Tvs Srichakra Limited · NSE:TVSSRICHAK

Tvs Srichakra — Q1 FY23 Earnings Presentation

20 slides from Tvs Srichakra's earnings presentation, Aug 10, 2022

  1. Slide 1: Exchange filing cover letter

    TVS "'YEUNDGN/P REF:TSL:SEC:2022! ).)-it August 10, 2022 National Stock Exchange of India Ltd., SSE Limited 5th Floor P J Towers Exchange Plaza Dalal Street Sandra (E), Fort, Mumbai - 400051 Mumbai 400 001 Scrip Code: TVSSRICHAK Scrip Code: 509243 by NEAPS by Listing Centre Dear Sirs Sub: Investor P

  2. Slide 2: 1st Quarter FY23 – Standalone Financials Investor Presentation

    TVS Srichakra Ltd. 1st Quarter FY23 – Standalone Financials Investor Presentation 10th August 2022

  3. Slide 3: Disclaimer

    Disclaimer This presentation has been prepared by TVS Srichakra Limited (the “Company”) solely for information purposes without any regard to any specific objectives, financial situations or informational needs of any particular person. This presentation may not be copied, distributed or disseminate

  4. Slide 4: Contents

    Contents Slide No. 1. About the Group 4-6 2. About the Company 7 - 14 3. Q1 Standalone Financials 15 - 18 3

  5. Slide 5: About The Group

    TVS M@BILITY About The Group 4 ee Tvs “EUR OGRIP

  6. Slide 6: The Group

    The Group TVS Srichakra is a member of the TVS Mobility group 5

  7. Slide 7: About the Group

    About the Group Global Supply Aftermarket Distribution Automobile Manufacturing Chain Solutions & Services Platform Distribution TVS Supply Chain Solutions TVS Automobile Solutions TVS Mobility Pvt. Ltd. TVS Srichakra Sundaram The Associated Auto Parts TVS Lanka Industries TVS ARGOMM TVS Auto Bangla

  8. Slide 8: About The Company

    TVS M@BILITY About The Company 7 ee Tvs “ZEMUROGHIP

  9. Slide 9: About the Company

    About the Company 2 State of art Manufacturing Facilities 40 Years since inception in 1982 1000+ Product range 38 Depots across India Export to 86 Countries • Makers of “TVS Eurogrip” and “TVS Tyres” brand of tyres • One of India’s leading manufacturers and exporters of Two, Three-Wheeler tyres and

  10. Slide 10: Corporate Journey

    Corporate Journey 2019 2018 Launch of Design Centre in Milan 9

  11. Slide 11: Building The Brand

    a of Building The Brand (PA a Le aX TVS 4m TVS Eurogrip brand was launched in 2019 with 7 (alae \ EU TMsitlll7 positioning of “The Bike Tyre Specialist” 1) RINGS THE BIKE TYRE SPECIALIST 4 Consistent actions since brand launch to build a strong consumer brand 47 ‘Principal Sponsor’ of IPL Major Chen

  12. Slide 12: Growing International Presence

    Growing International Presence 6 Continents 86 Countries 380+ Distributors * Countries marked in blue represent our current global presence 11

  13. Slide 13: Global R&D Capabilities

    Global R&D Capabilities Designed Globally, Manufactured in India, Tested & Sold Worldwide Design Centre at Italy, Europe State of the art R&D Centre and proving grounds in Madurai International experts for technology, product and process development Jury of global test riders Advanced tyre models fo

  14. Slide 14: OEM Relationships

    OEM Relationships MAJOR Tyre supplier to 2 & 3 wheeler manufacturers Major 2-wheeler manufacturing customers 13

  15. Slide 15: Growing the Aftermarket

    Growing the Aftermarket PRODUCT FOCUS ON BRAND RANGE DISTRIBUTION DIGITALIZATION RETAIL VISIBILITY & BUILDING ACTIVATION Wide Product Range Presence in Entire channel & Reach Out Focused Brand in category 480+ Districts distribution system Campaigns & Campaigns with 500+ 2-wheeler automated Major fo

  16. Slide 16: Q1 FY23 Standalone Financials

    Q1 FY23 Standalone Financials 15

  17. Slide 17: 1st Quarter Standalone Results

    1st Quarter Standalone Results Standalone Results Quarter ended (Figs. In Rs. Crores) Q1 FY23 Q4 FY22 Q1 FY22 Total Income 715.39 649.27 481.96 Expenses Raw Material Cost (including purchase of stock in trade and 439.24 402.02 265.55 changes in inventories) Employee expenses 72.29 66.86 70.19 Other

  18. Slide 18: 1st Quarter Standalone Results - Highlights

    1st Quarter Standalone Results - Highlights 1. Income grew – quarter on quarter as well as year on year Q1 FY23 vs Q1 FY23 vs Particular Q4 FY22 Q1 FY22 Change in Total Income 10% 48% 2. Raw Material costs remained elevated Quarter ended Particular Q1 FY23 Q4 FY22 Q1 FY22 Raw Material/Income 61.4% 6

  19. Slide 19: 1st Quarter Standalone Results - Highlights

    1st Quarter Standalone Results - Highlights 4. Exceptional Expenses • The company instituted a VRS scheme for workmen at its Madurai plant, starting in Q4 of FY22 • Q1 of FY23 saw an exceptional spend of Rs. 5.06 on this count • The company believes that the scheme will be of benefit in the long ter

  20. Slide 20: Thank You

    TVS M@BILITY Thank You 19 ee Ts “EUR OGRIP

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