Slide 1: Exchange filing cover letter: Schedule for Conference Call
Date: 23.05.2022 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 Symbol: MINDAC
Slide 2: Emkay EV Conference - Spark Minda
Emkay EV Conference Spark Minda Disrupt, Innovate, Lead By, Anshul Saxena Senior VP and Group Head – Strategy & M&A May 23, 2022
Slide 3: Agenda
Tesla’s 3 Pronged Approach Company Snapshot Key Automotive Trends and EV Opportunity Strategic Priorities Earnings Presentation Page 2 of 28
Slide 4: Company Snapshot
Company Snapshot
Slide 5: 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 6: Schematic Representation of Minda Corporation
Schematic Representation of Minda Corporation Promoter Share Holding Public & Other Share Holding 64.7% 35.3% Minda Corporation Limited Overseas Domestic Operations India JV’s (100% owned) ⚫ Safety Security Division ⚫ ASEAN Group ⚫ Die Casting Division ⚫ Minda VAST (50%) ⚫ Starter Motors & Alternato
Slide 7: Leadership Team
Leadership Team N. K. Modi Vinod Raheja Neeraj Mahajan ED & CEO – MCL GCFO GCMO SMAD & Uzbekistan business 29 years of global Arvind Chandra Biranchi Mohapatra experience as CFO in 35 years of experience in Auto 30 years in India and overseas CEO, BV I CEO, BV II with OEMs and Auto pharmaceuticals a
Slide 8: Key Products across various Business Verticals
Key Products across various Business Verticals Mechatronics Information & Connected Systems Plastics & Interiors Aftermarket (Business Vertical1) ( Business vertical 2 ) ( Business vertical 3 ) ( Business vertical 4 ) Ignition Smart Key Speedometer Cup Holder Switch Cum System Spares of BV1 &BV2 Ste
Slide 9: Customer Centricity
Customer Centricity Confidential | Copyrights Reserved @ Spark Minda Group, all rights of disposal such as copying and passing on to third parties
Slide 10: Highlights of Q4 & FY22 Performance
Highlights of Q4 & FY22 Performance Enhancing the Core and Deepening Capabilities Q4 FY2022 FY2022 Revenue Growth for the Quarter continues to outperform FY22 Revenue Growth of 25.8% YoY despite challenging the Industry performance macro-economic scenario & semi conductor shortage Improved Double Di
Slide 11: Key Automotive Trends & EV Opportunity
Key Automotive Trends & EV Opportunity
Slide 12: Future of Mobility is Driven by Electronics
Future of Mobility is Driven by Electronics Megatrends Rising Gen-Z Urbanization Digitization Sustainability Population Sub-Trends Connectivity Autonomous Shared Mobility Electrification Solution
Slide 13: Unique Needs of Indian Market
Unique Needs of Indian Market DEVELOPED ECONOMY INDIAN + EMERGING INDIAN CONTEXT CONTEXT ECONOMY CONTEXT BEV upfront price = ICE Range, top speed, creature comfort, safety Charging Time Charging Infrastructure Maintain Lower Running Cost Advantage Average selling price of a Average selling price of
Slide 14: Growing Demand for Sustainable Transportation
Growing Demand for Sustainable Transportation Source: Frost & Sullivan Last mile connectivity modes like 3W to be fully electrified by 2030, expect fleet segment to be electrified more due to a combination of lower cost of ownership & CONSIDERABLE penetration in personal mobility enabled by regulato
Slide 15: Trends & Our Offerings
TRENDS & Our Offerings Global Trends Trends Impacting India Connectivity & Shared Mobility Safety Light-Weighting Connectivity Telematics Airbag Wiring Antennas 2W iRAS Harness Oil Pan Cup Holders Air Vents c ITS Connected Digital Cluster Autonomous Cup Holder, Ash tray Cyber Security 4W ADAS TPM Se
Slide 16: Strategic Pillars of Growth
Strategic Pillars of Growth
Slide 17: Strategic Pillars of Growth Outcome
Strategic Pillars of Growth Strategic Pillars of Growth Outcome ✓ Transform and become complete solution provider and partner of OEM’s Focus on Innovation and ✓ Cost leadership in manufacturing and Enhancing the Core Technology Thought leadership position in Safety Security System | Wiring Harness |
Slide 18: 1. Enhancing the Core
1. Enhancing the Core Safety Security Wiring Harness Die-Casting Division Instrument Cluster System Division Only Indian Setting up state Emerging as a Company of the art tool preferred cost- with a room facilities in effective global capability to component partner for division for Turbocharger Min
Slide 19: 2.1 Innovation and Technology: 3-Pronged Approach
2.1 Innovation SPARK and Approach MINDA 3 - Pronged Technology : 3 - Pronged Approach Development of path breaking SMART Key Setting up own R&D Unit solution State-of-the-art in-house R&D facility for advanced Setting up of a New Vertical Electronic 1 solutions Manufacturing Excellence Continuou
Slide 20: 2.2 Engineering Capabilities
2.2 Engineering Capabilities Spark Minda Technical Centre, Pune 200+ ~2.0% 450+ ~ 50 % in last 5 years of annual revenue Total IPs / Patents Filed R&D Spending Engineering Headcount 300+ Engineers | Embedded Software EMI / EMC Lab, Anechoic Chamber Accreditation Engineering Capabilities to Address F
Slide 21: 3. Electric Vehicle: Growth Opportunity
3. Electric Electric Vehicle:Vehicle: Growth Opportunity Growth Opportunity Most of our Products are Electric Vehicle Agnostic 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 d
Slide 22: 3.1 Key Business Wins in FY22 and Clientele in EV Segment
3.1 Key Business Wins in FY22 and Clientele in EV Segment DC to DC Converter Battery Charger Keyless System Wiring Harness First Time Product First Time Product New Tech Legacy Low Voltage EV WH (Non-Legacy Product) (Non-Legacy Product) Product (Legacy Product) Key Customer Key Customer Key Customer
Slide 23: Value Proposition
Value Value Proposition Proposition High value, Technologically advanced products; Global presence with 32 plants Cost leadership in Manufacturing and Thought leadership position in Technology Offering Advanced Technology products and system solutions in Light weighting, Active Safety, Connected, El
Slide 24: Disclaimer
ate . ae Connect Disclaimer: All rights reserved with Spark Minda group. The data may contain some forward looking statements.