Automotive Axles Limited · NSE:AUTOAXLES
Automotive Axles — Q4 FY2023 Earnings Presentation
10 slides from Automotive Axles's earnings presentation, May 18, 2023
Slide 1: Automotive Axles Limited cover letter to exchanges
AUTOMOTIVE AXLES LIMITED 18th May 2023 The BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, Plot No. C/1, G- Block Dalal Street Bandra (E) Mumbai – 400 001 Mumbai – 400 051 Scrip Code: 505010 Scrip Code: AUTOAXLES Attn: Listing Department Dear Sir/Madam,
Slide 2: Automotive Axles Limited May 2023
Meritor • KA LYANI AUTOMOTIVE AXLES LIMITED May 2023 p,opnerart CM0rttor, Inc . 2021
Slide 3: Automotive Axles Limited
AUTOMOTIVE AXLES LIMITED AAL established in April 21,1981 is a leading supplier of drivetrains, braking, suspension system and aftermarket for commercial vehicles and industrial markets. *As per NSE Equity Market Capitalisation data as on 31st Mar’23, AAL stand at SL.566(within Top 1000 companies) w
Slide 4: Diverse End Markets and Major Customers
DIVERSE End Markets and Major Customers Diverse End Markets Major Customers ~ ASHOK LEYLAN D Koi ManzU Door Nah i n •T• TATA v7j;) mahi11 dra DAIML ER smL ISUZU After Market = VE COMMERCIAL VEHICLES - A>JOLIIOGROUPAND!!I ChE.ll MOTOl'SJOINTVE TIJRE B H ARAT FORG 'E KALYAH' I UDTRUCK S After Market ~
Slide 5: Financial Results
FINANCIAL RESULTS Values in INR Mn Q4 FY23 Performance 12 months FY23 Performance Sales Sales 6943 ➔ 26 % ➔ 56 % 5527 23286 14949 Q4 FY23 Q4 FY22 YTD FY23 YTD FY22 ,C " "" C , (, EBIDTA EBIDTA 26 % 89 % ➔ ➔ 790 625 2624 1389 11.3% 11.3% 9.3% 11.4% YTD FY23 YTD FY22 Q4 FY23 Q4 FY22 680 516 PBT 2181 1
Slide 6: FY22-23 NPD Launch
FY22-23 NPD LAUNCH MS 109 MS 185 160 EVO Dia 325 Brakes I \ I \ / '\ ,/' ................. __________________________________ .,.,, ' ............_________________________________ / ..,. 15i 18TG BGS Dia 394 Brakes Dia 360 Brakes I I \ I \\ ,,/ '\, / ',......... ___________________________________ .
Slide 7: Circular Economy, Energy, ESG Initiatives
CIRCULAR ECONOMY Destination Zero 80% of Power consumption through renewable energy by 2028 CIRCULAR ECONOMY Destination ENERGY ESG Initiatives Reducing packaging in Employee safety, Supply chain Reduce emission in Diversify and health and fair Supply chain Changing consumer inclusion initiatives tr
Slide 8: Mission 25 Growth Strategy
Mission 25 Growth Strategy AAL Vs MHCV Market Growth ₹ 1,942 ₹ 683 225 ₹ 462 286 ₹ 1,088 360 ₹ 1,149 363 ₹ 1,558 375 476 ₹ 960 251 ₹ 913 197 ₹ 1,494 297 ₹2,329 407 - M&HCV Production Volume in '000s -+- Revenue in ₹ Cr 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 2022-23 (
Slide 9: Key Actions to Manage Business Successfully
Key Actions to Manage Business Successfully Business Growth Strategy Cost Measures Safety Practices Successful implementation of LTA agreement Cost reduction measures at organization ESG strategy & implementation in progress Gold Award in Cost savings category by AL and plant level Specifi
Slide 10: Meritor Kalyani
C. Meritor KALYANI Proprie,ary O!.l&ritor. Inc , 2019