Ashok Leyland Limited · NSE:ASHOKLEY
Ashok Leyland — Investor Presentation (September 2020)
57 slides from Ashok Leyland's investor presentation, September 2020
Slide 1: Ashok Leyland - Aapki Jeet. Hamari Jeet.
Slide 2: Founded in 1948 as Ashok Motors and became Ashok Leyland in 1955
Founded in 1948 as Ashok Motors and became Ashok Leyland in 1955
Slide 3: Principal stakeholder since 1987
Principal stakeholder since 1987 Automotive Oil and specialty Banking Information Cyber chemicals and finance Power technology security Real Project Media Healthcare Trading estate development BUSINESS VERTICALS
Slide 4: Investments in Europe since 1970s, widespread interests in India
Investments in Europe since 1970s, with widespread interests in India Active in over 100 countries, 5 continents 150,000 + employees
Slide 5: Hinduja Group Guiding Principles
Hinduja Group Guiding Principles My Dharma is to work so I can give Shri. Parmanand Deepchand Hinduja Founder, Hinduja Group. 1900-1971 Work to Give Word is a Bond Act Local. Think Global. Partnership for Growth Advance Fearlessly
Slide 6: Moving people and goods for over seven decades
Moving people and goods for over seven decades
Slide 7: World's largest supplier of defence logistics vehicles
World’s largest supplier of 14th largest manufacturer defence logistics vehicles. of trucks globally. 3rd largest manufacturer of buses in the World.
Slide 8: Our Vision
OUR VISION a Tobea Top 10 Global CV Player creating reliable and differentiated products and solutions, while delivering outstanding stakeholder value
Slide 9: Brand Positioning
Brand Positioning Ashok Leyland is an International Mobility Company that designs, builds and markets commercial vehicles and after market solutions, combining a passion for engineering with integrity in its products and practices. It is driven by the belief that its greatest success lies in the suc
Slide 10: Mission
Mission Enriching lives through mobility • Empowering our people through a culture of joy, appreciation and mutual respect • Increasing the profitability of our partners • Instilling pride in the communities we serve
Slide 11: Values
Passion Partnership for Growth Values Uncompromising Integrity Thoughtful Innovation
Slide 12: Our proposition is delivered through our operating principles
Our proposition is delivered through our operating principles Performance Speed Innovation Customer-focus Quality
Slide 13: Revenue of $2.3 Billion
REVENUE OF $2.3 BILLION Listed in Bombay Stock Exchange, National Stock Exchange and London Stock Exchange
Slide 14: A History of Industry Firsts
A HISTORY OF INDUSTRY FIRSTS Rear engine bus me : Front door, 13 tonne Pit CNG bus front engine bus Single step bus
Slide 15: A History of Industry Firsts
A HISTORY OF INDUSTRY FIRSTS 37 Tonne Euro 6 Compliant Electric Bus Roll Over Compliant Haulage Truck Truck School Bus AVTR - Modular iGen6 Launch Battery Swap Technology iEGR Launch Truck Platform in the EV Segment
Slide 16: First truck and bus company outside Japan to win the Deming prize
First truck and bus company outside of Japan to win the Deming prize for Pantnagar and Hosur II units
Slide 17: Installed worldwide capacity of 1,70,000 vehicles annually
Installed worldwide capacity of 1,70,000 vehicles annually
Slide 18: Manufacturing facilities in India
Manufacturing facilities in India
Slide 19: International Facilities
International Facilities Bangladesh Plant Ras Al Khaimah (UAE) Plant
Slide 20: 5 targeted International clusters
5 targeted International clusters
Slide 21: In our 5th phase of evolution
