Slide 1: Cover letter to NSE: Investor Presentation
10th July, 2020 To, NSE Limited, Exchange Plaza, Plot No. C/1, G-Block, Bandra-Kurla Complex, Bandra (E), Mumbai 400 051 Symbol: SINTERCOM Sub: Investor Presentation Dear Sir/ Madam, Please find enclosed herewith updated Investor Presentation. Please take the note of the same. For and on behalf of S
Slide 2: Sintercom India Limited Investor Presentation July 2020
www.sintercom.co.in Strictly for Private Circulation www.miba.com Ver 1.0 July 2020
Slide 3: Disclaimer / Important Disclosure
DISCLAIMER / IMPORTANT DISCLOSURE THIS PRESENTATION (PRESENTATION) IS NOT AN OFFER TO SELL ANY SECURITIES OR A SOLICITATION TO BUY ANY SECURITIES OF SINTERCOM INDIA LIMITED OR ITS SUBSIDIARIES OR JOINT VENTURES (TOGETHER, THE “COMPANY”). The material that follows is a Presentation of general backgro
Slide 4: Sintercom Technology
SINTERCOM TECHNOLOGY www.sintercom.co.in Strictly for Private Circulation www.miba.com
Slide 5: The appropriate Material and Process for each Application
• The appropriate Material and Process for each Application Tensile Strength [MPa] 2400 16 MnCr 5 (Surface) – 61 HRC Miba High-Performance Carburized 16 MnCr 5 (Core) – 44 HRC Processes Forged Steels 1300 30 CrMoV9V 50 CrV4V 1000 41 Cr4V 700 St 70, Ck 45V 400 St 37 100 100 200 300 400 500 600 700 Al
Slide 6: Sintering Technology Process
SINTERING TECHNOLOGY • Powder metal is compacted into net shape using die toolings Conventional • Compacted components are then sintered into furnaces at high temperatures below melting point in a Sintering phase wise manner • Upto 90% dense symmetric components can be produced PROCESS • Powder meta
Slide 7: Responsible Use of Resources
RESPONSIBLE USE OF RESOURCES Metal Powder Raw Material Intensity (produced out of recycled 1,04 kg Raw Material/kg Product steel scrap) 2,3 kg Water/kg Product Lean P/M Prozessing Evironmentally friendly Low Water Products Consumption 0,11 kg Waste/kg Product 3,8 kWh/kg Product Low Energy Low Waste
Slide 8: Opportunity: Sintering Technology Market Size
SINTERING TECHNOLOGY (Source: CRISIL Reports/PMAI) Market Size PV Sintering PV market Size Rs. cr. 2000 1844 1800 1600 1400 1200 1006 1000 851 800 726 606 600 481 533 394 400 200 0 2020-21P 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 Global Auto Usage Kgs/vehcile Opportunity 18 17 16 14
Slide 9: Sintercom 2020 - Dynamic: Mission, Vision, Strategy
SINTERCOM 2020- Dynamic Our Mission Our Strategy Innovation in Motion – Strive for technology leadership in demanding, Technologies for a Cleaner Planet financially attractive market segments Our Vision No power train without SINTERCOM/MIBA technology Our Values • Technology Leadership Our Goals • L
Slide 10: Members of Board
MEMBERS OF BOARD Hari Nair Harald Neubert Jignesh Raval Madan Godse Chairman Board of Director Board of Director Independent Director Member of Board active since 2015 Member of Board active since 2011 Madan Godse, is on the board of our 25+ years of experience at Tenneco 10 years of experience at M
Slide 11: Management Team
MANAGEMENT TEAM Managing Director Jignesh Raval Chief Financial Officer Sr. General Manager. Sr. Manager Sr. General Manager. Pankaj Bhatawadekar Nikhil Chavan Sameer Gupta Swapnil Phand Research Development & Company Secretary Process Excellence & Q.A Project / Solution Engineering Team Finance In
Slide 12: Key Milestones
KEY MILESTONES Company listed on NSE Emerge Appreciation 2018 -19 from Bajaj Appreciation Auto Ltd. for from Maruti Best Kaizen 2017 Suzuki India Ltd. for Design & 2016 . Development Development of split gear for 2 Ltr 2015 Engine Conversion of forged Milling / bearing caps Drilling Turning 2014 Con
Slide 13: Core Competence – Sintered Component Manufacturing
CORE COMPETENCE – SINTERED COMPONENT MANUFACTURING Sintercom Core Processes in ORANGE (Manufacturing) Tool Design Premix Powder Machining Sintering/ Surface Densification Heat/steam treatment, Compacting Sinter Hardening - Re-Pressing (optional) Packing & Shipping deburring, etc. Tempering Machining
Slide 14: Miba Group – Overview
