Rattanindia Enterprises Limited · NSE:RTNINDIA
Rattanindia Enterprises — Q4 FY21 Earnings Presentation
20 slides from Rattanindia Enterprises's earnings presentation, Jun 18, 2021
Slide 1: Exchange filing cover letter
June 18, 2021 Scrip Code- 534597 RTNINDIA BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, Plot No. C/1, G-Block, Dalal Street Bandra Kurla Complex, Bandra (E), Mumbai-400 001 Mumbai-400051 Sub: Investors Presentation – RattanIndia Enterprises Limited (t
Slide 2: Investor Presentation – Q4 FY 21
Investor Presentation – Q4 FY 21 18 June, 2021 1
Slide 3: Contents
Contents 1 RattanIndia Enterprises Strategy 2 Revolt Overview 2
Slide 4: RattanIndia Strategy
RattanIndia Strategy RattanIndia
Slide 5: Digital ecosystems will be key drivers in India's aspirations to be $5 trillion economy
Digital ecosystems will be key drivers in India’s aspirations to be $5 trillion economy Enablers of India’s digital economy 1.3 760 650 1 billion million million billion People onboarded Smartphone Bank Account Aspiring Indians on Aadhaar stack enabled Internet Holders Users Aadhaar has evolved into
Slide 6: New age sectors with large addressable markets will be new business avenues for REL
New age sectors with large addressable markets and fast growth will be new business avenues for REL Illustrative Digital Information E-Mobility Fintech commerce Technology 2020 5 50 30 190 Market Size (USD Bn) 2025 33 150 120 350 With Revolt - REL has launched a new investment cycle in tech driven t
Slide 7: Revolt Overview
RattanIndia Revolt Overview RattanIndia
Slide 8: India is largest two-wheeler market in the world ripe for transformation
India is largest two-wheeler (2W) market in the world ripe for transformation India Petrol 2W unit sales (in Crores) • India is world’s largest two-wheeler market, 2.12 crore vehicles worth ~ Rs. 1.3 lac crore sold in 2019* 2.12 2.02 1.75 1.74* 1.64 1.51* • India is world’s largest market of bikes w
Slide 9: Compelling Value Proposition driving EV 2W adoption
Compelling Value Proposition driving EV 2W adoption Low Strong Low Running Govt. Ownership Costs Support Cost ✓ GST: 5% for EVs ✓ Large savings on fuel vs. 28% for ICE 2W ✓ Upfront price of bills - Rs. 10 per 100 ✓ FAME II incentive ~ EVs comparable Kms for EVs vs. Rs. Rs. 48,000 per bike with petro
Slide 10: Rapid scale up of EV two wheelers expected in India
Rapid scale up of EV two wheelers expected in India McKinsey’s EV 2W Annual Sales Projections (in Lac units) 50.0 EV 2W market expected to be Rs. 50,000 Cr. by 2025 with annual sales of 50 lac units 23.9 11.4 5.4 1.5 2.6 2020 2021 2022 2023 2024 2025 India is expected to become second largest E2W ma
Slide 11: EV sales have grown rapidly around the world
EV sales have grown rapidly around the world Global EV trends EV 2W unit sales in China EV 4W registrations - Europe EV 2W unit sales - Taiwan (in Lacs) (in ‘000s) (in ‘000s) 1,395 145 99 101% 144% 200% 589 39 345 30 11 4 2018 2019 2020 2018 2019 2020 2015 2017 2019 4.0% 14.1% 35.1% 2.0% 3.5% 7.5% 0
Slide 12: India has adopted new technologies at a much faster rate than major economies
India has adopted new technologies at a much faster rate than major economies India has exhibited…. 362x Fastest growth in number of demat accounts From 1998-2010 160x Fastest growth in mobile subscriptions From 2000-09 70x Fastest growth digital payment transactions From 2014-20 345x Fastest growth
Slide 13: EV 2Ws offer large export market for EV OEMs from India
EV 2Ws offer large export market for EV OEMs from India Sales – Indian 2Ws in FY 2019 (in Mn units) 3.2 • India is the largest 2W exporter globally with ~3.2 Mn 2Ws exported in 2019. • Huge opportunity for EV exports originating out from India 21.2 Exports Domestic Sales E2W leader from India has th
Slide 14: EV market leaders get superior market valuations
EV market leaders get superior market valuations Top automobile companies globally by market Market caps of leading 2W players cap as on June 1 (in $ Bn) (as on 4th June, 2021) in Rs Lac Crores Tesla 601 Space for EV 2.13 > 2 lac. Cr. market leader Toyota 241 Bajaj Auto 1.23 Volkswagen 144 Hero Moto
Slide 15: Revolt – India's most advanced AI enabled next-gen EV bike
Revolt – India’s most advanced AI enabled next-gen EV bike • Vehicle Control Unit with edge processing capabilities at heart of Revolt. On the fly bike customization of motor controller and battery management system • Multiple sensors on the bike communicate with cloud-based AI engine to optimize dr
Slide 16: Revolt is favourably positioned to capture a large market share
Revolt is favourably positioned to capture a large market share Equivalent to 125 CC Equivalent to 150 CC Range: 160 Km Range Range: 150 Km Range Top Speed: 65 Km/hr Top Speed: 85 Km/hr Battery: 2.7 KWH, full charge in 4 hrs Battery: 3.2KWH, full charge in 4 hrs Revolt competes in ~50% of the 2W mar
Slide 17: Revolt – completely focused on bike deliveries
Revolt – completely focused on bike deliveries • Experiencing great demand from customers – since investing in Revolt in April 2021, fresh booking have been opened twice with bikes being sold out within few hours. • Deep focus of the Company to expand production capacities to deliver bikes in shorte
Slide 18: Revolt – focused on future scale up
Revolt – focused on future scale up • New bike model launches in pipeline. • Expanding pan India footprint from current 6 cities to 35 cities. • State of the art contactless online sales system. • Developing in-house cutting-edge battery technology & expanding the IP repository. • Revolt has saved 7
Slide 19: REL's investment in Revolt is in line with ESG investment philosophy
REL’s investment in Revolt is in line with ESG (Environment, Social & Governance) investment philosophy BSE 100 ESG has outperformed the BSE SENSEX index over the years (from 30th April, 2014 to 7th June, 2021) • Global money invested in ESG assets now 220.86 300 exceeds $100 Tn highlighting change
Slide 20: THANK YOU
RattanIndia THANK YOU TI
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