Mahindra Lifespace Developers Limited · NSE:MAHLIFE
Mahindra Lifespace Developers — Kotak India Manufacturing Forum (March 2022)
18 slides from Mahindra Lifespace Developers's conference presentation, Mar 30, 2022
Slide 1: Exchange intimation: presentation to analysts/institutional investors
30th March 2022 BSE Limited National Stock Exchange of India Limited Corporate Services, Exchange Plaza, Piroze Jeejeebhoy Towers, Bandra Kurla Complex, Dalal Street, Bandra (East), Mumbai 400051 Mumbai – 400 001 Listing: http://listing.bseindia.com Listing: https://www.connect2nse.com/LISTING/ Re:
Slide 2: Kotak India Manufacturing Forum
Kotak India Manufacturing Forum Rajaram Pai 30th March, 2022 Chief Business Officer (Industrial), IC&IC
Slide 3: Corridors to gain/lose global trade; key trends impacting trade flow to India
Corridors1 to gain/lose global trade Key Trends impacting Trade flow to India $B value of 2030F share vs. 2030 share had 2019 share of trade been maintained2 1 Tariff Risk + Over 50% of China’s exports have been affected by US tariffs` 3 2 Rupee Depreciation -1 Made import of supplies more expensive
Slide 4: Manufacturing themes: labor intensive, value chain, sunrise sectors
Theme 1 Theme 2 Theme 3 Med-Tech and Pharma API White Goods & Electrical, Defence & appliances Data Centre Clean Energy Aerospace Auto Toys Textiles & Auto components Metal Agri & Food Chemicals Processing & EV & Energy Electronics, & Furniture Footwear Capital Goods Clean Energy Processing Specialt
Slide 5: Rising government interest in large textile parks and mega clusters
Illustration: Mega Investment Textile Parks (MITRA) schemes launched by the Central Govt. in 2021 to facilitate competitiveness in textiles; facets below: ❖ Rising interest from govt. for setting up mega clusters in industries like: LargeTextile Large TextileParks Parksbeing beingsetup: setup: 1 ❖ T
Slide 6: India witnessing growth across industrial corridors
❖ India witnessing growth across industrial corridors ❖ Superior connectivity and access to key ports driving Jaipur demand across designated corridors Ahmedabad ❖ Mahindra parks located along prominent corridors of DMIC / Pune BMIC / VCIC Source: JLL Report ~ India Industrial Corridors, February 20
Slide 7: IC & IC
IC & IC ▪ Introduction ▪ Integrated Cities and Industrial Clusters (IC&IC) ▪ Destination of Choice ▪ Sustainability Led Growth ▪ X to 3X
Slide 8: Integrated Cities & Industrial Clusters
Residential Integrated Cities & Industrial Clusters Ahmedabad Pune North Chennai Premium Residential Value Housing Integrated Cities Industrial Clusters 28.2 million sq. ft. of completed, ongoing and Over 5,500 acres forthcoming residential commercial real estate of ongoing and forthcoming projects
Slide 9: IC&IC ownership structure
M&M 51% MLDL 100% 74% 89% 100% KTL MWCJL * MWCDL 60% MIPCL MIPPL * - Origins Pune - MWC Jaipur - MWC Chennai - Origins Chennai - Origins Ahmedabad 26% 11% 40% RIICO TIDCO Sumitomo IC&IC 8
Slide 10: 5 Destinations, 1 Objective: Make in India
5 DESTINATIONS, 1 OBJECTIVE : MAKE IN INDIA * Does not include sales outside MWC Chennai boundaries (FY20: 3 acres, FY21: 9.2 acres) 9
Slide 11: Global companies at Mahindra World City & Origins
Global Companies One Destination • Companies from 20+ countries represent USA Canada Mahindra World City & Origins Brazil France UK Germany • Clients appreciate the Integrated Ecosystem of Denmark Spain Livelihood, Living, Life at MWC Turkey UAE Singapore Bangladesh • Origins Chennai is a designated
Slide 12: Home to 180+ manufacturing companies from 20+ sectors
Home to 180+ Manufacturing, from 20+ sectors • Multiple interest from growth sectors, specially IT & ITES under PLI - like Auto, electronics, solar, electronics, Auto & Autocomp medical devices & pharma Food Processing & FMCG • Some the key company sign-up in last 2 years Engineering include Renew P
Slide 13: Customers (operational)
customers ( operational) customers ( operational) customers ( operational) 12
Slide 14: Sustainability performance
1st position for MWC Chennai is India’s first certified zero Zero waste-water MWC Jaipur 1st & World’s 2nd position in Corporate Sustainability Performance waste to landfill city & 1st Gold Certified discharge at all facilities largest C40 Stage 2 Project Social Responsibility Green Township 13
Slide 15: Growth targets by 2025 and levers
INR. cr by 2025 INR cr 2021 2025 Tapping into Exploring Exploring allied being targeted viz. Opportunities with opportunities in Renewable companies undern Closely working of across all existing Sales Activation Energy, EV lease premises with consulates existing units locations with Launch of new ec
Slide 16: Summary
Summary 15
Slide 17: Policy reforms and push on manufacturing and infrastructure
GoI’s push on manufacturing & infrastructure ❖ Outlay of USD 30 - 40 Bn for PLI • Make in India, PLI, FAME • Gati Shakti ~ push to improve infra and drive ❖ Approx. 400 approved companies costs down ❖ Make in India has attracted more than Policy level reforms USD 357 bn FDI since 2014 • 15% tax rate
Slide 18: Thank you
THANK YOU Investor Presentation Q3 FY2022 17
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