 Executive Summary 3 Company Overview 4 Business Overview 5 Strategic Overview 6 Financial Overview 8/19/21 Schaeffler India Limited | Investor presentation 6
Slide 7: Company Snapshot
Executive Summary Company Snapshot 01 75+ Years of Global 02 03 04 05 Experience and Serving customers Two dedicated DSIR 8 Sales Offices, 330 across automotive 4 state-of-the-art approved R&D distributors and over Parent Lineage; 50+ manufacturing Years of presence in and industrial facilities in I
Slide 8: Agenda
Agenda 1 Schaeffler Group 2 Executive Summary 3 Company Overview 4 Business Overview 5 Strategic Overview 6 Financial Overview 8/19/21 Schaeffler India Limited | Investor presentation 8
Slide 9: Company Overview
Company Overview Company Overview Revenue & EBITDA Margin (in INR Mn) Schaeffler India 45,615 43,606 39,331 37,618 • The company has had a presence in India since 1962, and in 2018, INA Bearings India Private Limited and LuK India Private Limited merged with Schaeffler India Limited (erstwhile FAG B
Slide 10: Milestones
Company Overview Milestones 1962 1997 2007 2019 Incorporated the LuK India established in Inaugurated INA India corporate Company under the Hosur Set up export- plant at Talegaon in HQ established name Precision oriented unit for the FAG Pune in Pune. Bearings India business in Maneja, Limited. Vado
Slide 11: Board of Directors
Company Overview Board of Directors Mr. Avinash Gandhi Chairman and Independent Director Mrs. Renu Challu Mr. Arvind Balaji Independent Director Independent Director, Audit Committee, Chairperson of Corporate Social Responsibility Committee Mr. Amit Kalyani Ms. Eranti Sumithasri Independent Director
Slide 12: Management Team
Company Overview Management Team Mr. Harsha Kadam - Managing Director & CEO Mr. Satish Patel - Director - Finance & CFO Mr. Kadam is also responsible for Schaeffler’s Industrial business in India. He In his role, he is responsible for the Finance & IT functions of the company. joined Schaeffler in 2
Slide 13: Customer Recognitions
Company Overview Customer Recognitions Best Quality Awarded for Best Vedor for the Partner Level Best Supplier Best Supplier for Performance with Design and year 2018-2019 Award for the Award for Zero Outstanding Zero Defect Development of sixth time in a row Warranty and Zero Performance in Efficie
Slide 14: COVID-19 Response
Company Overview COVID-19 Response Employees Community and Government/ Local COVID care • Vaccination of employees • 13 mn INR donated to PM CARES Fund • Leadership outreach • 7.5 mn INR donation to local hospitals in Pune, Hosur and • Timely payment of salaries Vadodara for COVID related medicines,
Slide 15: Schaeffler in India
Company Overview Schaeffler in India Ludhianal lGurgaon Udaipurl lKanpur 2,794 24% 4 Plants 163 Ahmedabad l nManeja nÃSavli Jamshedpurl lKolkata employees1) contribution to Asia/Pacific 2 R&D / engineering Employees in research & turnover development centers MumbaiÃl Navi Mumbai l nTalegaon lHydera
Slide 16: Manufacturing Footprint
Company Overview Manufacturing Footprint Pune - Talegaon Plant Vadodara – Savli Plant • Year of establishment: 1998 • Year of establishment: 2012 • Certifications: ISO 9001:2000, OHSAS 18001, TS • Certifications: ISO 9001, TS 16949 and ISO 18001 16949:2002 and ISO 14001 • Segments: Cars and Trucks,
Slide 17: Marquee Customers
Company Overview Marquee Customers Industrial Customers Automotive Customers 8/19/21 Schaeffler India Limited | Investor presentation 17
Slide 18: Agenda
Agenda 1 Schaeffler Group 2 Executive Summary 3 Company Overview 4 Business Overview 5 Strategic Overview 6 Financial Overview 8/19/21 Schaeffler India Limited | Investor presentation 18
Slide 19: Balanced business portfolio
Business Overview Balanced business portfolio^ Two Raw Wheelers Materials Mobility Others 80% 20% Cars & Light Industrial Commercial Automation Vehicles Engine & Bearings Transmission Power Truck & Bus 60% solutions Transmission 40% Offroad Wind Automotive Industrial (incl (incl aftermarket) distrib
Slide 20: Automotive Technologies Division
Business Overview Automotive Technologies Division • The Automotive division accounts for 39% share of the total business in Q2 2021. • Schaeffler provides innovative solutions on a wide range of technologies for the automotive industry; Products increasing the content per vehicle. • Chassis compone
Slide 21: Industrials Division
