Ashok Leyland Limited · NSE:ASHOKLEY
Ashok Leyland — Conference Presentation (2025)
30 slides from Ashok Leyland's conference presentation, 2025
Slide 1: India 2025 – Now More Than Ever
India 2025 – Now More Than Ever Towards Sustainable Growth Shenu Agarwal | Ashok Leyland
Slide 2: India – Ready for Global Leadership
India – Ready for Global Leadership Why Now ➢ Advantage India & Challenges ➢ Sustainability in Growth – Responsibility & Opportunity ➢ Alternate Energy in Mobility ➢Ashok Leyland is changing itself to Lead the Change 2
Slide 3: Advantage India
Advantage India The Projections are Positive & with Right Reasons 3rd Biggest Economy Ahead of Japan & Germany 5 trillion economy by 2026 GDP growth projected above 6% for next 5 years in a row Projections for 2023 and 2028 as of Oct 2023; Source: IMF World Economic Outlook, Statista 3
Slide 4: Favourable Policies & Demographics
Favourable Policies & Demographics Large Young Workforce and Consumer Base Friendly India Favorable, neutral Policies A trusted partner of key nations Lead position in South Asia Young India Age Group 18 – 35 years, Now 600 million 65% under 35 years Advantage will remain till 2056 1.5 million workf
Slide 5: Capital Deepening Increase Productivity
Capital Deepening Increase Productivity Technology Infusion, Connectivity Capital Infusion 10th largest FDI destination Government & Private Capex Technology Infusion BIFS, Healthcare, e-Commerce, Retail, Mfg IoT, Industry 4.0, Cloud, Digital Supply Chain Connectivity Bharat Mala (Road) Dedicated Fr
Slide 6: Challenges – Recognition by Indian Government
Challenges – Recognition by Indian Government Productive Resources, Reskilling for AI, Improve Green Reskill for AI Employability as Productive Resources Geo-political Developments Sustainable Growth - Energy Security 6
Slide 7: Sustainability in Growth
Sustainability in Growth India’s 5 Commitments 500GW Non-Fossil Energy Capacity by 2030 50% Renewable Energy by 2030 Carbon Reduction of 1 billion ton by 2030 Carbon Intensity Reduction by 45% by 2030 Net Zero Emissions by 2070 Mobility sector to play a big role here 7
Slide 8: Move Fast to Alternate Powertrain Solutions
Pollution Contribution from Mobility 3rd Overall; Much More Significant in Cities like Delhi, Bangalore, Pune India Delhi Move Fast to Alternate Powertrain Solutions 8
Slide 9: Move To Renewable Energy Sources
Another Trigger – India’s Energy Security High Import Bill – Huge Opportunity for Reduction Move To Renewable Energy Sources 9
Slide 10: Two Challenges Two Solutions
Two Challenges Two Solutions Pollution & Energy Security Renewables & Alternate Powertrains India 2050 Goals Renewables (95% Reduction in Energy Imports) + New Powertrains (85% reduction in Total Emissions) For Sustainability in Growth 10
Slide 11: Huge Opportunities - Avenues for Investment
Huge Opportunities - Avenues for Investment Complete Value Chain yet to be Established in India Wind Energy Green Hydrogen Lithium Deposits Solar Energy Charging Infra Scrappage 11
Slide 12: The Hinduja Group – Positioned for Sustainable Growth
The Hinduja Group – Positioned for Sustainable Growth A Centenary of Entrepreneurship Auto OEM & Oil & Specialty Banking & Information FOUNDED 1914 Components Chemicals Finance Technology VERTICALS 11 Energy Cyber Security Media & Distribution PEOPLE 200000+ COUNTRIES 38 Project Real Estate Healthca
Slide 13: Ashok Leyland – Hinduja Group Automotive Flagship
Ashok Leyland – Hinduja Group Automotive Flagship 75 years of Mobility ▪ 1948 Established ▪ 1987 Acquired by Hinduja / IVECO ▪ 2007 Self Reliance and Indigenisation Achieved (60th Year) ▪ 2011 Extended Product range with introduction of LCV ▪ 2020 Modular Platform of Trucks World 2nd Largest Bus ▪ 2
Slide 14: Our Purpose, Vision and Values
se le cas { ) ASHOK LEYLAND Koi Manzil Door Nahin OUR PURPOSE Transforming Lives and Businesses through Leadership in Mobility OUR VISION INNOVATION OUR AGILITY Player VALUES sr. creating reliable and differentiated CUSTOMER products and solutions, J Cea while delivering outstanding P| PARES stakeho
Slide 15: Ashok Leyland: Key Differentiation – People
1 Ashok Leyland: Key Differentiation – People Homegrown • More than 80% of Leadership Team is Homegrown Leadership • More than 90% of senior management are Career employees • More than 75% of population are Engineers Engineering • Focussed Groups on Innovation & Future Technologies – Multiple Compet
