Slide 1: Exchange filing cover letter for Investor Presentation
TEM C 5‘9 563% Supraiit. . Registered & Corporate Office : #100, Bommasandra Industrial Area, 5 O 3‘ . \ New“0 Eng] D ee ““3 Bengaluru 560 099. Tel: +91 -80-43421 100, Fax: +91 -80-27833279 - DNV-GL . lelted . E-mail: info@suproiil.com Web : hh‘p://www.suprojil.com Corporate Identity Number (CIN) :
Slide 2: Marching Ahead with Confidence… Investors' Presentation May 2019
Marching Ahead with Confidence… Investors’ Presentation May 2019
Slide 3: Overview
Overview Core business, Group and 1 Organization structure 4 Financials. 2 Customer Profile Milestones, Strengths and 5 Accolades 3 Strategy – Suprajit 2.0 A Global Leader in Control Cables and Halogen Lamps 2
Slide 4: Core Business, Group and Organization Structure
Core Business, Group and Organization Structure A Global Leader in Control Cables and Halogen Lamps 3
Slide 5: Exhaustive Range of Cables…
Exhaustive Range of Cables… Indicative List of Our Products Used in a 4W Park Brake Cables Clutch Cables Starter Cables Throttle Cables Door Latch Cables Push-Pull Cables Mirror Cables Tail Gate Cables Gear Shifter Cables Tyre lifting Cables Fuel Filler cables Hood Lock & Release Cables Window Regul
Slide 6: ..and Halogen Bulbs.
..and Halogen Bulbs. A Global Leader in Control Cables and Halogen Lamps 5
Slide 7: Best in class facilities
Best in class facilities World-class manufacturing with operations IATF 16949 certified. Global standards in manufacturing, testing and quality assurance. Vertical process integration for key processes and optimized supply chain. IATF16949 Plants A Global Leader in Control Cables and Halogen Lamps 6
Slide 8: Suprajit Group Structure
Suprajit Group Stucture Suprajit Engineering Limited 100% Suprajit Suprajit Suprajit USA, Suprajit Phoenix Lamps Division (3 plants) Europe Automotive Foundation (Erstwhile Phoenix Lamps Limited, Inc (SEU) (SAL) (CSR Arm) merged with Suprajit recently) 100% 100% 100% Wescon Controls LLC Luxlite Trif
Slide 9: Leadership team
Leadership team K. Ajith Kumar Rai Founder & Chairman N.S.Mohan Managing Director Medappa Gowda J CFO & CS Ashutosh Rai Financial Head - STC CS Controller A Global Leader in Control Cables and Halogen Lamps 8
Slide 10: Group overview
Group overview Top 3/ 5 in cables / halogen lamps. Dominant supplier in Indian Automotive Industry. Preferred Supplier to both Domestic and Overseas Customers (OEMs and Aftermarket). Exports to 50+ countries. Strong presence in nonautomotive cables in US/North American markets through Wescon. Strong
Slide 11: Customer Profile
Customer Profile
Slide 12: Customers - automotive
Customers - automotive A Global Leader in Control Cables and Halogen Lamps 11
Slide 13: Customers – 2 wheeler
Customers – 2 wheeler A Global Leader in Control Cables and Halogen Lamps 12
Slide 14: Customers – Non automotive
Customers – Non automotive A Global Leader in Control Cables and Halogen Lamps 13
Slide 15: Customers (> US$ 3 million)
Customers (> US$ 3 million) Hero Moto Corp VW Group TVS Motor Lumax Bajaj Auto M&M Honda Group Magneti Mareli John Deere Group Royal Enfield BMW Ford MTD Piaggio Yamaha Renault Nissan Toro Husqvarna A Global Leader in Control Cables and Halogen Lamps 14
Slide 16: Strategy – Suprajit 2.0
Strategy – Suprajit 2.0
Slide 17: Strategy – Derisk & Grow Profitably
