Exide Industries Limited · NSE:EXIDEIND
Exide Industries — Investor Presentation (March 2020)
30 slides from Exide Industries's investor presentation, Mar 3, 2020
Slide 1: Automotive Division 03-March-2020 Mumbai
Automotive Division 03-March-2020 Mumbai 1
Slide 2: Agenda
Overview of current business Agenda Strategic bets for future 2
Slide 3: Agenda
Overview of current business Agenda Strategic bets for future 3
Slide 4: We are working towards distinct priorities in each segment
We are working towards distinct priorities in each segment Trade Grow and transform the business to improve revenue and cost Maintain the market share Exide without sacrificing margins OEM Continue to capture large part of new businesses Exports Double the size
Slide 5: Overview of Export Business
Overview of Export Business #WhatDrivesYou
Slide 6: Exports will be a key pillar of growth
Exports will be a key pillar of growth Our export facilities • Branch Office has been established in UAE • Manpower relocation to our Singapore office • Pune Plant exports to middle east Target • Haldia plant exports to south east Asia Currently, exporting seven different brands 1 Double size the ex
Slide 7: Overview of OEM Business
Overview of OEM Business #WhatDrivesYou
Slide 8: Automotive industry has slowed down in the past 2 years, however key drivers of growth are getting favorable
Automotive industry has slowed down in the past 2 years, however key drivers of growth are getting favorable Though subdued but a few Optimistic Triggers Automotive production trends in millions Which May Increase Demand in FY2020-21 +7 % 0% Improvement in liquidity of NBFCs Passenger 3.5 3.8 4 4 2.
Slide 9: Overview of Replacement Business
Overview of Replacement Business
Slide 10: We have the widest distribution network in the industry
We have the widest distribution network in the industry • 151 Spokes, including 18 ELCs, • 48,000+ Direct & Indirect Dealer Network • 600 FJCP Vehicles • EXIDE: 10,000+ Direct Dealers billed directly every month, supported by a 29,000+ strong sub-dealer • 170 company owned and network operated Servi
Slide 11: 3 Power-packed brands catering to every application and market segment
3 Power-packed brands catering to every application and market segment
Slide 12: Wide product portfolio for every application
Wide product portfolio for every application PVs CVs Tractors 3-WHs ERK 2WHs NV HUPS
Slide 13: Trade channel: Large scale digitization program underway
Trade channel: Large scale digitization program underway Secure Access Role Based Access Arteria Connect Solution Cloud connector Integration with Dealers Billing software Primary Dealers, Secondary Dealers – Portal and Apps
Slide 14: IT Enabled Sales Team & Channel Partners
IT Enabled Sales Team & Channel Partners • Connected through state-of-the-art mobility solutions • Real time information on Stocks, Targets & Incentives SALES TEAM CHANNEL PARTNERS
Slide 15: Overview of Manufacturing capacities and Technology
Overview of Manufacturing capacities and Technology
Slide 16: Manufacturing: Plant expansion being planned to meet the future requirement
Manufacturing: Plant expansion being planned to meet the future requirement Expansion does not require additional Multiple cost reduction initiatives underway investment MC capacity (Mn units) 4W Capacity Consolidation of production for 2W batteries from 4 Mn Units Projected 39 to 2 factories 40 30
Slide 17: Expanded Positive Technology
Expanded Positive Technology : Key Advantages: Improved MF characteristics Less Grid weight - High Power to weight ratio Ensures improved corrosion resistance Special Antimony strip : Improves Active Material & Grid adhesion High productivity - Low production cost Collaboration with Hitach
Slide 18: Punched Plate Technology For 2WL
Punched Plate Technology For 2WL : FIRST IN INDIA TO INTRODUCE Product Improvement :- PUNCHED PLATES IN MOTORCYCLE HIGHER PERFORMANCE Punched Grid INCREASED LIFE Cast Grid REDUCED WARRANTY Process Improvement :- HUGE REDUCTION IN MANPOWER BETTER QUALITY The Intercell Connectors rise above
Slide 19: ULTRA Batteries for Automotive
ULTRA Batteries for Automotive : Advantages of Ultra Battery Advantages of Ultra Battery in Hybrid Vehicles Excellent charge acceptability-2x Start /Stop Micro Mild Excellent durability under HR-PSOC condition – 2.5x Engine Stop Suppress stratification under deeper discharge / charge Reg
Slide 20: Agenda
Overview of current business Agenda Strategic bets for future 20
Slide 21: India is gearing up for electrification megatrend to become a reality
India is gearing up for electrification megatrend to become a reality Traditional OEMs have started Major drivers Falling upfront investing to transition to EVs Battery prices to fall Costs Improving cost economics Improved Products with Performance better performance Urban Significantly above New p
Slide 22: Hence, we have made two strategic investments in the automotive space
Hence, we have made two strategic investments in the automotive space Li-Ion Module and Pack Assembling Plant Exide NEO Aims to become a leading provider of Launched a battery powered e-rickshaw customized energy storage solutions with robust design and stylish looks Building prototypes for e-bus, e
Slide 23: We are undertaking early lead in the nascent li-ion battery market in India
We are undertaking early lead in the nascent li-ion battery market in India Our Headquarters in Prantij, Gujarat Our Facility in Bengaluru, Karnataka • Nexcharge existing land : 56,680m2 • Total area : 149m2 • Existing built-up area : 9,528m2 • Activity : Development Centre • Located at RMZ Eco Spac
Slide 24: Transportation Solutions
TRANSPORTATION SOLUTIONS Battery Auxiliary Micro Range Swappable Electric Hybrid Power Hybrid Extension Batteries Vehicle Transportation Fleet & Asset management and financing through partnerships • Buses, Passenger Cars, Three Wheelers, Two Wheelers, Trucks Systems integration and engineering exper
Slide 25: Overview: Nexcharge Development Centre
Overview: Nexcharge Development Centre 32 associates with a mix of Electrical, Electronics, Software, Mechanical & Industrial Associates Engineering Mech Design & simulation Electrical Eng. Skill set Industrial Eng. Software and Tools
Slide 26: Battery Pack: Electric Bus
Battery Pack: Electric Bus Technical Description Particular Chemistry, Nominal Voltage LFP, 640V Type of Cells Prismatic Pack Dimension (in mm) 1705 X 1653 X 235 Weight ~860kgs Life Cycle @ RT 3500 e-Bus
Slide 27: Battery Pack: Two Wheeler
Battery Pack: Two Wheeler Technical Description Particular Chemistry, Nominal Voltage NMC, 50V Type of Cells Cylindrical Pack Dimension (in mm) 239 X 156 X 183 Weight ~8 kgs Life Cycle @ RT 1000 Electric two wheeler
Slide 28: Battery Pack: Three Wheeler
Battery Pack: Three Wheeler Technical Description Particular Chemistry, Nominal Voltage LFP, 50V Type of Cells Prismatic Pack Dimension (in mm) 239 X 156 X 183 Weight ~37 kgs Electric three wheeler Life Cycle @ RT 3500
Slide 29: The Manufacturing and R&D set-up will be one of India's most advanced for Li-ion pack assembly
The Manufacturing and R&D set-up will be one of India's most advanced for Li-ion pack assembly State of the Art Manufacturing R&D innovation center Total HV capacity of ~500 mWh and LV capacity of ~250 R&D innovation center in Bangalore with 30+ electrical mWh and mechanical design engineers Softwar
Slide 30: Thank You
Thank You #WhatDrivesYou
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