Cyient Limited · NSE:CYIENT
Cyient — Investor Day (November 2022)
9 slides from Cyient's investor day presentation, Nov 18, 2022
Slide 1: Investor Day: Design Led Manufacturing (DLM) Outlook
CYIENT INVESTOR DAY NOV 18 ¢ ACCELERATING TOWARD 2; 0.2 2 © MEGATRENDS 4 Za ee 27 "<< — DESIGN LED oN \ MANUFACTURING ~~ yy * (DLM) OUTLOOK ‘ea Anthony Montalbano
Slide 2: Investor Day: Accelerating Toward 2025 Megatrends
CYIENT INVESTOR DAY NOV 18 @ ACCELERATING TOWARD 20.2 2° MEGATRENDS
Slide 3: Emerging technologies are driving a trillion-dollar market for electronics
Emerging technologies are driving a trillion-dollar market for electronics Key Tech Mega-Trends Driving Growth ° = oy i: ey ASA TE ° 5G and XaaS Metaverse Hyperconnectivity and SD-X =x) q t BD loT and Industry 4.0 Artificial Intelligence 3 © CYIENT 2022 | Confidential Industrials (Oz0) q loT Adoptio
Slide 4: Increasing electronification and OEMs' evolving needs impacting the EMS market
Increasing degree of electronification and OEMs’ evolving needs impacting the EMS market 1 3 Enhanced S focus on core business areas y y Pressure on Total Shorter time Cost of Ownership to market Source: Expert Interviews, press search 4 © CYIENT 2022 | Confidential CYIENT INVESTOR DAY NOV 18 ¢ ACCE
Slide 5: Focus on de-risking supply chain leading to alternative manufacturing locations outside China
Focus on de-risking supply chain is leading to development jyESTOR DAY of alternative locations for manufacturing outside China Novis « Accnenarme rowan "SOUTH KOREA 1 ama 4 wana 2 wena 26 (cansooin | aan [moons 2 Source: Expert Interviews, press search, Number of companies that have moved/extended
Slide 6: This is driving a strong outlook for the global EMS market
CYIENT This is driving a strong outlook for the global EMS market INVESTOR DAY NOV 18 ¢ ACCELERATING TOWARD 202 MEGATRENDS Global EMS Market in 2025E 2020 Increase in EMS market size ~$500B e Non-China regions expected to add $90- 120B/year to EMS market Global EMS by 2025 Market in 2020 (2) India's
Slide 7: Domestic demand for high-complexity electronics set to increase over the next decade
Domestic demand for high-complexity electronics INVESTOR DAY set to exponentially increase over the next decade NOV18 » ACCELERATING TOWARD 2022 ° MEGATRENDS $50B -. | $10B =- India's def ital outl Market size of MedTech sector @ee® Te ange eel ee expected by 2025 growing at 15% a indigenous militar
Slide 8: Strong governmental incentives providing opportunities for EMS players
Strong governmental incentives are providing opportunities for cyjent EMS players to capture both India for India and India for Global INVESTOR DAY demand Strong government push to promote electronics manufacturing via PLI schemes On incremental sales : Players" Source: Ministry of Electronics & Man
Slide 9: Market trends and our distinct positioning creates a significant market opportunity
CYIENT INVESTOR DAY NOV 18 ¢ ACCELERATING TOWARD 2022 ° MEGATRENDS Market trends and our distinct positioning creates a significant market opportunity Focus on High Complex Electronics with strong B2S capability to address end to end requirements Specialization in Safety-Critical Electronics Experts