KEC International Ltd. · NSE:KEC
KEC International — RPG Group — RPG Annual Investor Conference 2013
30 slides from KEC International's conference presentation, May 21, 2013
Slide 1: Annual Investor Conference 2013
ANNUAL INVESTOR CONFERENCE 2013 21st May 2013, Mumbai
Slide 2: RPG Group
RPG Group $3 bn Global & diversified Indian business group TYRE INFRASTRUCTURE Presence in key sectors of economy SPECIALITY IT 2
Slide 3: Group Vision
Group Vision… We shall be a leading Indian group with a focus on: • Leadership in profitability and revenue growth in our chosen business • Being a customer - centric organization • Being the most exciting workplace Thus creating shareholder value 3
Slide 4: Group - Long Term Strategy
Group - Long Term Strategy Regional dominance in Tyre sector • Auto penetration in semi-urban / rural area offers growth opportunities • India cost advantage can be taken to the world • Looking to grow in South Asia region Global ‘Power EPC’ to ‘Infrastructure EPC’ major • Infrastructure - key to in
Slide 5: RPG Group: Journey so far
RPG Group: Journey so far • Building Scale profitably... – Revenue grew by 20% while PAT grew by 17% CAGR in the last 4 years – Group revenue doubled in last 4 years from Rs 8000cr to Rs 17000cr. – Group operating profit at Rs 1200 cr • Driven by... – Investments... Over Rs 1,100 crs invested in cap
Slide 6: CEAT Trends and Opportunities
CEAT Trends and Opportunities Export play: • Asia becoming the manufacturing hub for Auto & Tyres; India Cost advantage • Leverage global brand and distribution network in over 100 countries Passenger segment play: • Leadership in two-wheeler and UV segment • Strong brand presence; high customer rec
Slide 7: KEC Overview and Strategy
KEC Overview and Strategy Overview: • 1.3 billion dollar enterprise with 55% plus business from international markets • Footprints in 48 countries; 8 manufacturing facilities across India, Brazil and Mexico • Global workforce; 23% non-Indians with diverse nationalities Key strategic drivers: • Maint
Slide 8: ZENSAR IT Sector and Way forward
ZENSAR IT Sector and Way forward IT Sector – Highlights • The $ 100+ Bn industry is projected to grow at 13% for the year as against the Global IT Industry growth of about 6% • Strategic Imperatives for IT Service Providers – End to End Solutions – New trend areas including Cloud, Mobility, Social M
Slide 9: Speciality Business Update
Speciality Business Update RPG Life sciences • Biotech - Turnaround during the year- Growth in product yields & higher sales in India & LATAM markets - 72% growth in top-line and a positive PBT • Formulation Business (Domestic) - Focus brands to drive growth • Business affected by certification issu
Slide 10: People practices as a differentiating strategy
People practices as a differentiating strategy • Core values: Respect and value people; ‘Empowerment’ key to unleash individual potential • Forward looking and quick to adopt cutting edge people practices: – Balanced score card to promote performance oriented culture – 360o feedback for self develop
Slide 11: Profitable Growth in Uncertain Times
PROFITABLE GROWTH IN UNCERTAIN TIMES
Slide 12: Emerging markets driving world growth; Asia tyre manufacturing hub
Emerging markets driving world growth; Asia becoming the manufacturing hub for Tyres Performance of world markets Global & regional tire production and sales, 2010 Sales 2010 Growth rate Mn units Mn Units CAGR, 2002-10 Africa/ 737 Middle East Sales 9.51 Production Asia/ Pacific 7.91 South America 5.
