Greaves Cotton Limited · NSE:GREAVESCOT
Greaves Cotton — Investor Presentation (March 2023)
16 slides from Greaves Cotton's investor presentation, Mar 13, 2023
Slide 1: Investor Presentation cover letter to stock exchanges
GREAVES SINCE 1859 13th March, 2023 The Manager - Listing The Manager - Listing BSE Limited National Stock Exchange of India Limited BSE Code - 501455 NSE Code - GREAVESCOT Dear Sir/Madam, Sub: Investor Presentation In furtherance to our letter dated 13th March, 2023 i.e., today and pursuant to Regu
Slide 2: Building the Complete Mobility Ecosystem in India
BUILDING THE COMPLETE MOBILITY ECOSYSTEM IN INDIA Ranipet Plant Visit March 14, 2023 1
Slide 3: Engineering excellence & trust being leveraged to build the complete mobility ecosystem in India
Engineering excellence & trust being leveraged to build the complete mobility ecosystem in India ENGINEERING ELECTRIC MOBILITY – 3W FINANCE ELECTRIC MOBILITY RETAIL TECHNOLOGIES TECHNOLOGIES RETAIL 2
Slide 4: Greaves businesses for sustainable growth
Greaves businesses for sustainable growth BUILDING THE COMPLETE MOBILITY ECOSYSTEM IN INDIA GREAVES GREAVES GREAVES ELECTRIC ENGINEERING TECHNOLOGIES MOBILITY GREAVES GREAVES Auto & Non RETAIL 2 wheelers & FINANCE A full-service Auto 3 wheelers engineering and engineering R&D (ER&D) products & servi
Slide 5: Electric 2 & 3 wheeler penetration to increase rapidly
Electric 2 & 3 wheeler penetration to increase rapidly 2W sales 3W sales E2W penetration expected to reach 30% and E3W to over 40% by 2025 4 1 Electric vehicle Source: McKinsey & Company, Report on the future of mobility: Transforming to be ahead of the opportunity 2 Estimated
Slide 6: Greaves' e-mobility journey
Greaves’ e-mobility journey Three Acquisitions in 3 years Engineering excellence & Ampere (100% owned) New products for B2C & B2B in 2W trust leveraged to redefine last mile Bestway (100% owned) & 3W categories MLR (26% with management involvement mobility in India and path to majority) Portfolio Ex
Slide 7: Strong portfolio of E2W & E3W
Strong portfolio of E2W & E3W Moving India with last-mile personal, passenger & cargo electric mobility Existing E2Ws Upcoming E2Ws 2W High speed Stylish Robust, connected Sporty City speed scooter for young & connected scooter for the scooter family families and scooter for the gig economy for the
Slide 8: Future ready
Future ready Supply Chain Manufacturing Service & Sales Hyper local GTM High degree 2 Wheeler - EV Megasite strategy of localisation. ‘Make in India’ Co-locating high volume parts suppliers (optimising logistics, cost & inventory) In house robotic paint & weld shop to improve 5 lakh annual capacity
Slide 9: Ranipet EV Megasite
Ranipet EV Megasite 32-acres, with 15 acres of green coverage 8
Slide 10: Key highlights
Key highlights • Multi-model flexible assembly line with production capacity of 5 lakh (2 shifts per day) vehicles per annum • 1.25 lakh vehicles rolled out from the plant since inauguration • Highly capable leadership at the plant from automotive field, with average experience of 20 years • 70% wom
Slide 11: Sustainability & safety
Sustainability & safety • Effluent treatment plant to reuse water for powder coating • Exclusive sewage water treatment plant to re-use water for irrigation of plants • Tree plantation initiatives undertake with citizens and college students • 17 lakh safe hours of plant till date (425 green days) •
Slide 12: E-mobility financial snapshot
E-mobility financial snapshot Particulars (Consolidated) Q3 Growth (%) Q2 9MFY23 Growth (%) (Rs. Cr.) FY23 FY22 Y-o-Y FY23 FY23 FY22 Y-o-Y Primary volumes (numbers) 14,140 21,756 (35%) 32,943 76,660 37,189 106% Revenues 142 181 (22%) 318 741 285 160% EBITDA (36) (4) 8 (20) (29) 30% EBITDA Margin (%)
Slide 13: Key takeaways
Key takeaways High degree Introducing technology enabled and Make in India, a key driver R&D of localisation focus energy efficient products, with a greater focus on the battery safety standards Production capacity 5 lakh annual capacity in 2 shifts per ready for day New Launched Primus and new Zeal
Slide 14: Corporate structure for sustainable growth
Synergies across businesses to build the complete mobility ecosystem Corporate structure for sustainable growth Vehicle Service & Components R&D Retail Finance Manufacturing Spares Non- Auto Auto E2W E3W Multi-Brand EV Multi-Brand sales & retail service New Businesses + • Binding term sheet signed w
Slide 15: Disclaimer
Disclaimer This presentation contains statements that contain “forward looking statements” including, but without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to Greaves Cotton (“Greaves” or the Company) future business developments an
Slide 16: Thank you
GREAVES Thank you