Amber Enterprises India Ltd. · NSE:AMBER

Amber Enterprises India — Investor Presentation (December 2020)

14 slides from Amber Enterprises India's investor presentation, December 2020

  1. Slide 1: Introduction to Amber

    Introduction to Amber December 2020 Amber Enterprises India Limited 1

  2. Slide 2: Safe Harbor

    Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Amber Enterprises India Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for a

  3. Slide 3: Amber At A Glance

    Amber At AGlance Overview Key numbers Leading One-Stop solution provider for India’s HVAC Industry 23.6% Share in Total RAC market1 One of the most backward integrated manufacturer of ACs for static and mobility 51.0% Share in Railways2 applications 15 Manufacturing Plants across 6 states3 Leading s

  4. Slide 4: Key Milestones in Our Journey

    Key Milestones in OurJourney Incorporated in Started Noida Dehradun Unit Acquisition of Acquisition of Acquisition of Jalandhar, Punjab Ecotech Unit 6 established PICL ILJIN Sidwal Exit to Green Started Dehradun Dehradun Unit Jhajjhar Unit India Venture IPO Unit 4 for LG 5 established established Fu

  5. Slide 5: One-Stop HVAC Solution Provider for Static and Mobility Applications

    One-Stop HVAC Solution Provider for Static and Mobility Applications… Static Applications Mobility Applications Residential Systems Railways & Metro Systems Light Commercial Cassette Bus Air Conditioners Light Commercial Ducted & Mini Splits Défense Applications Leadership through Innovation 5

  6. Slide 6: A Leading Manufacturer and Supplier of Critical Components

    …and a Leading Manufacturer and Supplier of Critical Components Heat Exchangers PCBA (Home Appliances) Annual Capacity : 7 millioncoils Annual Capacity: 10.5 millionPCBA Customer Base Customer Base  LG, Daikin, Panasonic andcaptive  LG, IFB, Panasonic, Hitachi, Bluestar,Voltas, usage Carrier Midea

  7. Slide 7: Strategically Located Manufacturing Facilities

    Strategically Located ManufacturingFacilities Dehradun (Plant 2,3 & 4) Rajpura (Plant 1) Gr. Noida (Plant 5 & 6)  RAC (IDU, ODU &WAC), Heat  R&D Lab, Tool room & sheet  Sheet metal parts for AC, Exchangers, System tubing, metal parts refrigerator, microwave, Plastic molding & Sheet metal parts wa

  8. Slide 8: Successfully Integrated Acquired Companies

    Successfully Integrated AcquiredCompanies  Largest induction motor manufacturer for  Iljin & Ever are market leader in PCB  Wide product offering in mobility applications HVAC industry in India manufacturing and Assembly  1st company to provide indigenisedsolutions  200+ Models and servingmarqu

  9. Slide 9: Diversifying Revenue Across Segments

    Diversifying Revenue AcrossSegments 6% 28% 37% 33% FY18 FY19 FY20 63% 61% 72% RAC Components MobilityApplications RAC Revenue Components Revenue INR mn INR mn 13,115 24,253 10,112 17,408 15,404 5,877 FY18 FY19 FY20 FY18 FY19 FY20 Note: Financials based on consolidated figures Leadership through Inno

  10. Slide 10: Amber leads the Outsourcing ODM/OEM

    Amber leads the Outsourcing ODM/OEM Outsourcing is expected to grow – 19% CAGR Mkt Growth +13.8% CAGR 24.0 OEM/ODM SALES - Mil no.s 20.9 6.1 18.2 4.8 15.8 13.8 3.8 12.9 11.3 3 9.8 2.5 2.3 8.6 2.1 7.5 1.6 1.8 7.0 1 1.2 FY 15 FY 16 FY 17 FY 18 FY 19 FY 20 FY 21 FY 22 FY 23 FY 24 FY 25 2019 2020 2021 2

  11. Slide 11: Strong Sector Tailwinds

    Strong SectorTailwinds AC is one of the 12 champion sectors Import substitution of INR 102 bn of identified by GOI to make India a global RAC and its components presents a manufacturing hub significant opportunity “China plus one” strategy adopted by Global manufacturers to diversify Significant exp

  12. Slide 12: PLI Scheme will help Exports from India

    PLI Scheme will help Exports from India Exports Benefits due to PLI 2019 2029 • Current Disability is 9%-10% 169K Cr.2 • Investments will come into component Indian 90K Cr.2 16% FG exports sector: Indian FG exports <0.5% - Current Value add = 25% only 84% Others Others (China, 99.5% Thailand >70%) -

  13. Slide 13: Thank You

    Thank You

  14. Slide 14: Contact Us

    Contact Us Company : Investor Relations Advisors : CIN: L28910PB1990PLC010265 CIN: U74140MH2010PTC204285 Mr. Sudhir Goyal Mr. Rahul Agarwal / Ms. Ami Parekh sudhirgoyal@ambergroupindia.com rahul.agarwal@sgapl.net / ami.parekh@sgapl.net +91 98214 38864 / +91 80824 66052 www.ambergroupindia.com www.sg

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