Slide 1: Cover letter to stock exchanges
February 04, 2022 The Officer-In-Charge (Listing) Head - Listing Operations, Listing Department BSE Limited, National Stock Exchange of India Ltd., P.J. Towers, Dalal Street, Fort, Exchange Plaza, Bandra Kurla Complex, Mumbai – 400 001 Bandra (East), Scrip Code: 538962 Mumbai - 400 051 Scrip Code: M
Slide 2: Q3 FY2022 Earnings Presentation
Q3 FY2022 Earnings Presentation
Slide 3: Agenda: Quarter Updates
Tesla’s 3 Pronged Approach Quarter Updates Company Snapshot Highlights of Q3 FY22 Quarterly Financial Performance Business Order won in ICE & EV Awards & CSR Earnings Presentation Page 2 of 31
Slide 4: SPARK MINDA - Kaleidoscope
SPARK MINDA - Kaleidoscope Leading Automotive Component Supplier – Since 1958 16,000+ 7 WORKFORCE PARTNERSHIPS 33 PLANTS/OFFICES INR 32,570 million REVENUE 14 13 NORTH WEST 3 3 SOUTH ASEAN VISION To be a dynamic, innovative and profitable global automotive organization for emerging as the preferred s
Slide 5: Highlights of Q3 FY22
Highlights of Q3 FY22 Enhancing the Core and Deepening Capabilities 1. Company Files Application for Production Linked Incentive (PLI) 2. Completes the transaction of MSIL; wholly owned subsidiary from 1 st Jan’22 3. Revenue for the Quarter continues to outperform the Industry performance 4. Improve
Slide 6: Transaction Completed for making Minda Stoneridge 100% Subsidiary
Transaction Completed for making Minda Stoneridge 100% Subsidiary Business Overview Transaction Progress Update Outlook 400 Cr+ 1300+ • Better utilization of • Transaction completed funds/cash and overall Revenue Employees with necessary RoCE accretive, regulatory approvals reflected fully from FY23
Slide 7: Electric Vehicle: Opportunity
Electric Vehicle: Opportunity Most of our Product is Electric Vehicle Agnostic and it only enhances the content In INR Potential EV Kit Value 16,000-20,000 8,000-10,000 2,000-2,500 2,000-3,000 4,000-4,500 New Product Increase in Increase in under content in Legacy Content content in development Pote
Slide 8: Q3 FY2022 Highlights & Industry Performance
Q3 FY2022 Highlights & Industry Performance
Slide 9: One of India's Leading Automotive Component Company
One of India’s Leading Automotive Component Company Revenue Breakdown 9M FY22 Diversified product portfolio, global customers, strong manufacturing and advanced R&D with six decades of automotive experience By Geography By End Market South East Passenger Asia Revenue Rs. 23,679 mn (FY2021) After Mar
Slide 10: Indian Automotive Industry Performance – Q3 FY22
Indian Automotive Industry Performance – Q3 FY22 Auto Industry 9M FY22 Growth (Y-o-Y) 9.3% Commentary 4.4% 17.68 16.17 • Threat from omicron, subdued rural sentiment 12.7013.25 and work from home continue to impact sale in 14.9% 28.4% 36.7% 36.3% 2-Wheeler segment 0.67 0.77 2.01 2.57 0.39 0.53 0.41
Slide 11: Consolidated Performance – Q3 FY22 and 9M FY22
Consolidated Performance – Q3 FY22 and 9M FY22 Q3 Q2 Q3 9M 9M (Rs. Million) FY22 FY22 FY21 FY22 FY21 Operating Revenue 7,383 7,313 7,398 20,282 15,739 Growth % 1.0% (0.2)% 28.9% EBITDA 787 773 818 1,868 1,280 Margin (%) 10.7% 10.6% 11.1% 9.2% 8.1% Profit Before Tax (PBT) 825 526 632 1,436 545 Margin
Slide 12: Business Verticals Performance – Q3 FY22
Business Verticals Performance – Q3 FY22 Quarterly Commentary – Q3 FY22 vs Q3 FY21 Nine Months (in Rs. mn) (in Rs. mn) Mechatronics, Aftermarket Mechatronics and Aftermarket: Mechatronics, Aftermarket 4,453 4,376 12,155 4,311 • The revenue stability was supported by strong 9,198 fundamentals and res
Slide 13: Business Performance – Q3 FY22 Order Won
Business Performance – Q3 FY22 Order Won Rs. 1,045 mn Rs. 1,167 mn Rs. 2,584 mn Rs. 42,318 mn Rs. 8,426 mn Rs. 16,516 mn For Export From EV Players For Export Order Won From EV Players Order Won Q3 FY22 Q3 Lifetime Order Won Q3 Lifetime Order Won Lifetime Order Won YTD FY22 Lifetime Order Won Rs. 6,
Slide 14: Awards & CSR
Awards & CSR
Slide 15: Awards/Recognition - Q3 FY2022
Awards/Recognition - Q3 FY2022 Die casting Bhamboli Pune won the Team “Lakshya” from Security System MCL WHD Kakkalur plant has participated In MCL Pillipakkam Plant won the Gold INTERNATIONAL CONVENTION ON Division (Pune) of BV-1 has created History 14th CII Kaizen (category Quality) Award (Second
Slide 16: Corporate Social Responsibility – Q3 FY2022
Corporate Social Responsibility – Q3 FY2022 Saksham Center inaugurated at Noida DST Convocation Minda Corporation is recipient of ICSl's prestigious 6th Annual National CSR Award 2021in the Emerging Category ALFC was conducted in Maharashtra, Providing 1024 Beauty and wellness programme introduced i
Slide 17: Thank You
Thank You This presentation contains statements that contain “forward looking statements” including, but without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to Minda Corporation Limited (“Minda Corp” or the Company) future business de