Escorts Kubota Limited · NSE:ESCORTS

Escorts Kubota — Escorts — Merger or Acquisition (March 2020)

13 slides from Escorts Kubota's merger presentation, Mar 20, 2020

  1. Slide 1: Regulation 30 cover letter to stock exchanges

    c ESCORTS March 20, 2020 BSE Limited National Stock Exchange of Delhi Stock Exchange Phiroze Jeejeebhoy Towers, India Limited Limited Dalal Street, Exchange Plaza, DSE House, 3/1, Mumbai - 400 051 Bandra Kurla Complex, Asaf Ali Road, Bandra East, New Delhi -110 002 Mumbai-400 051 BSE-500495 NSE - ES

  2. Slide 2: Deepening existing relationship through Strategic Investment

    Deepening existing relationship through Strategic Investment Investor Update 20 March 2020 1

  3. Slide 3: Key Transaction Highlights

    Key Transaction Highlights Escorts Ltd (Escorts) & Kubota Corporation (Kubota) further deepen their existing relationship through a Strategic Investment by Kubota in Escorts Primary Infusion • Kubota will invest in Escorts through a Preferential Issue of 12,257,688 equity shares (subject to receipt

  4. Slide 4: 3

    3

  5. Slide 5: Escorts-Kubota: Mutually Beneficial Partnership

    Escorts-Kubota: Mutually Beneficial Partnership Key Benefits to Escorts Ltd. Key Benefits to Kubota  Leveraging R&D strengths of Kubota to offer cutting-edge products to domestic & export markets  Direct Entry to High Growth Indian Market  Enhancing production systems excellence  Assured supply

  6. Slide 6: Escorts-Kubota Partnership – A win-win Collaboration

    Escorts-Kubota Partnership – A win-win Collaboration A win-win Collaboration to achieve Global Aspirations! Integrate product technology, production systems excellence, sales & distribution strengths alongside component  sourcing and advanced supply chain  Create differentiated product lines throu

  7. Slide 7: Value Enhancing Partnership across Key Stakeholders

    Value Enhancing Partnership across Key Stakeholders Emerging Shareholding Pattern of Escorts Ltd. – No Change in Share A win-win proposition for Key Stakeholders Capital base Shareholding % • Positive Impact Category Comments Dealer • Would be beneficial to them Post Preferential Post Treasury Partn

  8. Slide 8: Acquisition of 40% stake by Escorts Ltd. in KAI

    Acquisition of 40% stake by Escorts Ltd. in KAI KUBOTA AGRICULTURAL Acquire 40% stake MACHINERY INDIA PVT. LTD (KAI) • Escorts Ltd. to acquire 40% stake in KAI from Kubota for a consideration of Rs. 900 million in an all cash deal Key Highlights • KAI is the marketing and sales venture of Kubota in

  9. Slide 9: Manufacturing JV with Kubota - EKI to Continue as Planned

    Manufacturing JV with Kubota - EKI to Continue as Planned Farmtrac (FT) & Powertrac(PT) Brown Field JV in Faridabad, Haryana Sales through Escorts Channel 60% Will do Contract Manufacturing for Customer Customer and Product Combined Initial Total Investment of INR (₹.) Sales through 300 Crores Kubot

  10. Slide 10: Resulting Relevant Structure

    Resulting Relevant Structure Promoter & Promoter Group DIIs/FPIs/ Kubota Corp (Public) (Including Trust*) Public Others 30.25% 10.0% 59.75% 40% 40% Sales and Manufacturing Marketing JV JV Kubota Agricultural Escorts Kubota India Pvt. Ltd Machinery India Pvt. Ltd (KAI) (“EKI”) 60% 60% * Escorts Benef

  11. Slide 11: Speaking on occasion

    Speaking on occasion Nikhil Nanda, Chairman and Managing Director, Escorts Ltd., said, “At Escorts, we believe in strategic global partnership with an objective to address global farm mechanization needs. We are pleased to partner with Kubota to offer farmers with innovative solutions and thereby ma

  12. Slide 12: About the Companies

    About the Companies About Kubota Corporation About Escorts Limited • Established in 1890 • Established in 1944 • Kubota Corporation (株式会社クボタ Kabushiki- • Escorts Limited is among India's leading engineering kaisha Kubota) is a global manufacturing company, conglomerates, operating in the high-growth

  13. Slide 13: Safe Harbor

    Safe Harbor Certain statements in this document include forward-looking comments and information concerning the company’s plans and projections for the future, including estimates and assumptions with respect to economic, political, technological, weather, market acceptance and other factors that im

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