IN OUR 5TH PHASE OF EVOLUTION FIRST PHASE SECOND PHASE THIRD PHASE FOURTH PHASE FIFTH PHASE 1967 - 1986 1987 - 2005 2006 - 2013 2014 – 2018 2019 onwards Ownership and technology Hinduja Group + Iveco acquired • Exit Iveco • New Engine and Cab range • Global Future-ready support by British Leyland As
Slide 22: Our future ready truck & bus platforms
OUR FUTURE READY TRUCK & BUS PLATFORMS
Slide 23: Portfolio of future ready truck platforms 2.55T to 55T GVW
Portfolio of future ready truck platforms 2.55T to 55T GVW DOST DOST PLUS PARTNER BOSS AVTR • Launched Sep’20 • Launched Jan’14 • Launched Sep’13 • Launched June’20 • Launched Sep’11 • 2.99T to 3.49T GVW • 6.2T to 7.49T • 11T to 14T GVW • 18.5T to 55T GVW • 2.5T to 2.8T GVW GVW
Slide 24: India's first modular truck platform
© ASHOK LEYLAND INDIA'S FIRST MODULAR TRUCK PLATFORM
Slide 25: Bus platforms: 19 to 80 seater
Bus platforms: 19 to 80 seater MiTR SUNSHINE OYSTER CNG • Since Jan 2014 • Since July 2016 • Since July 2019 • 36 to 58 seater • 19 to 32 seater • 31 to 49 seater • 28 to 70 seater • Special arrangements for • Modern, safe and comfortable • Frontal protection, rollover • Rollover compliant and new d
Slide 26: Electric vehicles: Developing a robust product portfolio
Electric vehicles: Developing a robust product portfolio 19 to 32 seater Battery: Swap and Fast charging FDSS and rollover compliant
Slide 27: Ashok Leyland EV buses
Ashok Leyland EV buses • Circuit ‘S’ and ‘F’ buses on Ahmedabad roads: More than 1 Million e-Kms clocked successfully • Chennai MTC: Completed more than 1 Lakh Kms of e-bus trials MTC Chennai circuit “F”- 9M Fast charging depot • FAME-2: Concluded order for deploying e-buses in Patna. Execution in p
Slide 28: Light commercial vehicles range
LIGHT COMMERCIAL VEHICLES RANGE Taking goods to the last mile 2.5T to 7.49T GVW
Slide 29: LCV Bada Dost
LCV BADA DOST Next Generation, future ready, Light commercial vehicle Home grown in India for the world Ready for the Global Market with both Left- hand and Right-hand drive configurations
Slide 30: Complete range of defence vehicle platforms
OUR FUTURE READY COMPLETE RANGE OF DEFENCE VEHICLE PLATFORMS
Slide 31: Logistics | High Mobility
LOGISTICS | HIGH MOBILITY
Slide 32: Armoured Vehicles | Light Tactical Vehicles
ARMOURED LIGHT TACTICAL VEHICLES VEHICLES
Slide 33: Engines: From 45HP to 450HP
Engines: From 45HP to 450HP P15: H series: • 1.5 litres ZD30: • 45- 80 HP • 3.8 and 5.8 litres A series: • 120- 250 HP • 105-190 Nm • 3 litres • 320- 900 Nm • 5.3 and 8 litres • Euro 3 to 6 • 118-140 HP • Euro 3 to 6 • 190- 450 HP • CNG option • 320- 360 Nm • CNG option • 800- 1600 Nm • Euro 3 to 6
Slide 34: Our manufacturing, testing & R&D capabilities
OUR MANUFACTURING, TESTING & RD CAPABILITIES
Slide 35: Growth in manufacturing capability
Growth in manufacturing capability Modern Integrated plant of 50,000 units capacity Pantnagar Plant
Slide 36: VVC R&D Centre
STRaer; "S608 Tasnae
Slide 37: Substantial investments in design capabilities (R&D)
Substantial investments in design capabilities (R&D) Advanced 850 simulation strong capabilities R&D Team State-of-the-art Advanced modeling and testing CAE facilities facilities
Slide 38: Fully equipped, state-of-the-art technology centres
Fully equipped, state-of-the-art technology centres • Centres in India and UK • Capable of styling, design, proto-build and testing • State-of-the-art equipment: 6-poster chassis dynamometer, complete test track with torture track, engine testing facilities
Slide 39: State-of-the-art physical testing facilities
State-of-the-art physical testing facilities Transient cycle engine Dyno Fully automatic Dyno controllers Hydraulic/ Eddy Current Articulation test tracks High speed tracks 6 post chassis dynamometer
