Zf Commercial Vehicle Control Systems India Limited · NSE:ZFCVINDIA
Zf Commercial Vehicle Control Systems India — WABCO India — Investor Day (August 2019)
29 slides from Zf Commercial Vehicle Control Systems India's investor day presentation, Aug 2, 2019
Slide 1: WABCO India Limited - Investor Day 2019
WABCO INDIA LIMITED -INVESTOR DAY 2019 MUMBAI P. Kaniappan MANAGING DIRECTOR Aug 2, 2019 1 WABCO Confidential and Proprietary
Slide 2: Your WABCO Hosts
YOUR WABCO HOSTS M Lakshminarayan P. Kaniappan Chairman-WABCO India Managing Director- WABCO India Sean Deason Chief Financial Officer - WABCO Holdings Inc. R.S. Raja Gopal Sastry Chief Financial Officer- WABCO India 2 2 WABCO Confidential and Proprietary
Slide 3: Safe Harbor Statement
SAFE HARBOR STATEMENT Statements in this document describing the Company's objectives, projections, estimates and expectations may be "forward looking statements" within the meaning of applicable securities laws and regulations. Actual results could differ materially from those expressed or implied
Slide 4: The CV Industry's Technology Innovator
THE CV INDUSTRY’S TECHNOLOGY INNOVATOR Facts and figures 2018 SALES BY CUSTOMER TYPE 6% 5% $3.8B 16,000 2,800 27 3,100 10% 56% OE Truck and Bus Annual Employees Engineers Factories Service Aftermarket revenues in 40 worldwide Partners countries OE Trailer OE Off-highway 23% OE Car No.1 No.1 No.1 15
Slide 5: A Rich Portfolio of Technologies
A RICH PORTFOLIO OF TECHNOLOGIES Air Management Systems Suspension Control Car Products Digital Services Air Processing Compressors EBS & ESC Air Brake Valves ABS Braking = Control Wheel End Solutions Electronic Controls & Transmission Automation Steering Control Monitoring Systems 5 WABCO Confident
Slide 6: Our Value Creation Proposition
OUR VALUE CREATION PROPOSITION EFFICIENCY CONNECTIVITY • Fuel efficiency SAFETY • Advanced systems integration • Aerodynamics OEMs • Emissions reduction • Braking systems • Fleet Management Systems • Active steering • Remote diagnostics • Weight reduction GLOBAL CAPABILITIES • Stability control • V2
Slide 7: Anticipating the Evolution of Our Industry
ANTICIPATING THE EVOLUTION OF OUR INDUSTRY Mega Trends Population Growth, Urbanization & Regulatory Increasingly Exponential Smart Push for Greener Complex Growth of New infrastructure Environment Customer Needs Technologies Commercial Segmentation Transportation of Commercial Vehicles Requirements
Slide 8: Establishing an Ecosystem for Autonomous Driving
ESTABLISHING AN ECOSYSTEM FOR AUTONOMOUS DRIVING Open platform for Flexible platform for Demonstration and rapid commercialization of prototyping of L4 automation L4/L5 automation accessible to Commercialize Highway customers Hub to Hub L4 Application ADOPT™ Sensors Actuation Systems Reactive Contro
Slide 9: Driving Vehicle Efficiency & Sustainability
DRIVING VEHICLE EFFICIENCY & SUSTAINABILITY Fuel Efficiency Energy Vehicle Electrification Recuperation Clutch Electronically Automated EBS Brake Air Processing Compressor Controlled Air Manual Control Unit Hybrid EBS Suspension Transmission Electrically Driven Compressor or compressed air replaceme
Slide 10: A Strategy Anchored Around the Fleets
A STRATEGY ANCHORED AROUND THE FLEETS A unique offering of services and digital solutions in a connected ecosystem Our Global service Response Telematics & IoT organization suite Proximity Visibility Professional Fleet management training & consulting SaaS Know-how Compliance Maintenance Uptime Prod
Slide 11: Mobilizing Vehicle Intelligence for Fleets
MOBILIZING VEHICLE INTELLIGENCE FOR FLEETS TX-FUEL COMPASS Fuel Management FMS PORTFOLIO EXPANDING CUSTOMER BASE EXPANSION Big Data Applications TRAXEETM LATEST OEM CUSTOMERS Small/ mid-size fleet management TX-DIAGNOSTIX Remote diagnostics E B S GLOBAL EXPANSION TX-TRAILERPULSE Trailer tracking & E
Slide 12: Agreement – ZF & WABCO Holdings Inc., US
AGREEMENT – ZF & WABCO HOLDINGS INC., US WABCO Holdings Inc. US. - Based in Friedrichshafen, Germany 28th March 19 WABCO Holdings Inc., US, - definitive - Owned by 2 foundations. merger agreement with ZF Friedrichshafen - Global workforce of over 148,000 ZF to acquire - all outstanding shares for $
Slide 13: WABCO India
WABCO INDIA 13 WABCO Confidential and Proprietary
Slide 14: WABCO India: Future Ready on New Pillars of Differentiation
WABCO INDIA : FUTURE READY ON NEW PILLARS OF DIFFERENTIATION Delivering strong business performance driven by continuous improvement and total employee involvement Center of excellence for frugal innovation, digitalization, global software development and smart manufacturing Strategic initiatives in
