Sandhar Technologies Ltd. · NSE:SANDHAR

Sandhar Technologies — Q2 FY2020 Earnings Presentation

14 slides from Sandhar Technologies's earnings presentation, Nov 5, 2019

1. Slide 1: Sandhar - Revised Investor Presentation Intimation to Stock Exchange

   SANDHAR Growth. Motivation. Better Life Ref: STL/REG-30/BSE/NSE/2019-2020/55 (Revised)) 05th November, 2019 To, To, Department of Corporate Services, Listing Department, BSE Limited National Stock Exchange oflndia Limited Phiroze Jeejeebhoy Towers, Dalal Street, C-1, G-Block, Bandra-Kurla Complex Mu

2. Slide 2: Sandhar Automotives, Bommasandra

   *Sandhar Automotives, Bommasandra

3. Slide 3: Safe Harbour

   Safe Harbour SANDHAR Growth. Motivation. Better Life This presentation and the accompanying slides (the “Presentation”), which have been prepared by Sandhar Technologies Ltd. (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invita

4. Slide 4: Industry Performance (Vol. in Mn)

   Industry Performance (Vol. in Mn) SANDHAR Growth. Motivation. Better Life I n d i an A u to Sec to r 2 W h eel ers 13.29 16.57 11.49 14.19 13.29 11.49 8.85 7.83 II -- 3.98 3.32 2.09 1.69 0.64 0.59 0.54 0.46 0.41 0.34 Total Vol. PVs CVs 3 W 2 W -14.4% Total 2 W I I Scooters Motor cycles Mopeds © -13.

5. Slide 5: Q2 FY'20 Financial Snapshot (fig. in Rs. Crs)

   Q2 FY’20 Financial Snapshot (fig. in Rs. Crs) SANDHAR Growth. Motivation. Better Life Consolidated Standalone E BI T DA /E BI T DA % RE VE N UE E BI T DA /E BI T DA % RE VE N UE 607 60 553 538 67 504 47 474 45 431 56 54 10.8 10.1 11.1 10.4 10 11.1 ■ Q2 FY'20 ■ Q2 FY'19 ■ Q1 FY'20 Q2 FY'20 ■ Q2 FY'19

6. Slide 6: H1 FY'20 Financial Snapshot (fig. in Rs. Crs)

   H1 FY’20 Financial Snapshot (fig. in Rs. Crs) SANDHAR Growth. Motivation. Better Life Consolidated Standalone E BI T DA /E BI T DA % RE VE N UE RE VE NUE E BI T DA /E BI T DA % 1032 1011 134 905 124 1179 1163 118 1057 110 110 92 111 ■ H1 FY'20 ■ H1 FY'19 ■ H2 FY'19 10.4 ■ H1 FY'20 11.5 ■ H1 FY'19 10

7. Slide 7: Sandhar Vs Industry

   Sandhar Vs Industry SANDHAR Growth. Motivation. Better Life OVERALL - - -- - - GROWTH 2&3 W PV I■ - CV OHV Customers -~ OEM Gr% STL Gr % Pie NA ■ -16.7 -15.4 27.4% -7 -9.4 -10.3 -11.8 -13.3 -14.4 Hero -18.9 -24.8 TVS :;JI:.... -11.1 6.8 25.6% -42.4 ■ Sandhar Rev Gr % ■ Industry Vol. Gr % f§lD ' HOND

8. Slide 8: Balance Sheet (fig in Rs. Crs)

   Balance Sheet (fig in Rs. Crs) SANDHAR Growth. Motivation. Better Life Consolidated Standalone On Standalone Basis 30th Sept' 19 March' 19 30th Sept' 19 March' 19 RECEIVABLES COLLECTION PERIOD INVENTORY HOLDING PERIOD Application of Funds 48.07 38.38 Net Fixed assets 848.8 780.8 621.1 617.5 39.35 34

9. Slide 9: Consolidated - Cash Flow Management

   Consolidated - Cash Flow Management SANDHAR Growth. Motivation. Better Life Total Inflows- Rs. 124.83 Crs Cash Generated Working Other Receipts from Operations Capital Changes Rs. 4.40 Crs Rs. 103.60 Crs Rs. 17.54 Crs Rs. 44.37 Crs Rs. 44.65 Crs Rs. 3.18 Crs Rs. 9.22 Crs Rs. 11.35 Crs Rs. 11.61 Crs

10. Slide 10: WOS Performance (fig in Rs. Crs)

    WOS Performance (fig in Rs. Crs) Revenue EBITDA EBT 147 140.9 0 17.5 4.8 4.5 3.2 3.7 12.3 0 20.2 20.7 2.3 122 115.8 13.8 0.2 1.8 ------ 3.3 0.2 2.3 10.2 -0.1 T -0.2 H1 FY'20 H1 FY'19 H1 FY'20 H1 FY'19 H1 FY'20 H1 FY'19 ■ STB ■ STM ■ STP ■ STB ■ STM ■ STP ■ STB ■ STM ■ STP ST PL - RE VE NUE ST PL- E

11. Slide 11: JV Performance (fig in Rs. Lacs)

    JV Performance (fig in Rs. Lacs) SANDHAR Growth. Motivation. Better Life Net Income Net Income PAT PAT Investment Gross Block EBITDA YTD EBITDA YTD YTD YTD YTD YTD Held by STL including S. No. Name of Joint Ventures Product Name Sep 2018 Sep 2019 Sep 2018 Sep 2019 Sep 2018 Sep 2019 as at CWIP as at

12. Slide 12: New Business Status

    New Business Status SANDHAR Growth . Motivation . Better Life Annual - Rs. 17.40 Crs Annual - Rs. 71.55 Crs Annual - Rs. 90.92 Crs Total:-Annual - Rs. 257.34 Crs*; FY20 (YTD SEP19): Rs. 4.08 Crs Act Vs 25.22 Crs Bud.) Annual - Rs. 26.48 Crs -~ • ~ 1,j • N ....... - . 0 a l• Annual - Rs. 29.78 Crs An

13. Slide 13: New Business Status - Product category

    New Business Status - Product category SANDHAR Growth. Motivation. Better Life Sheet Metal components Rs. 34.66 Crs ( 13.5% ) Total New Annual Lock Assembly Rs. 41.83 Crs ( 16.3 %) Business awarded Mirror Assembly Rs 30.88 Crs ( 12.0%) Rs. 257.34 Crs* Cabins & Fabrication Rs. 29.78 Crs ( 11.6%) Asse

14. Slide 14: Thank You

    SANDHAR THANK YOU Growth. Motivation. Better Life Sandhar Technologies Limited CIN: L74999DL1987PLC029553 Investor Relations: Ms. Charu Khatri Email: investors@sandhar.in All Rights Reserved@Sandhar 2019 13

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