Uno Minda Limited · NSE:UNOMINDA
Uno Minda — Investor Presentation (December 2021)
17 slides from Uno Minda's investor presentation, Dec 10, 2021
Slide 1: Transaction Updates
Transaction Updates December 10, 2021 Transforming The Present, Reimagining The Future
Slide 2: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), has been prepared by Minda Industries Limited (the “Company”), solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form
Slide 3: Content
Content Joint Venture with FRIWO Group FRIWO Group – Overview Transaction Overview Transaction Rationale EV product portfolio Technical License Agreement Temperature Controlled Seats: Dhama Innovations Alloy Wheel Capacity Enhancement 4 Wheeler Alloy Wheels 2 Wheeler Alloy Wheels 3/17
Slide 4: Joint Venture with FRIWO
Joint Venture with FRIWO Forging New Alliances
Slide 5: FRIWO Group – Overview
FRIWO Group – Overview FRIWO was founded in 1971 in Ostbevern, Germany and has been developing and producing digitally controllable power supply units and drive solutions ever since. FRIWOs product portfolio includes smart components for electric drives as well as premium technological chargers, bat
Slide 6: FRIWO Group – Global Footprint
FRIWO Group – Global Footprint 6/17
Slide 7: Joint Venture with FRIWO: Transaction Overview
Joint Venture with FRIWO: Transaction Overview Minda Industries Ltd enters into a JV with FRIWO to combine their manufacturing prowess and technical expertise to manufacture and supply various electric vehicle components for two and three wheelers in Indian Subcontinent. Minda Industries Ltd (“MIL”)
Slide 8: Joint Venture Synergies
Joint Venture Synergies EV Products Products UNO MINDA FRIWO UNO MINDA+ FRIWO Battery Management System (BMS) DC-DC converter Acoustic Vehicle Alert System On Board Chargers Off Board Chargers Smart plug with RCD Cable Body Control Module (BCM) Motor Control
Slide 9: Transaction Rationale
Transaction Rationale Strengthen EV product portfolio: Adding Battery Pack and off Board Chargers. Accelerate time to market : Accelerating the product development for Motor Controller Leverage the proven technology in power supply solutions of FRIWO FRIWO’s existing business from Indian OEMs brough
Slide 10: Uno Minda’s EV Product Portfolio (2W & 3W)
Uno Minda’s EV PRODUCT PORTFOLIO (2W & 3 W) Low Voltage EV Products (48V to 72V) Smart Plug On-Board RCD Cable Charger Body Control Module (BCM) DC-DC Converter Battery Management System Telematics Battery Pack Motor Controller Acoustic Vehicle Alert System Off Board Charger 10/17
Slide 11: Potential EV Kit Value (2W)
POTENTIAL EV KIT VALUE (2W) Values in INR Existing Positive Product Product Product Impact on Additional EV Kit Value which can under Under LED Lamps Products Potential be fitted in Production Development & Sensors EV Potential Kit value increased by Rs 28,000 with additional Products 11/17
Slide 12: Technology Agreements
Technology Agreements Another Step towards Technological Leadership
Slide 13: Technology License Agreement (TLA) – Dhama Innovations
Technology License Agreement (TLA) – Dhama Innovations Dhama Innovations is pioneer in developing Temperature controlled solutions designed to address the problems of thermal stress. Dhama has numerous patents granted globally for its Temperature Controlled Solutions and has built range of products
Slide 14: Capacity Enhancement in Alloy Wheel
Capacity Enhancement in Alloy Wheel Continued Organic Growth…………
Slide 15: Capacity Enhancement – 4W Alloy Wheels (Minda Kosei)
Capacity Enhancement – 4W Alloy Wheels (Minda Kosei) Expansion Project Snapshot The Board approved a capacity enhancement by 30,000 Wheels Particulars Description per month at Gujarat plant. Total capacity will get enhanced to Addition in Capacity 30,000 Wheels per month 120,000 Wheels per month at
Slide 16: Capacity Enhancement – 2W Alloy Wheels (AW2W)
Capacity Enhancement – 2W Alloy Wheels (AW2W) Expansion Project Snapshot The Board approved a capacity enhancement project by 2.0 Mn wheels per annum Particulars Description Addition in Capacity 2.0 Mn Wheels p.a. The ongoing capex at the current plant in Supa is almost Capex to be incurred Rs. 190
Slide 17: Thank You
17 For Further Information, please contact : Company : Investor Relations Advisors : Thank You Corporate Office Minda Industries Ltd. Mr. Ankur Modi Strategic Growth Advisors Pvt. Ltd. Head Treasury and Mr. Jigar Kavaiya Investor Relation Jigar.kavaiya@sgapl.net Address: Village Nawada Fatehpur, amo