MIBA GROUP – Overview Asia Europe Americas 977 30 Production EUR MN 16% Sites Globally 22% Revenue 70 EUR MN Investments 62% 4.10 Research 7759 Employees Ratio www.sintercom.co.in Strictly for Private Circulation www.miba.com
Slide 15: Miba Group – Revenue by Division
MIBA GROUP – REVENUE BY DIVISION Miba Sinter Group Miba Bearing Group Miba Friction Group Miba Power Electronics Group Automotive Industrial Goods Others Industrial Goods 4% a) Truck /Bus 9% 6% b) Construction 8% c) Industrial 7% d) Powerplants 7% e) Agriculture 5% f) Railway 4% 19% 42% g) Special M
Slide 16: Sintercom - Customers
SINTERCOM - CUSTOMERS O E M TI ER 1 www.sintercom.co.in Strictly for Private Circulation www.miba.com
Slide 17: Portfolio – Application of Sintered Components
PORTFOLIO – Application Of Sintered Components Applications: ▪ Engine ▪ Transmission ▪ Body, Chassis & Pumps ▪ EV ▪ Off Road Equipment www.sintercom.co.in Strictly for Private Circulation www.miba.com
Slide 18: Engine – Specialists for Engine Characteristics and Valve Train Dynamics
ENGINE – Specialists for Engine Characteristics and Valve Train Dynamics Development and production of mass balancer systems Innovative technologies in order to achieve • cost effectiveness • improved functionality • reduced friction resistance • optimized NVH Behavior www.sintercom.co.in Strictly f
Slide 19: Transmission – Synchronization of Manual and Double Clutch Transmission
TRANSMISSION – Synchronization of Manual and Double Clutch Transmission Innovative materials and processes In-house competence for synchronizer design, friction materials and validation testing Net-shape manufacturing Cost effectiveness Transmission test rigs @ Miba R&D www.sintercom.co.in Strictly
Slide 20: Body, Chassis & Pumps
BODY, CHASSIS & PUMPS Development & manufacturing partner on components for steering systems and pumps Helical belt pulleys for Electrical Power Steering systems Rotors, slides and modules for variable oilpumps Applications for HP-dieselpumps Doubledisc grounded parts Flexible supply solutions by gl
Slide 21: Soft Magnetic Composite Components for Modern Electric Machines
SOFT MAGNETIC COMPOSITE COMPONENTS - for modern electric machines with powder metal technology Customization of e-motor design to customer‘s demand Optimum utilization of design space Motor-topologies with high torque density Economic solutions due to utilitzation of 3D-flux and replacement of Rare
Slide 22: New Product Launches
New Product Launches SOP Launches complete : Jan 2020 – June 2020 SOP Launches Projection : July 2020 – Dec 2020 Bearing Caps for 6F 6 speed Diesel and transmission Gasoline engine – D22 & G20 Hego Boss SOP for Platforms. Fiat Cam – Cam two wheeler Uniqueness : Gears FAM – B application. 650 Hv.0.1c
Slide 23: SIL Financial Performance: Sales, EBITDA, PAT
SIL FINANCIAL PERFORMANCE (Rs. Lacs) SALES EBITDA 8320 7460 1795 1667 6601 1561 6334 1452 5352 4944 936 718 2 0 1 4 /1 5 2 0 1 5 /1 6 2 0 1 6 /1 7 2 0 1 7 /1 8 2 0 1 8 /1 9 2 0 1 9 /2 0 2014/15 2015/16 2016/17 2017/18 2018/19 2019/20 PAT 545 550 127 69 9 2014/15 2015/16 2016/17 2017/18 2018/19 2019/
Slide 24: Sintercom – Overview
SINTERCOM – OVERVIEW Customer-wise breakdown OEM wise Sourcing Product Mix Dual Sourcing Single Sourcing Diesel Gasoline 8% 7% 4% 20% 30% 30% 45% 60% 60% 14% 100% 100% 100% 93% 92% 1% 80% 70% 70% 55% 40% 40% 41% Maruti Mahindra Bajaj Fiat 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 Capac
Slide 25: SIL Financial Performance: Equity, Net Worth, Debt
SIL FINANCIAL PERFORMANCE Paid up - Equity Net Worth (Rs. Lakhs) 7814 8104 7819 2420 2420 2420 1919 1919 1919 3752 3821 3984 2014-15 2015-16 2016-17 2017-18 2018-19 2019/20 2014-15 2015-16 2016-17 2017-18 2018-19 2019/20 Debt Equity Ratio Total Debt 1.13 1.05 1.04 4053 3741 3847 2874 2403 2396 0.45
Slide 26: Appreciations & Quality Certifications
Appreciations & Quality Certifications Award Year Appreciation from Maruti Suzuki for VAVE 2019 Make in India Award - SME Business Excellence Awards 2019 by D&B 2019 ISO 14001:2015 ( Environmental Management System) Certification 2019 ISO 45001: 2018 (Occupational Health and Safety Management System
Slide 27: Thank you
Thank you www.sintercom.co.in Strictly for Private Circulation www.miba.com