Motherson Sumi Wiring India Ltd · NSE:MSUMI
Motherson Sumi Wiring India — Q3 FY2022-23 Earnings Presentation
8 slides from Motherson Sumi Wiring India's earnings presentation, Feb 7, 2023
Slide 1: Cover letter to stock exchanges on Q3 FY23 results
February 7, 2023 National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor 1st Floor, New Trading Ring Plot No.C/1, G-Block Rotunda Building Bandra-Kurla Complex P.J. Towers, Dalal Street Bandra (E) Fort MUMBAI – 400051, India MUMBAI – 400001, India Scrip Code : MSUMI Scrip Code
Slide 2: Performance Q3 FY 2022-23
Proud to be part of. Motherson Sumi Wiring India Limited (MSWIL) Performance Q3 FY 2022-23
Slide 3: Key Highlights: Automotive Industry in India
Key Highlights : Automotive Industry in India • OEMs production declined on QoQ basis: • Ongoing chips situation and supply constraints (though QoQ YoY gradually improving but challenges for stable supplies LVs -13% +16% continued), leading to unscheduled changes in customers build up plans. CVs -15
Slide 4: Key Highlights: Company performance
Key Highlights : Company performance • FY 22-23 is first reporting financial year for MSWIL as independent public listed company (Group reorganisation implemented in Jan– March 2022 quarter with approval of Hon’ble NCLT, Mumbai) • During FY 22-23, MSWIL expanded capacity (capex for Q3FY23 is Rs 61 c
Slide 5: MSWIL Q3FY22 vs Q2FY23 vs Q3FY23
Motherson Sumi Wiring India Ltd (MSWIL) Q3FY22 vs Q2FY23 vs Q3FY23. (Rs in Crores) Exchange Exchange gain of gain of Exchange loss Revenues. EBITDA. Rs 06 crores Rs 08 crores of Rs.10 crores and one Growth Growth 400 time cost of 20. 0% 16% YoY / -8%QoQ 1,835 -14% YoY / -6%QoQ 350 Rs 04 crores 18. 0
Slide 6: MSWIL 9MFY22 vs 9MFY23
Motherson Sumi Wiring India Ltd (MSWIL) 9MFY22 vs 9MFY23. (Rs in Crores) Revenues. EBITDA. 12.8% 11.1% 18. 0% 750 Growth 5,193 Growth 16. 0% 31% YoY 650 577 13% YoY 550 509 14. 0% 3,973 450 12. 0% 10. 0% 350 250 532 577 8. 0% 6. 0% 150 4. 0% 50 (50) (23) 2. 0% 9M FY22 9M FY23 (150 ) 9M FY22 9M FY23
Slide 7: Reference Rates, Notes & Safe Harbour
Reference Rates, Notes & Safe Harbour. Copper and Exchange Rates. Notes. Average Q3 2021-22 Q2 2022-23 Q3 2022-23 1. Revenue represents Sales of products and services to the customers. LME Copper (USD / MT ) 9,698 7,742 8,006 2. EBITDA is Profit / (Loss) before exceptional items Copper (INR / KG) 77
Slide 8: Thank you
Thank you. Safe harbor The contents of this presentation are for informational purposes only and for the reader’s personal non-commercial use. The contents are intended, but not guaranteed, to be correct, complete, or absolutely accurate. This presentation also contains forward-looking statements ba
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