Mahindra & Mahindra Ltd. · NSE:M&M
Mahindra & Mahindra — Shareholder Meeting (August 2020)
25 slides from Mahindra & Mahindra's shareholder meeting presentation, Aug 7, 2020
Slide 1: Chairman's Presentation at the 74th Annual General Meeting
Mahindra & Mahindra Ltd. Mahindra Towers, Dr. G. M. Bhosale Marg, Worli, Mumbai 400 018 India Tel: +91 22 24901441 Fax: +91 22 24975081 REF:NS:SEC: 7th August, 2020 National Stock Exchange of India Limited BSE Limited "Exchange Plaza", 5th Floor, Phiroze Jeejeebhoy Towers, Plot No.C/1, G Block Dalal
Slide 2: Mahindra & Mahindra Annual General Meeting 2020
Mahindra & Mahindra Annual General Meeting 2020
Slide 3: It was the best of times; it was the worst of times
It was the best of times; it was the worst of times… It was the season of light, it was the season of darkness; It was the spring of hope, it was the winter of despair. -Charles Dickens
Slide 4: India Situation: confirmed cases
17 million+ confirmed cases India Situation 1 million+ confirmed cases
Slide 5: Slide 5
Slide 6: Mahindra Rises to Fight Against COVID19
MAHINDRA RISES TO FIGHT AGAINST COVID19 Produced and delivered Produced and delivered Produced and supplied Produced and delivered 600+ 1.2 million Face Masks 400,000+ Face Shields 70,000+ litres of Hand Aerosol boxes to 30+ Sanitizer Hospitals in India Free Emergency Cab Services Prepared a prototy
Slide 7: The Worst of Times
THE BEST OF TIMES... THE WORST OF TIMES oo
Slide 8: M&M Share Price '00 - '02
M&M Share Price '00 - '02 322 120 56 2000 2001 2002
Slide 9: Slide 9
Slide 10: Blue Chip Mantras
Blue Chip Mantras LEADERSHIP INNOVATION GLOBALISATION FINANCIAL RETURNS
Slide 11: Mahindra Group Profits 2002 - 2003
Mahindra Group Profits 2002 - 2003 250 216 200 (Rs. Crores) 150 123 100 50 0 2002 2003
Slide 12: Mahindra Group Profits
Mahindra Group Profits (Rs. Crores) 4129 3175 3060 2891 1855 1638 1717 1404 724 451 216 123 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
Slide 13: Legacy of Value Creation
LEGACY OF VALUE CREATION M&M Closing Share Price 1200 1000 800 INR 600 400 200 0 Year 2002 to 2018 F02-F18 Operating Cash Flow pre Capex (Rs Cr) 2,433 EPS CAGR 34% Avg RoE 22% EPS and RoE on consolidated basis Cash Flow is Average per annum on standalone basis for M&M
Slide 14: Value Creation in Listed Companies
VALUE CREATION IN LISTED COMPANIES Rs. Crore Tech Mahindra MMFSL Swaraj Mahindra Engines Holidays Returns include dividends, sale & market value of the holding on 31st Mar, 2020. Investment include both original cost and subsequent investments
Slide 15: M&M best performing stock among 2002 Nifty constituents
▪From the Nifty constituents of 2002, M&M is the best performing stock with a CAGR of 31%, while MTNL is the only stock to deliver negative returns.
Slide 16: Legacy of Value Creation
LEGACY OF VALUE CREATION M&M Closing Share Price 1200 Aug 2018 1000 800 600 400 200 CAGR: -54% 0 Year 2002 to 2018 2018-20 F02-F18 F18-F20 Operating Cash Flow pre Capex (Rs Cr) 2,433 5,210 EPS CAGR 34% (87%) Avg RoE 22% 12% EPS and RoE on consolidated basis Cash Flow is Average per annum on standalo
Slide 17: Action on Loss-Making Subs
ACTION ON LOSS-MAKING SUBS Tighter Capital Allocation Norms Loss-making businesses/entities to be closely scrutinized & put under 3 categories, viz. A, B and C Category A B C Delayed or unclear Entities with path to profitability Unclear path Logic clear path to but quantifiable to profitability 18%
Slide 18: Harness Value from Potential Billion $ Candidates
HARNESS VALUE FROM POTENTIAL BILLION $ CANDIDATES Powerol Aftermarket Agri Mahindra Mahindra Rural Susten Housing Finance Mobility Mahindra Accelo Mahindra: A gateway to the largest and fastest Classic Mahindra growing themes in India Legends Electric
Slide 19: M&M Share Price
M&M SHARE PRICE 700 606.5 600 567.15 510.7 500 457.05 436.35 SHARE PRICE (RS) 400 366.65 300 284.95 200 100 0 JAN-20 FEB-20 MAR-20 APR-20 MAY-20 JUN-20 JUL-20 Source: in.finance.yahoo.com; Closing price 30st of every month.
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Slide 22: Introducing Own-Online: Mahindra's Contactless Service
OwN-ONLINE INTRODUCING MAHINDRA’S CONTACTLESS SERVICE D E L I Vv E R E D WwW I T H re) U T Cc ro) N T Q Cc T ‘A SAFE AND TRANSPARENT SERVICE FOR YOUR FAVOURITE SUV Own your favourite Mahindra SUV online in 4 easy steps (25; PICK UP AND DROP 9 oioraL nePA oRDEA CUSTOMER LIVE Fskume, ve veo expansion
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Slide 25: Accepting No Limits, Driving Positive Change: Core Values
ACCEPTING NO LIMITS DRIVING GOVERNANCE ALTERNATIVE THINKING POSITIVE CHANGE CORE VALUES
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