Sandhar Technologies Ltd. · NSE:SANDHAR

Sandhar Technologies — Q2 & H1 FY2021 Earnings Presentation

15 slides from Sandhar Technologies's earnings presentation, Nov 9, 2020

1. Slide 1: Exchange intimation letter for investor presentation

   SANDHAR Growth. Motivation. Better Life Ref: STL/REG-30/BSE/NSE/ 2020-21/76 Dated: 09 th November, 2020 To, To, Department of Corporate Services Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Dalal Street C-1, G Block, Bandra Kurla Complex Mumbai-4

2. Slide 2: Investors' Presentation Q2 & H1 FY 20-21 Performance

   SANDHAR Growth . Motivation . Better Life SANDHAR TECHNOLOGIES LIMITED INVESTORS’ PRESENTATION Sandhar Components, Hosur Q2 & H1 FY 20-21 Performance Commencement from – FY’19

3. Slide 3: Safe Harbour

   Safe Harbour SANDHAR Growth. Motivation. Better Life This presentation and the accompanying slides (the “Presentation”), which have been prepared by Sandhar Technologies Ltd. (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invita

4. Slide 4: Sandhar Technologies – Footprint

   Sandhar Technologies – Footprint SANDHAR Growth. Motivation. Better Life OPoland oJapan Spain o Gurugram O H ridwar China OKorea 0 Manesar~ OTaiwan • India BawalO OMexico Jaipuro OPathrecli O lndore INDIA O Pune e Corporate Office Manufacturing Locations Bengaluruo 0 O Chennai Mysoreo Hos r t I 0 Ou

5. Slide 5: Sandhar Technologies - Overview

   Sandhar Technologies - Overview Incorporated in 1987 by a first generation entrepreneur, supported by a qualified management team Customer-centric component supplier, largely focused on vehicular safety and security systems with a pan-India presence and growing international footprint 80+ Indian and

6. Slide 6: Sandhar Vs Industry – Q2 FY21

   Sandhar Vs Industry – Q2 FY 21 SANDHAR Growth. Motivation. Better Life OEM Gr % STL Rev. Gr % Overall Growth 2&3W 4W CV OHV Customer STL Rev. Pie -~ 37% Q2-FY’21 Q2-FY 21 7% 0% 28% Hero I :Z-'Sr.S ~ -2% 2% 27% NA -0.3% -7% -0.9% -7% -2.7% -3% -4.8% ~l!3 =l NA 7% 7% -23% BOSCH NA 4% 5% •Sandhar Rev.

7. Slide 7: Sandhar Vs Industry – YTD Sep 20

   Sandhar Vs Industry – YTD Sep 20 SANDHAR Growth. Motivation. Better Life Overall Growth 2&3W PV CV OHV OEM Gr % STL Rev. Gr % Customer STL Rev. Pie YTD Sep’21 YTD Sep’21 NA -36% -38% 28% -35% -42% -39% 26% -40% -40% -43% -41% -43% -44% -46% -57% NA -37% 6% ■ Sandhar Rev Gr % ■ Industry Prod vol. Gr

8. Slide 8: Q2-FY'21 Financial Snapshot (fig. in Rs. Crs)

   Q2-FY’21 Financial Snapshot (fig. in Rs. Crs) SANDHAR Growth. Motivation. Better Life Consolidated Standalone Revenue EBITDA Revenue EBITDA 80 20% 45 46 50 20% 504 502 58 10% 11% 60 54 40 431 430 30 10% 10% 40 12% 11% 20 0% 130 20 10 -9% 0% 100 -11% - - 1 (10) • -10% (20) (12) -10% (20) (11) -20% ■

9. Slide 9: H1-FY'21 Financial Snapshot (fig. in Rs. Crs)

   H1-FY’21 Financial Snapshot (fig. in Rs. Crs) SANDHAR Growth. Motivation. Better Life Consolidated Standalone Revenue EBITDA EBITDA 110 Revenue 1,057 120 20% 100 92 20.00% 100 905 632 80 80 530 60 60 46 10% 10% 36 10.00% 40 40 10% 7% 20 20 7% 0 0% - 0.00% H1 FY 20 H1 FY 21 H1 FY 20 H1 FY 21 H1 FY 20

10. Slide 10: Profit & Loss Statement – Consolidated (fig. in Rs. Crs)

    Profit & Loss Statement – Consolidated (fig. in Rs. Crs) SANDHAR Growth. Motivation. Better Life Particulars Q2 FY 21 Q2 FY 20 YOY (%) Q1 FY 21 QoQ (%) H1 FY 21 H1 FY 20 YOY (%) Total Revenue 502.24 503.95 -0.34% 129.99 286% 632.23 1056.98 -40% Expenses Cost of materials 292.29 291.83 0% 68.85 325%

11. Slide 11: Profit & Loss Statement – Standalone (fig. in Rs. Crs)

    Profit & Loss Statement – Standalone (fig. in Rs. Crs) SANDHAR Growth. Motivation. Better Life Particulars Q2 FY 21 Q2 FY 20 YoY (%) Q1 FY 21 QoQ (%) H1 FY 21 H1 FY 20 YoY (%) Total Revenue 429.51 430.78 -0.30% 100.01 329% 529.51 904.64 -41.5% Expenses Cost of materials 272.20 273.85 -0.60% 64.27 32

12. Slide 12: Balance Sheet (fig in Rs. Crs)

    Balance Sheet (fig in Rs. Crs) SANDHAR Growth. Motivation. Better Life Particulars Consolidated Standalone Inventory Holding Period Inventory Holding Period H1-FY21 FY-20 H1-FY21 FY-20 62 56 Application of Funds ·················· 43 38 Gross Fixed assets 1,188.67 1,155.16 872.33 852.56 FY-20 H1 -FY

13. Slide 13: Cash Flow Statement (fig in Rs. Crs)

    Cash Flow Statement (fig in Rs. Crs) SANDHAR Growth. Motivation. Better Life Particulars Consolidated Standalone H1-FY21 H1-FY 20 FY-20 H1-FY21 H1-FY 20 FY-20 Cash Flows from Operating Activities Profit before tax (12.98) 43.25 78.05 (1.52) 46.50 80.92 Depreciation and amortization expense 45.47 49.

14. Slide 14: WOS and JV Performance

    WOS Performance (fig in Rs. Crs) SANDHAR Growth. Motivation. Better Life Revenue EBT 153 EBITDA 3.6 103 19 - 11 (5.5) • H1 FY 20 • H1 FY 21 ■ H1 FY 20 ■ H1 FY 21 • H1 FY 20 • H1 FY 21 © 33% © 44% © 253% JV* Performance (fig in Rs. Crs) EBITDA Revenue PAT 23 25 (3.8) (3.7) (6.5) (5.9) ■ H1FY'20 I H1F

15. Slide 15: Thank You

    THANK YOU

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