Sona Blw Precision Forgings Ltd. · NSE:SONACOMS
Sona Blw Precision Forgings — Merger or Acquisition (January 2023)
18 slides from Sona Blw Precision Forgings's merger presentation, Jan 9, 2023
Slide 1: Adding a New Pillar of Growth
Adding a New Pillar of Growth 09 January 2023
Slide 2: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Sona BLW Precision Forgings Ltd. (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for a
Slide 3: Software and Sensors are becoming critical in the EPIC automotive world
Software and Sensors are becoming critical in the EPIC automotive world (Electrified-Personalized-Intelligent-Connected) Lines of code in millions Fully Autonomous Vehicle 500+ Modern Car 100 Facebook 61 Large Hadron Collider 50 Microsoft Office 2013 44 F-35 Fighter Jet 24 Android OS 12 US Military
Slide 4: Next Phase in Our Long Term Strategy
Next Phase in Our Long Term Strategy One Vision To become one of the World’s most Respected and Valuable Auto Technology companies for our Customers, Employees & Shareholders. Non-EV Focused EV Focused E-AV Focused 4
Slide 5: With NOVELIC, we intend to grow in autonomous/connected in our technology roadmap
With NOVELIC, we intend to grow in the area of autonomous/ connected in our technology roadmap Autonomous Electric /Connected Integrated Controller with DC- Liquid Cooled DC Converter GaN Inverter Inverter High Voltage Motors for Bots Traction Motors and Industrial Automation High Voltage Integrated
Slide 6: Compelling Strategic Rationale for Transaction
Compelling Strategic Rationale for Transaction Rare profitable high-tech, fast growing company, in $43 bn ADAS Sensors market1, with ~27% net profit margin Unique and patented mmWave radar technology is the best solution for in-cabin sensing Accretive to management bandwidth with shared cultural com
Slide 7: ADAS Sensors to be the largest segment in the total automotive sensors market
ADAS Sensors to be the largest segment in the total automotive sensors market; all types of sensors to co-exist ADAS/AD sensors market size1 Split of market by sensor types in ADAS/AD1 USD billions USD billions 43 63 3 9 8 43 9 8 2 7 29 12 2 9 5 13 43 10 5 25 14 4 0 12 4 2020 2025 2030 2020 2030 ADA
Slide 8: NOVELIC has been profitable every year since its inception
NOVELIC has been profitable every year since its inception 9.3 6.1 3.8 3.5 3.1 2.5 1.8 1.7 1.0 0.9 0.6 0.7 0.6 0.3 0.4 0.2 0.0 0.1 0.1 0.0 CY 2013 CY 2014 CY 2015 CY 2016 CY 2017 CY 2018 CY 2019 CY 2020 CY 2021 CY 2022 (est) Covid-19 Numbers in EUR mn Revenue PAT impacted year 8
Slide 9: Unique and patented mmWave radar technology is the best solution for in-cabin sensing
Unique and patented mmWave radar technology is the best solution for in-cabin sensing In-cabin sensing to become an NOVELIC’s mmWave radar technology is essential safety requirement the best solution for in-cabin sensing Children and pets left behind in locked cars • Detects life presence, child pre
Slide 10: NOVELIC's Products & Technology
NOVELIC’s Products & Technology YouTube Link: https://youtu.be/cklc4ti2vyA 10
Slide 11: Accretive to management bandwidth with shared cultural commitment
Accretive to management bandwidth with shared cultural commitment to innovation, technology and profitability NOVELIC’s operations will continue to be led by its founders, ensuring continuity while leveraging Sona Comstar’s scale and customer access Darko Tasovac, CEO Veljko Mihajlović, CTO Dr. Vese
Slide 12: Vertically-integrated and modular ADAS solution for the new EPIC value chain
Vertically-integrated and modular ADAS solution for the new EPIC value chain Customer Mobility Interface Provider Integrated Powertrain Autonomous Solutions Solutions Provider OEM Provider • Radar Boards & Antenna Design • Embedded & Application Software Electro- • Artificial Intelligence Autonomous
Slide 13: EPS Accretive with significant growth opportunities
EPS Accretive with significant growth opportunities Transaction Structure Post-transaction Shareholding1 NOVELIC NOVELIC Sona Comstar Founders Founders €40.5 mn 54% 46% Sona Comstar • NOVELIC is valued at pre-money Enterprise Value1 of €64.5 mn and post-money EV1 of €75.0 mn • Implied transaction va
Slide 14: Q&A
Q&A
Slide 15: Appendix
Appendix
Slide 16: All types of ADAS sensors will co-exist in Autonomous Vehicles
All types of ADAS sensors will co-exist in Autonomous Vehicles No. of sensors in a vehicle to increase as the level of autonomy increases1 Split of market by sensor types in ADAS/AD1 USD billions Level 2 Level 3 Level 4/5 Camera 5 5 8 Long-Range Radar 1 1 4 43 Short-/Medium-Range Radar 2 4 4 Long-Ra
Slide 17: Infineon has partnered with NOVELIC for in-cabin monitoring system
Infineon has partnered with NOVELIC for in-cabin monitoring system https://www.infineon.com/cms/en/partners/design-partners/novelic/ https://www.linkedin.com/posts/infineon-technologies_izb2022- incabinsensing-automotiveinnovation-activity-6985569733550993408-vZh2/ 17
Slide 18: Features of mmWave radar based In-cabin monitoring systems
Features of mmWave radar based In-cabin monitoring systems 1 Life Presence • Detects of human presence inside the car • 2023 onwards EU-NCAP will award points for having LPD feature Detection – LPD • Can detect behind the seats or under the blanket unlike cameras 2 Child Presence • Detects life & cl
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