Greaves Cotton Limited · NSE:GREAVESCOT
Greaves Cotton — Investor Presentation (June 2022)
10 slides from Greaves Cotton's investor presentation, Jun 3, 2022
Slide 1: Investor Presentation cover letter to stock exchanges
GREAVES SINCE 1859 3rd June, 2022 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 Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regu
Slide 2: Update on Investment Agreement in Greaves Electric Mobility
Update on Investment Agreement in Greaves Electric Mobility June 3, 2022 GREAVES ELECTRIC MOBILITY
Slide 3: Investment to accelerate next phase of growth
Investment to accelerate next phase of growth Transaction Highlights US$150 Mn 35.8% US$451 Mn (~INR 1160 crores*) Investor’s equity holding Post Money Enterprise Initial Investment on fully diluted basis Value • Abdul Latif Jameel commits to invest up to US$220 million in Greaves Electric Mobility
Slide 4: Greaves Electric Mobility Partners with Abdul Latif Jameel
Greaves Electric Mobility Partners with Abdul Latif Jameel with agreement for total Investment of up to US$220 Million Abdul Latif Jameel Background Strategic Rationale • Abdul Latif Jameel is an independent, family-owned, diversified global investor and operator. • Accelerate the Greaves Electric M
Slide 5: Greaves Electric Mobility continues strong growth momentum
Greaves Electric Mobility continues strong growth momentum E2W + E3W Volumes E2W + E3W Consolidated Revenues 251% 70000 140%600 Yearly Quarterly 62,531 Y-o-Y 522 237 60000 129% 120%500 50000 100% 181 400 40000 80% 31% 300 Q-o-Q 30000 27,310 60% 176 89 18,536 47% 200 20000 14,329 40% 29% 90 10000 20%
Slide 6: Market penetration of E2W & E3W expected to increase significantly
Market penetration of E2W & E3W expected to increase significantly E2W Market Outlook E3W Market Outlook In ‘000s units In ‘000s units Penetration >1% ~10% ~30% 3W Penetration >15% ~50% ~75% 9,000 – E-Ricks E-Auto 10,000 650 - 700 350 - 400 2,500 – 275 - 300 3,000 175 - 200 140 150 1.5 FY20 FY25E FY
Slide 7: GEM has systematically built its strategy in a short span of time
GEM has systematically built its strategy in a short span of time Timely entry and aggressive play in E2W / E3W mobility Extending 162 years of trust & reliability to redefining last mile mobility in India Identified E2W Portfolio Expansion trends before • Acquisition led entry market shift into E-R
Slide 8: Comprehensive E2W & E3W Ecosystem Play, accelerated by strong Greaves Ecosystem
Greaves Electric Mobility – Comprehensive E2W & E3W Ecosystem Play , accelerated by strong Greaves Ecosystem Electric 2Ws E-Ricks E-Auto ▪ High Speed – Serves the need of daily • Passenger mobility: Low cost shared • Passenger Mobility: Fast replacing commute as well as hyper-local delivery mobility
Slide 9: 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 10: Thank You
STRONG BASE| SOUND FUNDAMENTALS| STABLE CASHFLOW AGILE STRUCTURE | POWERFUL PORTFOLIO| NEW PRODUCTS SOLID MANAGEMENT EXPERTISE | STRONG EXECUTION TASKFORCE MORE INCOME OPPORTUNITIES | MORE FASTER RETURNS | MORE TO LIFE GROWING BRANDS | GROWING RETAIL FOOTPRINT | GROWING CUSTOMER BASE THANK YOU REGIS