Slide 13: India: Product mix slowly changing toward non-truck segments
India: Product mix is slowly changing with a clear shift towards non-truck segments; however T&B still ~50% of the market Sales growth and split of tyres – All India Historical ` crore, % CAGR 25,110 26,730 28,580 28,615 33,705 36,900 38,520 50 5% Truck Bus 57 56 55 54 55 51 14% 2/3 wheelers 12% 9 1
Slide 14: CEAT Strategic Drivers
CEAT Strategic Drivers Profitable Growth Exports Emerging Passenger markets segment • Competitive • Proven model • Brand recall Advantage in Sri Lanka • Barriers to • CEAT global • Replicate in Entry brand Bangladesh Brand Building Channels Expansion Asset Light Model Proven competitive strategies 1
Slide 15: A Billion Dollar Global Infrastructure EPC Major
A BILLION DOLLAR GLOBAL INFRASTRUCTURE EPC MAJOR
Slide 16: KEC – An Indian multinational infrastructure EPC major
KEC – An Indian multinational infrastructure EPC major EPC Major Business Portfolio Multi-Locational Manufacturing 1.3 billion dollar enterprise Global leader in Power Doubled sales in last 4 years Transmission EPC 8 Manufacturing facilities 50%+ revenue from outside India Growing presence in across
Slide 17: Growth Enablers - Infrastructure sector
Growth Enablers - Infrastructure sector Ability of citizens to pay Growing middle class population Focus on better quality of life Growth Enablers - Infrastructure Sector Government Policies Funding availability Land acquisition and Right of Way Multilateral agencies funding (JICA, AfDB, EBR
Slide 18: Growth Enablers - KEC
Growth Enablers - KEC Strong Industry Fundamentals Power, Telecom, Railways and Water: Basic infrastructure needs for economic development of all the developing & underdeveloped countries Each of our business has large global potential Growth Enablers - KEC Strong Balance Sheet Diversified Prese
Slide 19: KEC – Strategy
KEC – Strategy Product Expansion Entered in Power Systems, Railways, Cables, Telecom and Water; contributes 30% of sales Established new facility for EHV cables at Vadodara Exploring opportunities in Solar and Wind EPC Monopoles business in US; Increasing capacity at Mexico Hardware produc
Slide 20: To sum up..
To sum up.. KEC has all the key enablers and strategies in place, To capture the growth opportunities In a Multi – Billion Infrastructure Sector 20
Slide 21: Strong Focus on Outcome Led Propositions
STRONG FOCUS ON OUTCOME LED PROPOSITIONS
Slide 22: ZENSAR at a glance
ZENSAR at a glance 22% CAGR for Revenue and PAT in the last 5 years 2115* crores FY13 Revenues 175* crores FY13 PAT 6500+ Employees 290+ Active Customers 20+ Global Locations #13 in NASSCOM Top Indian IT Providers * In INR 2 Case Studies by HBS** on ZENSAR ** Harvard Business School 22
Slide 23: Aligning with customer needs
Aligning with customer needs INFORMATION INNOVATIVE COMPLIANT CUSTOMER EXPANSIVE CENTRIC DRIVEN LEAN AGILITY WILL SET THE LEADERS APART Supply Chain Efficiency M&A Efficiency MANUFACTURING Shop Floor Efficiency Business Impact Sourcing Shop floor to Top floor decision advantage Source To
Slide 24: More bang for the buck in traditional services
While giving more “bang for the buck” in traditional services QUANTIFIED SAVINGS –Over 3 years Commitment to the Customer 30% IMMUNITY to Technology OBSOLESCENCE Savings SINGLE POINT SLA MANAGE ASSESSMENT MANAGE & TRANSFORM CONTINUOUS TRANSITION OPTIMIZE Transformed & PLANNING OPERATE & TAKE OVER Im
Slide 25: ZENSAR - Growth Enablers
ZENSAR - Growth Enablers • IT-IM-BPM Integrated Solutions • Attain ‘Partner of Choice’ status in chosen Vertical/Solutions/ Technologies – Number 1 Mid-Tier Strategic IT Partner – Top 3 Oracle ecosystem partner for Manufacturing Company – Number 1 Mid Tier Partner for Analytics and Big Data (MRD) –
Slide 26: ZENSAR - Solution Portfolio
ZENSAR - Solution Portfolıo Process and Business Consulting Solutions CONSULTING MANUFACTURING Focus on domain capabilities and BANKING AND outcome led models for business HEALTHCARE INSURANCE FINANCIAL SERVICES RETAIL Strong presence across services INFRASTRUCTURE BUSINESS PROCESS APPLICATION Acq
Slide 27: RPG Life Sciences Limited
: RPG LIFE SCIENCES LIMITED RPG LIFE SCIENCES LIMITED CORPG
Slide 28: RPG Life Sciences - Update & Way forward
RPG LIFE SCIENCES - Update & Way forward Overview: • RPGLS- An integrated Pharmaceutical Company : Presence in API (Synthetic & Biotech) and Formulations (Branded Generics – India & RoW markets, Generics- Regulated Markets) Performance highlights: • API – Received EU GMP certification for Synthetic
Slide 29: ORPG
» ORPG 29
Slide 30: CORPG
» 000006 000 CORPG