Strategy – Derisk & Grow Profitably 1985 2019 Single Four Non-Auto, Multiple Two Three wheeler, Exports Segment wheeler wheeler CVs Segments Aft-mkt German, Japanese Bajaj Tata Motors, Single TVS Motor and NA 4W OEMs, John Deere Multiple Hero Honda Swaraj Mazda, Customer Company domestic 4W Kubota C
Slide 18: Strategy – 3 brands
Strategy – 3 brands Suprajit Engineering Phoenix Lamps Wescon Controls Automotive Cables Halogen Lamps Non-Automotive cables •14 manufacturing facilities in • 3 manufacturing facilities in • Manufacturing facility in India including EOU for non- India. Wichita, Kansas, USA. automotive. • 2 facilitie
Slide 19: Global Footprint
Global Footprint Global Footprint Plants Suprajit - India: India 17 • Headquarters, UK 1 • Tech Centre • Global Manufacturing Hub US 1 •14 Strategically located plants Mexico 1 A Global Leader in Control Cables and Halogen Lamps 18
Slide 20: Financials
Financials
Slide 21: Capacities
Capacities Cable Capacity 300 * (In millions) Revenue Split 250 250 250 225 250 212 200 180 175 200 157 150 140 140 Bulbs, 125 150 125 115 18% 105 100 FY 18-19 90 80 100 66 50 Cables, 82% 0 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 Cables Produced Cable Capacity * Capacity expansion plan (Ca
Slide 22: Robust Financials (Group)
Robust Finanicals (Group) Robust growth in net sales… …high EBIDTA … ...and high net profit 33.7 230.4 (USD Mn) 19.4 29.3 16.5 174.3 14.0 88.7 11.2 7.3 6.8 67.1 50.2 8.1 4.8 29.9 4.3 1.3 FY09 FY11 FY13 FY15 FY17 FY19 FY09 FY11 FY13 FY15 FY17 FY19 FY09 FY11 FY13 FY15 FY17 FY19 supported by low Long T
Slide 23: Segmental and Geographic Synergies
Segmental and Geographic Synergies 1% 21% 21% 2.5% Category-wise 22% 22% FY FY 21% 17-18 18-19 FY 21% 01-02 36% 36% 96,5% Automotive 2-wheeler Aftermarket Non-automotive 1% Geography-wise FY FY 41% FY 41% 01-02 59% 17-18 59% 18-19 99% Global Domestic A Global Leader in Control Cables and Halogen Lam
Slide 24: Milestones, Strengths and Accolades
Milestones, Strengths and Accolades A Global Leader in Control Cables and Halogen Lamps 23
Slide 25: Key milestones in our journey
Key milestones in our journey • Consolidating position as established global mechanical cable marker; diversifying and de- risking revenue profile • Listing of shares in NSE and BSE • India’s largest cable marker • New plant at SAL, Bangalore and Pathredi • Acquisition of Shah Concabs – 4W • Acquisi
Slide 26: Suprajit Strengths
Suprajit Strengths Mass manufacturer with competitive cost advantage. High productivity and low overhead costs. Excellent customer rapport. A proprietary class `B’ item, giving a strategic relationship advantage. Best in-class manufacturing system. Excellent R&D system. Best supply chain footprint f
Slide 27: Customer awards and recognitions
Awards and recognitions Customer awards and recognitions Volkswagen – ‘A’ Grade Supplier Award, Quality Performance Award. Honda Motor Cycles and Scooters – Quality and Delivery Achievement Award. General Motors - Supplier Quality Excellence Award (3 years in a row). John Deere – Accelerated Global
Slide 28: One Goal: Customer Satisfaction
250 Million Cables 87 Million Halogen Lamps One Goal Customer Satisfaction A Global Leader in Control Cables and Halogen Lamps 27
Slide 29: Thank You
THANK YOU www.suprajit.com A Global Leader in Control Cables and Halogen Lamps 28