Slide 15: WABCO India: Future Ready on New Pillars of Differentiation
WABCO INDIA : FUTURE READY ON NEW PILLARS OF DIFFERENTIATION Delivering strong business performance driven by continuous improvement and total employee involvement Center of excellence for frugal innovation, digitalization, global software development and smart manufacturing Strategic initiatives in
Slide 16: A Leading Supplier of Technologies and Services to the Indian CV Industry
A LEADING SUPPLIER OF TECHNOLOGIES AND SERVICES TO THE INDIAN CV INDUSTRY Indian Commercial Market leader for five decades Vehicle Industry $ 402 Million Sales in 2018-19 Over 4700 employees (~500 engineers) Across all sites & offices Aligned with customer’s 5 manufacturing locations manufacturing f
Slide 17: WABCO India Business Performance
WABCO INDIA BUSINESS PERFORMANCE OVERALL SALES IN $M OPERATING RESULT IN $M AND OPERATING MARGIN IN % 16% 391 315 17% 117 17% 274 220 102 80 18% 14% 169 72 47 63 59 274 54 194 213 148 30 110 30 2014 2015 2016 2017 2018 2014 2015 2016 2017 2018 Customer Exports CONTRIBUTION INCOME IN $M AND MARKET OU
Slide 18: WABCO India: Future Ready on New Pillars of Differentiation
WABCO INDIA : FUTURE READY ON NEW PILLARS OF DIFFERENTIATION Delivering strong business performance driven by continuous improvement and total employee involvement Center of excellence for frugal innovation, digitalization, global software development and smart manufacturing Strategic initiatives in
Slide 19: Driving New Differentiation - Next Step in the Journey of Excellence
DRIVING NEW DIFFERENTIATION- NEXT STEP IN THE JOURNEY OF EXCELLENCE GLOBAL SOFTWARE FRUGAL INNOVATION DIGITALIZATION SMART MANUFACTURING DEVELOPMENT • Products redesign through • Digital solutions partner • Strong talent pool of • Developed own roadmap VA/ VE analysis for OEMs (Volvo Eicher, about 3
Slide 20: WABCO India: Future Ready on New Pillars of Differentiation
WABCO INDIA : FUTURE READY ON NEW PILLARS OF DIFFERENTIATION Delivering strong business performance driven by PACE leadership, continuous improvement and total employee involvement Center of excellence for frugal innovation, digitalization, global software development and smart manufacturing Strateg
Slide 21: WABCO India Strategy to Drive Topline Growth
WABCO INDIA STRATEGY TO DRIVE TOPLINE GROWTH Expand Drive Growth Increase Drive growth of Position Product of FLEET Penetration of Smart Digital WABCO as Portfolio SOLUTIONS Advanced Solutions leading Technologies Horizontally Business partner for Door System FMS Autonomous AMT Smart Suspension ITS
Slide 22: India Regulation – Status and Forecast (July 2019)
INDIA REGULATION – STATUS AND FORECAST (JULY 2019) *** having impact on 2019 Regulation drives installation of products enhancing Efficiency, Safety and Connectivity Red = in discussion Type Status 2016 2017 2018 2019 2020 2021 2022 2023 (February 2019) BS IV (Nation wide) Axle load increase *** BS
Slide 23: Expanding Product Portfolio Beyond WABCO Products
EXPANDING PRODUCT PORTFOLIO BEYOND WABCO PRODUCTS Harness supply Door assembly Air suspension • Leverage “System Supplier” status at various Indian OEMs and supply adjacent products Vacuum brake valve + Tandem master cylinder • Leverage Frugal Engineering and Design-to-Cost capabilities Automatic Sl
Slide 24: Exports of Goods and Services
EXPORTS OF GOODS AND SERVICES Split of sales of goods by country 2018-19 As per audited financials 24 24 WABCO Confidential and Proprietary
Slide 25: Awards and Accomplishments
AWARDS AND ACCOMPLISHMENTS WINC – THAMARAI QCC - WINM- GOLD AWARD- RUDRA QCC & RAINBOW QCC - GOLD AWARD Mr. JOTHIMANI & AZHAGU WON GOLD AWARD IN RAIPUR ON -IN ICQC –Nov 2018, RAJAN (FREEDOM BIRDS QCC 8TH & 9TH SEP 2018 SINGAPORE .` TEAM-CRANK CASE LINE) ON 18TH AUG 2018 25 WABCO Confidential and Pro
Slide 26: Awards and Accomplishments
AWARDS AND ACCOMPLISHMENTS WINC -CII Scale award for logistics WINC-First Prize in Quality WINJ RUDRA TEAM WON PAR excellence –Nov 2018 category in ACMA (SR) EXCELLENCE AWARD IN QCFI KAIZEN award –Dec 2018 NATIONAL QCC COMPETITION –DEC-2018 AT GWALIOR,MP 26 WABCO Confidential and Proprietary
Slide 27: Awards and Accomplishments
AWARDS AND ACCOMPLISHMENTS WINJ – TEAM WON 1st PRIZE WINC – WIN STAR TEAM WON WINC – TEAM WON SILVER AWARD IN IN CII EASTERN REGIONAL PLATINUM AWARD IN ABK AOTS IN CII DIGITALIZATION,ROBOTICS QCC COMPETITION ON 27TH DOSAKAI QCC COMPETITION ON & AUTOMATION COMPETITION ON FEB 2019 10TH MARCH 2019 15 t
Slide 28: Discussions
DISCUSSIONS 28 28 WABCO Confidential and Proprietary
Slide 29: Thank You
THANK YOU 29 WABCO Confidential and Proprietary