Samvardhana Motherson International Limited · NSE:MOTHERSON

Samvardhana Motherson International — Merger or Acquisition (February 2023)

11 slides from Samvardhana Motherson International's merger presentation, Feb 19, 2023

  1. Slide 1: Regulation 30 disclosure cover letter to stock exchanges

    Samvardhana Motherson International Limited (formerly Motherson Sumi Systems Limited) Head Office: C-14 A & B, Sector 1, Noida – 201301 Distt. Gautam Budh Nagar, U.P. India Tel: +91-120-6752100, 6752278, Fax: +91-120-2521866, 2521966, Website: www.motherson.com February 19, 2023 National Stock Excha

  2. Slide 2: Motherson further strengthens its position as Tier 0.5 supplier

    Motherson further strengthens its position as Tier 0.5 supplier Motherson Group reaches an agreement to acquire 100% stake in SAS Autosystemtechnik GmbH, Germany from Faurecia 19th February 2023

  3. Slide 3: Transaction Overview

    Transaction Overview. Proposed Structure Deal overview Samvardhana Motherson • SMRPBV (wholly owned subsidiary of SAMIL) reaches an International Limited agreement to acquire 100% stake in SAS (SAMIL) Autosystemtechnik GmbH (SAS) from Faurecia 100% • SAS is a leading global provider of cockpit modul

  4. Slide 4: SAS provides high-quality module assembly for top-tier OEM customers

    SAS provides high-quality module assembly for top- tier OEM customers. Footprint.* About SAS. Europe 60% revenue share • Expertise in JIT / JIS solutions Germany, Portugal, Slovakia, Czech Republic, Spain, France, Turkey • Favourable exposure to premium vehicle segment Americas China 31% revenue sha

  5. Slide 5: Transaction Rationale

    Transaction Rationale. 01 02 Enhanced integration in the Strong experience and competency automotive supply chain in assembly operations, thereby increasing automation and managing customer proximity complex logistics. 03 04 Business on principal basis Customers and component creates potential for a

  6. Slide 6: Modularisation trend leading to value-add shift to Tier 1 players

    01 Modularisation trend leading to value-add shift to Tier 1 Players; Transaction is a step towards becoming Tier 0.5 supplier Evolution of Automotive Industry OEM Expert for all parts Reduction of assembly Vehicle platform expert with with high degree of time and complexity by external JIS/JIT modu

  7. Slide 7: Strong competency for full module service

    02 Strong competency for full module service Pure labour provider / Module assembly Full module service Full module service Logistics Owner (no system integration) (system integration) 7.5-10 X Per vehicle 5-7.5 X Per vehicle System integration: l Assembly flow chart process design l Locating and fi

  8. Slide 8: Potential Opportunities for other businesses of Motherson

    03 Potential Opportunities for other businesses of Motherson. Euro Million for FY22 4,423 * Polymer Modules and Opportunity Components, WH and Metal components 20%^ for Motherson with existing product capabilities New Growth Areas Vehicle Electronics 50%^ (avenue for future growth and diversificatio

  9. Slide 9: Access to a portfolio with significant EV share

    04 Access to a portfolio with significant EV share. Leading EV OEM 32% Approx. 50% of the total net Volkswagen 29% revenue from EV programs Skoda 12% Mercedes 8% Porsche 6% Audi 5% Significant share of sales from premium Others 4% vehicles Chrysler 4% Notes: ^ Based on CY 2021; Source: Based on info

  10. Slide 10: Diversification of SAMIL's products and customer base on a proforma basis

    04 Diversification of SAMIL’s products and customer base (3CX 10) on a proforma basis. Component wise. Customer wise. (top 15 customers) Mercedes Benz 10% 29% 10% Wiring Harness 27% Audi 9% 8% 17% Vision Systems 7% 16% Volkswagen 9% 13% Suzuki/ Maruti 6% Bumpers* 12% Suzuki 6% BMW 5% 11% 5% Door Pan

  11. Slide 11: Thank you

    Thank you. Safe harbor The contents of this presentation are for informational purposes only and for the reader’s personal non-commercial use. The contents are intended, but not guaranteed, to be correct, complete, or absolutely accurate. This presentation may contain forward-looking statements base

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