Automotive Axles Limited · NSE:AUTOAXLES
Automotive Axles — Q3 FY23 Earnings Presentation
12 slides from Automotive Axles's earnings presentation, Feb 6, 2023
Slide 1: Automotive Axles Limited – Investor Presentation Intimation
AUTOMOTIVE AXLES LIMITED 06th February 2023 The BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, Plot No. C/1, G- Block Dalal Street Bandra (E) Mumbai – 400 001 Mumbai – 400 051 Scrip Code: 505010 Scrip Code: AUTOAXLES Attn: Listing Department Dear Sir/M
Slide 2: Kalyani Automotive Axles Limited
KALYANI AUTOMOTIVE AXLES LIMITED 6th February 2023 Propnet;rl CMootor, Inc . 2021
Slide 3: Cummins-Meritor: Better Together
CUMMINS-MERITOR : BETTER TOGETHER Meritor The acquisition strengthens Cummins’ industry- leading range of powertrain components and accelerates development of electrified power solutions. “I warmly welcome Cummins as our new partner in Automotive Axles and Meritor HVS. Bharat Forge has a long relati
Slide 4: Snapshot Q3 FY23
SNAPSHOT Q3 FY23 Particulars (Mn INR) 22-23 ( 9 M) FY 21-22 FY 20-21 FY 19-20 Revenue 16343 14949 9126 9597 EBIDTA 1834 1389 729 1010 PBT 1501 1001 302 600 MANUFACTURING LOCATIONS – 4 Manufacturing sites Mysore, Jamshedpur, Pantnagar & Hosur EQUITY SHARE: Meritor Inc. & Cummins Inc.,USA – 35.5%, Kal
Slide 5: Sustainability Road Map 2028
SUSTAINABILITY ROAD MAP-M-2028 Meritor India - Sustainability Road Map SUSTAINABILITY Excellence in Sustainability Carbon Neutral SIX PILLAR MODEL • Achieving ISO 26000 for CSR assurance • ISO 14067 standard (Carbon footprint) Certification • Projects for sustenance of all initiatives 2028 • Achievi
Slide 6: Circular Economy
CIRCULAR ECONOMY Circular Economy is a frame work aiming at Sustainability Six Pillar Model achieving Sustainability across end to end Supply chain CIRCULAR Sustainability D •· A ECONOMY Sl# ESG Initiatives Pillar Connect • II • I 1 Reducing packaging in Supply chain A&B ,I .. ENERGY ' 2 Diversify a
Slide 7: Diverse End Markets and Major Customers
DIVERSE End Markets and Major Customers Diverse End Markets Major Customers ~ ASHOK LEYLAN D Aa pfd Jeet Hama1ni Jleet. 1 .,. TATA v7L> mahin dra DAIML ER smL ISUZU = VE COMMERCIAL VEHICLES '= A VOLVO ~OCJP At,JD !!ICHEfl MOTORS JOLNT \It, TunE BHARAT IF ORGE KALYANI UDTRUCK S ~ CRRGOTEC 6 Proprleta
Slide 8: Financial Results
FINANCIAL Results Values in INR Mn Q3 FY23 Performance 9 months FY23 Performance Sales Sales 16343 6571 ➔ 75 % ➔ 73 % 3761 9422 Q3 FY23 Q3 FY22 YTD FY23 YTD FY22 ,C C "" "Ci , EBIDTA EBIDTA ➔ 38 % ➔ 791 24 % 366 1834 764 11.2% 8.1% 12.0% 9.7% YTD FY23 YTD FY22 Q3 FY23 Q3 FY22 PBT PBT 1501 485 ➔ 268
Slide 9: Growth through Mission 25 Strategy
GROWTH through Mission 25 Strategy AAL Vs MHCV Market Growth ₹ 1,942 9 Months - ₹ 1,558 ₹ 1,494 ₹ 1,634 ₹ 1,088 ₹ 1,149 ₹ 960 ₹ 913 ₹ 683 ₹ 462 M&HCV Production 476 400 Volume in '000s 360 363 375 297 225 286 251 197 -+-- Revenue in ₹ Cr 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-2
Slide 10: Key Actions to Manage Business Successfully
KEY ACTIONS to Manage Business Successfully Business Growth Strategy Cost Measures Safety Practices Successful implementation of LTA agreement Cost reduction measures at organization ESG strategy & implementation in progress Focus on export business opportunities and plant level Specific s
Slide 11: Awards & Recognitions – FY22
Awards & Recognitions – FY22 mahlndra I ASHCK LEYLAND Truck and Bus Division Aapki Jeet. Hamari Jeet. ---------- 1::::::::Sl:-1....:.3o,,t-C..,C..,.ll:::::S~ .... ~ A I M LE R TRUCK DICV Quality Quad 2022 0.U&htyCQoscien<::e: DQingtherlght.lhln “ Best Supplier” “Gold award” “2nd best Supplier of “My
Slide 12: Meritor
~ MERITOR AUN WITH THE BULL