Suprajit Engineering Limited · NSE:SUPRAJIT

Suprajit Engineering — Investor Presentation (June 2020)

29 slides from Suprajit Engineering's investor presentation, Jun 23, 2020

1. Slide 1: Cover letter to stock exchanges: Investor Presentation

   Suprajit Registered & Corporate Office : #100 &. 101, Bommasandra Industrial Area, Engineering Bengaluru - 560 099. Tel: +91-80-43421100, Fax: +91-80-27833279 E-mail: info@supraJlt.com Web: http://www.suprajit.com • Limited Corporate Identity Number (CIN) : L29199KA1985PLC006934 June 23, 2020 Ref: 5

2. Slide 2: Marching Ahead with Confidence

   Marching Ahead with Confidence Suprajit Engineering Limited Inventors’ Presentation June 2020 A Global Leader in Control Cables and Halogen Lamps 1

3. Slide 3: Overview

   Overview Core business, Group and 1 Organization structure 4 Financials. 2 Customer Profile Milestones, Strengths 5 and Accolades 3 Strategy – Suprajit 2.0 A Global Leader A Global in Control Leader in Control Cables and Cables and Halogen Halogen LampsBulbs…… 2

4. Slide 4: Core Business, Group and Organization Structure

   Core Business, Group and Organization Structure A Global Leader in Control Cables and Halogen Lamps 3

5. Slide 5: Exhaustive Range of Cables

   Exhaustive Range of Cables… Indicative List of Our Products Used in a 4W  Park Brake Cables  Clutch Cables  Starter Cables  Throttle Cables  Door Latch Cables  Push‐Pull Cables  Mirror Cables  Tail Gate Cables  Gear Shifter Cables  Tyre lifting Cables  Fuel Filler cables  Hood Lock & Rel

6. Slide 6: ..and Halogen Bulbs

   ..and Halogen Bulbs. A Global Leader A Global in Control Leader in Control Cables and Cables and Halogen Halogen LampsBulbs…… 5

7. Slide 7: Best in class facilities

   Best in class facilities  World‐class manufacturing with operations IATF 16949 certified.  Global standards in manufacturing, testing and quality assurance.  Vertical process integration for key processes and optimized supply chain. IATF 16949 Plants A Global Leader A Global in Control Leader in

8. Slide 8: Suprajit Group Structure

   Suprajit Group Stucture Suprajit Engineering Limited 100% Suprajit Suprajit Suprajit USA, Suprajit Phoenix Lamps Division (3 plants) Europe Automotive Foundation (Erstwhile Phoenix Lamps Limited, Inc (SEU) (SAL) (CSR Arm) merged with Suprajit recently) 100% 100% 100% Wescon Controls LLC Luxlite Trif

9. Slide 9: Leadership team

   Leadership team K. Ajith Kumar Rai Founder & Chairman N.S.Mohan Managing Director Medappa Gowda J CFO & CS Akhilesh Rai Director & CSO Ashutosh Rai Head - STC Financial CS Controller A Global Leader A Global in Control Leader in Control Cables and Cables and Halogen Halogen LampsBulbs…… 8

10. Slide 10: Group overview

    Group overview  Top 3/ 5 in cables / halogen lamps.  Dominant supplier in Indian Automotive Industry.  Preferred Supplier to both Domestic and Overseas Customers (OEMs and Aftermarket).  Exports to 50+ countries.  Strong presence in nonautomotive cables in US/North American markets through Wesc

11. Slide 11: Customer Profile

    Customer Profile

12. Slide 12: Customers - automotive

    Customers ‐ automotive A Global Leader A Global in Control Leader in Control Cables and Cables and Halogen Halogen LampsBulbs…… 11

13. Slide 13: Customers - 2 wheeler

    Customers – 2 wheeler A Global Leader A Global in Control Leader in Control Cables and Cables and Halogen Halogen LampsBulbs…… 12

14. Slide 14: Customers - Non automotive

    Customers – Non automotive A Global Leader A Global in Control Leader in Control Cables and Cables and Halogen Halogen LampsBulbs…… 13

15. Slide 15: Customers (> US$ 3 million)

    Customers (> US$ 3 million) Hero Moto Corp Yamaha Bajaj Auto VW Group TVS M&M Honda Group Lumax John Deere Group Osram MTD Ford Toro Piaggio BMW Renault Nissan Royal Enfield A Global Leader A Global in Control Leader in Control Cables and Cables and Halogen Halogen LampsBulbs…… 14