Business Overview Industrials Division • This division contributes 39% in Q2 2021 to the entire business with over 40,000+ applications across varied Products industries. • Rolling and plain bearings • The product spectrum includes bearing supports and components, which contributes to the quality of
Slide 22: Industrials Product Portfolio
Business Overview Industrials Product Portfolio Rolling bearings and Plain bearings Linear guidance systems Ball Bearings Roller Bearings Other Rolling Bearings Monorail Guidance Track Roller Guidance Shaft Guidance System Miniature Plain System System Guidance System Radial Insert Ball Bearing Bear
Slide 23: Automotive Aftermarket Division
Business Overview Automotive Aftermarket Division Light Passenger Tractors Heavy Products Commercial Vehicles Cars Commercial Vehicles Replacement Parts for • Transmission • Engine Components Intelligent solution for Outstanding competence in Dependable solutions for Repair solutions for • Chasis Co
Slide 24: Agenda
Agenda 1 Schaeffler Group 2 Executive Summary 3 Company Overview 4 Business Overview 5 Strategic Overview 6 Financial Overview 8/19/21 Schaeffler India Limited | Investor presentation 24
Slide 25: One Schaeffler Strategy
Strategic Overview One Schaeffler Strategy Building capacities for an integrated ecosystem • We have set up best-in-class infrastructure for manufacturing, storing and Improve distributing our products. Productivity • In addition to enhancing utilisation and making the requisite capacity expansions
Slide 26: Schaeffler launched its Global Roadmap 2025
Strategic Overview We keep strategic course globally Schaeffler launched its Global Roadmap 2025 8/19/21 Schaeffler India Limited | Investor presentation 26
Slide 27: Plan for alignment to Roadmap 2025
Strategic Overview Intact Long term growth story Plan for alignment to Roadmap 2025 We will continue to stay ahead by demonstrating agility, innovation and efficiency in all that we do. 8/19/21 Schaeffler India Limited | Investor presentation 27
Slide 28: Future ready products and new launches
Strategic Overview Future ready products and new launches Automotive Technologies Industrial Automotive Aftermarket Future ready products Linear assembly guideways Lubricant Schaeffler TruPower Superior performance with increased High positional accuracy, effortless Premium base oil with enhanced 1
Slide 29: Agenda
Agenda 1 Schaeffler Group 2 Executive Summary 3 Company Overview 4 Business Overview 5 Strategic Overview 6 Financial Overview 8/19/21 Schaeffler India Limited | Investor presentation 29
Slide 30: Key Financial Highlights
Financial Overview Key Financial Highlights Revenues (INR Mn) EBITDA & EBITDA Margin (%) PAT & PAT Margin (%) 7,585 4,198 45,615 6,917 3,885 3,676 43,606 6,461 39,331 37,618 5,401 2,910 2,677 25,497 4,275 17.6% 16.6% 16.8% 9.9% 9.2% 10.5% 14.8% 14.4% 8.4% 7.7% CY17* CY18 CY19 CY20 H1-CY21 CY17* CY18
Slide 31: Shareholder Value Creation
Financial Overview Shareholder Value Creation Dividend per share (INR) Stock Return 10 year CAGR 17%^ 38 35 30 17 12 2016 2017 2018 2019 2020 2011 2021 12% 14% 24% 30% 40% = Dividend Pay out ratio (% to Net Profit before exceptional items) ^ As on 1st July 2011 to 30th June 2021 8/19/21 Schaeffler I
Slide 32: Income Statement
Financial Overview Income Statement Particulars (INR Mn) CY18 CY19 CY20 H1-CY21 Revenue from Operations 45,615 43,606 37,618 25,497 Other Income 189 125 40 76 Expenses 38,219 37,270 32,257 21,298 EBITDA 7,585 6,461 5,401 4275 EBITDA Margin (%) 16.6% 14.8% 14.4% 16.8% Interest Income 719 507 563 272
Slide 33: Balance Sheet
Financial Overview Balance Sheet Assets (INR Mn) CY19 CY20 H1-CY21 Equity and Liabilities (INR Mn) CY19 CY20 H1-CY21 Non-current Assets Equity Property, plant & equipment 8,943 9,259 9,267 Equity share capital 313 313 313 Right of use assets - 798 768 Other equity 29,309 31090 32,650 Total Equity 29
Slide 34: Capital Market Data
Financial Overview Capital Market Data 1 Year Stock Return (as on 30th June, 2021) 3 Months Stock Return (as on 30th June, 2021) 70% 8% 6% 60% 4% 50% 2% 40% 0% 30% -2% 20% -4% -6% 10% -8% 0% -10% -10% -12% Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21 Mar-21 Apr-21 May-21 Jun-21 Apr-21 May
Slide 35: Disclaimer
Disclaimer The information contained in this presentation is provided by Schaeffler India Limited (“the Company”), to you solely for your reference. This document is being given solely for your information and for your use and may not be retained by you and neither this presentation nor any part the
Slide 36: For more information Contact
For more information Contact: investorsupport.in@schaeffler.com Vijay.Chaudhury@Schaeffler.com