Slide 16: Ashok Leyland: Key Differentiation – Technology
2 Ashok Leyland: Key Differentiation – Technology Reliance on Partnerships to Multiple Alternative Power Trains Complete Self Reliance (60-70 years) - Back to Age of Partnerships 2008 2013 2020 2022 2023 In-house World-class Modular AVTR Engines up to Driver Cabins Truck EV Double Decker Bus 8 Litre
Slide 17: Ashok Leyland: Key Differentiation – Ecosystem Creation
3 Ashok Leyland: Key Differentiation – Ecosystem Creation Opportunity Enhancement into Allied Avenues Electrification Technologies Mobility as a Service HINDUJA LEYLAND FINANCE Changing Business Models HINDUJA Engineering Mobility Centers of Engineering Excellence HOUSING FINANCE Digitization in Mob
Slide 18: Complexity & Huge Investments: Multiple Technologies for De-Carbonization
Complexity & Huge Investments: Multiple Technologies for De-Carbonization Alternate Fuel / Powertrains Trend (Next 10 Years) CNG LNG BEV H2 ICE H2 FC LCV ICV Trucks ICV Buses M&HCV Trucks MDV Buses Likely Trend Increased LNG Fuel Battery / Green Hydrogen Investments & Key Drivers CNG Infra – Govt Ce
Slide 19: Key Implications: Collaborations & Partnerships
1 Key Implications: Collaborations & Partnerships Ensuring Readiness & Speed to Market Partners for Technology Readiness Partners for Market Deployment 19
Slide 20: Key Implications: Re-Skilling / Skill Enhancement
2 Key Implications: Re-Skilling / Skill Enhancement Gearing up the Workforce for the Future Needs Key Skills Targeted Reskilling & New Recruitment Engine Performance, FE, & Headcount Mix Calibration Emissions Compliance Vehicle BMS, FC, Controls Motor Controls FY21 FY22 FY23 FY24 FY25 Core ReSkill N
Slide 21: Key Implications: Modular Architecture for Multiple Technologies
Key Implications: Modular Architecture for Multiple 3 Technologies Only OEM in India; started work in 2016 Common Interface One Platform – Over 6 Lakh Variants Configurable Vehicles Multiple Modules 21
Slide 22: Key Implications: Modularity – A Unique Advantage
3 Key Implications: Modularity – A Unique Advantage Fastens our transition to Alternate Energy Propulsion 22
Slide 23: Ashok Leyland – New Energy Portfolio
Ashok Leyland – New Energy Portfolio Will be ready in next 1.5 years – across fuel types, across segments Available H2 + - In Progress Diesel CNG LNG H2 ICE H2 FC BEV M&HCV Trucks P P P P P AVTR OTHER MODELS Long Haul Trucks P P P P P AVTR OTHER MODELS ICV Truck P P P P E-Comet BOSS LCV Goods P P P
Slide 24: Stepping Further: Other Technology Advancements
Stepping Further Other Technology Advancements – For India & the World Flywheel Hybrid Predictive Maintenance Advanced Driver Accelerated Development Assistance Systems ✓ Energy recuperation and ✓ Actionable Insights using vehicle ✓ Faster , Optimized Designs to Powertrain downsizing. data to enhanc
Slide 25: Showcasing the Future – Auto Expo 2023
Showcasing the Future – Auto Expo 2023 CNG, LNG, H2 ICE, H2 FC, BEV Trucks BOSS EV Not concepts assembled at Expo Grounds, But Fully Operational Future Range 25
Slide 26: Promise Delivered – Bharat Mobility Global Expo, Feb 2024
Promise Delivered – Bharat Mobility Global Expo, Feb2024 First BOSS 14T EV ICV Delivered to our First Customer BOSS EV 26
Slide 27: TCO Challenge for Faster Adoption – Battery Electric Vehicles
TCO Challenge for Faster Adoption Battery Electric Vehicles Major Customer Engagements Major Applications TCO Comparison vs Diesel • Port Capex : 3X AVTR 55T 4x2 • Steel/Cement (Battery 300kWh for 180kms Electric TT • Coal range) Opex per km: 0.5X (Diesel @95/- and Electricity @9/-) Major Applicatio
Slide 28: TCO Challenge for Faster Adoption – Gaseous Fuels
TCO Challenge for Faster Adoption Vehicles with Gaseous Fuels Interventions required for Faster ROI Major Customer Engagements 1922 4x2 Major Applications Comparison vs Diesel ▪LNGCell & Pack localization / ImportCapex • CNG Cascade duty: 1.6Xwaivers • Parcel/Ecommerc (Considering 450L LNG tank) ▪ L
Slide 29: Summary
Summary Towards a Transformed India ➢ India’s potential to grow more than any country in the world ➢ Strong focus required on improving employability of the young abundant work force ➢ With growth India has also committed to reduce pollution – towards Net Zero by 2070 ➢ In transportation, Energy sec
Slide 30: Ashok Leyland
@) ASHOK LEYLAND Koi Manzil Door Nahin 30