16. Slide 16: Strategy - Suprajit 2.0

    Strategy – Suprajit 2.0

17. Slide 17: Strategy - Derisk & Grow Profitably

    Strategy – Derisk & Grow Profitably 1985 2020 Single Two Three Four Non‐Auto, Multiple Segment wheeler wheeler wheeler, Exports Segments CVs Aft‐mkt Bajaj Tata Motors, German, Japanese Single TVS Motor and NA 4W OEMs, John Deere Multiple Hero Honda Swaraj Mazda, Customer Company Kubota Customers Yam

18. Slide 18: Strategy - 3 brands

    Strategy – 3 brands Suprajit Engineering Phoenix Lamps Wescon Controls Automotive Cables Halogen Lamps Non‐Automotive cables • 14 manufacturing facilities in • 3 manufacturing facilities in • Manufacturing facility in India including EOU for non‐ India. Wichita, Kansas, USA. automotive. • 2 marketin

19. Slide 19: Global Footprint

    Global Footprint Suprajit Europe – UK Distribution, Marketing, Tech Centre Luxlite, Luxembourg Trifa, Germany Marketing, Customer Support, Germany Distribution Wescon Wichita * Manufacturing and Engineering Suprajit Europe ‐ Slovenia Suprajit USA, Detroit, Marketing, Distribution Purchasing Office,

20. Slide 20: Financials

    Financials

21. Slide 21: Capacities

    Capacities Cable Capacity 350 Revenue Split 300 (In millions) 300 250 250 250 220 250 212 210 200 180 175 200 Bulbs, 157 150 140 140 18% 125 125 150 115 105 100 FY 19‐20 90 80 100 66 50 Cables, 82% 0 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Cables Produced Cable Capacity Cables – 300 m

22. Slide 22: Robust Financials (Group)

    Robust Financials (Group) Robust growth in net sales… …Sustained EBIDTA growth 224.31 220.49 32.84 30.86 (USD Mn) 28.50 169.66 13.56 10.92 86.32 7.93 65.27 48.89 4.18 29.15 FY09 FY11 FY13 FY15 FY17 FY19 FY20 FY09 FY11 FY13 FY15 FY17 FY19 FY20 Low Long Term Liabilities / Equity... ….High EBIDTA margi

23. Slide 23: Segmental and Geographic Synergies

    Segmental and Geographic Synergies 1% 21% 20% 2.5% Category-wise 22% 20% FY FY FY 18-19 23% 19-20 01-02 21% 96,5% 36% 37% Automotive 2‐wheeler Aftermarket Non‐automotive 1% Geography‐wise FY FY 41% FY 39% 59% 18-19 61% 19-20 01-02 99% Global Domestic A Global Leader A Global in Control Leader in Con

24. Slide 24: Milestones, Strengths and Accolades

    Milestones, Strengths and Accolades A Global Leader in Control Cables and Halogen Lamps 23

25. Slide 25: Key milestones in our journey

    Key milestones in our journey • Consolidating position as established global mechanical cable marker; diversifying and de- risking revenue profile • New plant at SAL, Bangalore and Pathredi • Listing of shares in NSE and BSE • Acquisition of Speedo cable business (4W • India’s largest cable marker b

26. Slide 26: Suprajit Strengths

    Suprajit Strengths  Mass manufacturer with competitive cost advantage.  High productivity and low overhead costs.  Excellent customer rapport.  A proprietary class `B’ item, giving a strategic relationship advantage.  Best in-class manufacturing system.  Excellent R&D system.  Best supply cha

27. Slide 27: Awards and recognitions

    Awards and recognitions  Volkswagen – ‘A’ Grade Supplier Award, Quality Performance Award. Customer awards and recognitions  Honda Motor Cycles and Scooters – Quality and Delivery Achievement Award.  General Motors - Supplier Quality Excellence Award (3 years in a row).  John Deere – Accelerated

28. Slide 28: 300 Million Cables, 110 Million Halogen Bulbs, One Goal

    300 Million Cables 110 Million Halogen Bulbs One Goal Customer Satisfaction

29. Slide 29: THANK YOU

    THANK YOU www.suprajit.com A Global Leader in Control Cables and Halogen Lamps 28

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