Automotive Axles Limited · NSE:AUTOAXLES
Automotive Axles — Q2 FY23 Earnings Presentation
11 slides from Automotive Axles's earnings presentation, Nov 9, 2022
Slide 1: Automotive Axles Limited – Intimation of Investor Presentation
AUTOMOTIVE AXLES LIMITED 9th November 2022 The BSE Limited National Stock Exchange 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/Madam, Sub:
Slide 2: Kalyani Automotive Axles Limited – November 2022
KALYANI AUTOMOTIVE AXLES LIMITED November 2022 p,opnet:ary CM,ootor, Irie .. 2021
Slide 3: Cummins-Meritor: Better Together
CUMMINS-MERITOR : BETTER TOGETHER 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 relationship wi
Slide 4: Snapshot Q2 FY23
SNAPSHOT Q2 FY23 Particulars (Mn INR) 22-23 ( 6 M) FY 21-22 FY 20-21 FY 19-20 Revenue 9772 14949 9126 9597 EBIDTA 1043 1389 729 1010 PBT 821 1001 302 600 MANUFACTURING LOCATIONS - 4 Manufacturing locations Mysore, Jamshedpur, Pantnagar, Hosur EQUITY SHARE: Meritor Inc, USA – 35.5%, Kalyani Group – 3
Slide 5: Sustainability Road Map - Mission 2028
SUSTAINABILITY ROAD MAP - MISSION 2028 Meritor India - Sustainability Road Map SUSTAINABILITY SIX PILLAR MODEL Excellence in Sustainability • Achieving ISO 26000 for CSR assurance • Projects for sustenance of all initiatives 2028 Carbon Neutral • Deming Certification • ISO 14067 standard (Carbon foo
Slide 6: Circular Economy
CIRCULAR ECONOMY SUSTAINABILITY SIX PILLA R MODEL Circular Economy is a frame work aiming at achieving Sustainability across end to end Supply chain CIRCULAR Sustainability Sl# ESG Initiatives ECONOMY Pillar Connect 1 Reducing packaging in Supply chain A&B ENERGY 2 Diversify and inclusion initiative
Slide 7: Diverse End Markets and Major Customers
DIVERSE End Markets and Major Customers Diverse End Markets Major Customers ~ ASHOK LEVLANCI G Aa~llo Je-e • 1H amari Jeet TATA v7L) mahindra DA MLER Doimle, 1odi. C!Jmmoe!dal 1/!hde, M Ud, smL ISUZU = VE COMMERCIAL VEHICLES = A VOLVO GROUP IIND !!ICH~ MOTORS JOINT \1£ TIJTIE BH ARAT FO'RG IE i':ALY
Slide 8: Financial Results
FINANCIAL Results Values in INR Mn Q2 FY23 Performance H1 FY23 Performance Sales 4759 Sales 9772 ➔ 54 % ➔ 3100 73 % 5661 Q2 FY22 Q2 FY21 H1 FY22 H1 FY21 " "" ::J ::J , , EBIDTA EBIDTA ➔ 152 % ➔ 516 45 % 232 1043 399 10.7% 7.0% 10.9% 7.5% H1 FY22 H1 FY21 Q2 FY22 Q2 FY21 PBT 405 139 PBT 821 217 ➔ 121%
Slide 9: Growth through Mission 25 Strategy
GROWTH through Mission 25 Strategy AAL Vs MHCV Market Growth ₹ 1,942 - ₹ 1,149 ₹ 1,558 ₹ 1,494 ₹ 683 ₹ 1,088 ₹ 960 ₹ 913 ₹ 462 M&HCV Production 476 Volume in '000s 360 363 375 297 375 225 286 251 197 Revenue in ₹ Cr 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 2022-23 F (6
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 Gold Award in Cost savings category by AL and plant level Specifi
Slide 11: Meritor
4 MERITOR AUN WITH TH• IIULL Proprterary@Merilor Inc , 2019