Slide 40: Our partner support approach
OUR PARTNER SUPPORT APPROACH
Slide 41: Standardised processes and innovative formats for network scale-up
Standardised processes and Innovative formats for network scale-up Dealer facility Low cost guide showroom Dealership Containerized workshops
Slide 42: Contemporary, branded outlets innovative and efficient formats
Contemporary, branded outlets innovative and efficient formats
Slide 43: Expanded Domestic Network
Expanded Domestic Network (7 X Growth in touchpoints) 3S Dealer 3S Dealer ALASC ALASC 3S Dealer SASSY SASSY ALASC WOW WOW MMG MMG 2010 2015 2020 Where Customers Where Customers Wherever Customers Buy Operate Are *ALASC – AL authorised service centre ; SASSY –Service at site to satisfy you ; WOW – Wo
Slide 44: Expanded international network
Expanded international network Dubai Ivory Coast Nepal Kenya
Slide 45: Proven ability to support customers
Proven ability to support customers, and helping them establish their business model Complete operation and maintenance of buses for several clusters of Delhi Transport Corporation and Delhi Inter Modal Transport Service GCC : Africa : • Emirates Transport, UAE- 230 buses, 2019 • Ministry of Interio
Slide 46: Backed by state-of-the-art technology
Backed by state-of the-art technology
Slide 47: Our Processes
OUR PROCESSES
Slide 48: Processes across the value chain
Processes across the value chain Design and Sales and development Manufacturing marketing New product Portfolio of shop-floor An end to end sales and development process, initiatives for continuous marketing process, benchmarked against workplace improvement leveraging cutting edge global best-pract
Slide 49: Our next wave of growth
OUR NEXT WAVE OF GROWTH
Slide 50: Ready for the next wave of growth
Ready for the next wave of growth • Portfolio of businesses with less cyclicality • Footprint in five targeted international clusters • Range of contemporary products (2.5T-55T GVW, 19-80 seats) • Globally benchmarked business processes • World-class manufacturing facilities, for 170000 vehicles per
Slide 51: Customer Solutions Business
Customer Solutions Business Bada Marketplace
Slide 52: Customer Solutions Business
Customer Solutions Business Digital offerings to cover lifetime needs of product and enhance customer experience and profitability eN-Dhan is a fuel loyalty program aimed at reducing the fuel spends of the customer and facilitates cashless transactions and better handling of operations of the fleet.
Slide 53: Innovative HR practices
Innovative HR practices • Physical, Emotional and Social Welfare initiatives and Gender Diversity focus
Slide 54: Giving back to society (CSR)
Giving back to society(CSR) The Road to School is an educational initiative that addresses some of the critical issues related to primary and upper primary education. The vision of the Road to School Program is to “Provide holistic development opportunities focused on quality and inclusion leading t
Slide 55: Ashok Leyland Ventilators
Ashok Leyland Ventilators COVID-19 has created unprecedented stress on the medical system. To support the frontline medical workers at the time of crisis we developed a ventilator with a compact, light weight design making it easier to handle. This product has been tested extensively and is a reliab
Slide 56: Aapki Jeet Hamari Jeet
People, Planet and Profit for all stakeholders especially our customers is at the core of Ashok Leyland which resonates with our Philosophy of AAPKI JEET HAMARI JEET
Slide 57: Thank You
THANK YOU
Ashok Leyland — Investor Presentation (September 2020) on 6ix