Exide Industries Limited · NSE:EXIDEIND
Exide Industries — Investor Presentation (March 2020)
22 slides from Exide Industries's investor presentation, Mar 3, 2020
Slide 1: Investor Meet Industrial Presentation
1 Investor Meet Industrial Presentation 1 03-March-2020 Mumbai 1
Slide 2: Agenda
Agenda 1 1. Overview of Exide's industrial verticals 2. Way forward for Exide's business 3. Future readiness of Exide 2
Slide 3: Exide is the market leader in India
Exide is the market leader in India 1 Widest Affordable Export Ready Portfolio technologies 100% owned subsidiaries in IUPS VRLA Singapore & UK Solar Tubular–flooded/Gel Strong presence in Germany Portfolio on par with Power Plante International standards Advanced Lead Acid– Strong focus in both Tra
Slide 4: IUPS: Largest business vertical
IUPS: Largest business vertical 1 Market landscape Product offering IUPS used as critical backup Wide product portfolio across multiple industries 1. Stable Market (7-8% YoY) 2. Widest range of products Bank & FI/ATM Data Centers Market landscape Our market presence 3. Buoyant aftermarket 4. > 5
Slide 5: Solar & Minigrids: Steep ramp up of business in last three years
Solar & Minigrids: Steep ramp up of business in last 1 three years Market landscape Product offering 1. Market rebound, visible after gloomy 2019 Market consists of solar Market offering: batteries, power generation units (on (Tubular & Gel), solar panels, and off-grid), and energy inverters and
Slide 6: Power and projects: Driven by Infrastructure spend
Power and projects: Driven by Infrastructure spend 1 Market landscape Product offering Market is driven by growth in Exide offers Plante batteries infrastructure spend unique to this market 1. Unique Portfolio Market requires technical selling–major barrier to entry 2. Technical selling as ent
Slide 7: Traction (forklift truck): Dominant player in niche market
Traction (forklift truck): Dominant player in 1 niche market Market landscape Product offering Market consists of battery Wide range of powered vehicles like material products available for both BS handling carts, golf carts, etc. and DIN standards 1. Motive power application Market is expecte
Slide 8: Railways: Driven by Indian Railways
Railways: Driven by Indian Railways 1 Market landscape Product offering Significant upgradation of Product offering railways expected over next few years 1. Single Customer ESS market exists in both conventional and newer 2. Tender environment segments of the railways industry Market landscape
Slide 9: Telecom: Exide's risk in limited in the troubled sector
Telecom: Exide's risk in limited in the troubled sector 1 Market landscape Product offering Market currently declining Product offering 1. Consolidation of operators Consolidation of Operators Lower tenancy ratio 2. Demand decline 3. Overcapacity leading to price war (60% utilization Market
Slide 10: Agenda
Agenda 1 1. Overview of Exide's industrial verticals 2. Way forward for Exide's business 3. Future readiness of Exide 10
Slide 11: Future outlook across business verticals
Future outlook across business verticals 1 IUPS Solar Power & projects Market to grow along with Government target of 40 GW Growth in industrial index corresponding industries, of rooftop solar by 2022 will grow this market segment mainly IT Price reduction of solar Increase in grid stabil
Slide 12: Future outlook across business verticals
Future outlook across business verticals 1 Telecom Railway Traction Market decline to continue. Growth expected as Indian Very dependent on industry Demand mainly from Railways moves to new coach growth scenario replacement designs (LFB coaches) Impacted by auto slowdown Next wave of growt
Slide 13: National Infrastructure pipeline will drive future growth
National Infrastructure pipeline will drive future growth 1 Exide Market Verticals NIP -2019-2025 Sectoral plan IUPS Solar P&P Railway Telecom Traction Rural Infrastructure & Irrigation Transportation & Logistics Power, Oil & Gas Renewable Energy Railways Urban & Housing New Technologies & E-Governa
Slide 14: Exports share in Next 2 Years from ~15% to 20%
Exports share in Next 2 Years from ~15% to 20% 1 Market Expansion: Plans to establish 12V VRLA in Middle East Asia & Africa ~15% Penetrate with OPzV/OPzS in Middle East Asia, Europe & Africa Traction: Enter new countries in Europe and South America and protect existing of revenue Market Share
Slide 15: Agenda
Agenda 1 1. Overview of Exide's industrial verticals 2. Way forward for Exide's business 3. Future readiness of Exide 15
Slide 16: Thrust on future trends in the industrial battery market
Thrust on future trends in the industrial battery 1 market Utility scale Lithium-ion Ultra technology energy storage battery technology 16
Slide 17: UltraBattery: A New Dimension in Lead Acid Battery Technology
UltraBattery® 1 A New Dimension in Lead Acid Battery Technology Partnered with Hybridization Key Benefits leading companies of technologies Hybrid of capacitors and Fast charge batteries • Exceptional charge • Capacitors can operate at acceptance capability high rates but the amount of energy stored
Slide 18: Utility scale energy storage to be used in multiple segments and applications
Utility scale energy storage to be used in multiple 1 segments and applications Segments of Utility Scale ESS Applications within utility scale ESS Energy shifting Renewables co-location (wind & solar) Peak shaving Grid support PV smoothing (distribution investment deferral) Voltage regulation Conve
Slide 19: Exide has started piloting multiple utility scale ESS projects
Exide has started piloting multiple utility scale ESS 1 projects Ongoing Planned Hosur ESS Project Hosur ESS Project Tata Power DDL Exide-CESC ESS JU ESS (Lead Acid) (Lithium Ion) Project Project Project Battery technology Lead Acid Tubular Lithium Ion (LFP) Lithium Ion (NMC) Lead Acid Tubular Advan
Slide 20: Li-ion market in nascent stage, telecom is the only established application
Li-ion market in nascent stage, telecom is the only 1 established application Expected Degree of Segment Market size of li-ion storage –current and expected (MWh) CAGR certainty 580-600 Telecom 1200-1250 9-11% 140-160 Data center 450-600 14-16% Renewables 600-700 20-25% co-location (BESS) 2000-2500
Slide 21: Nexcharge plans to focus on telecom, data center and UPS
Nexcharge plans to focus on telecom, data center 1 and UPS Segment Strategy • Building a li-ion battery solution Telecom • Advanced discussions with major telecom players for partnerships Data center • Working with major data center players to build a solution UPS • In discussions with UPS players f
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