Automotive Axles Limited · NSE:AUTOAXLES
Automotive Axles — B&K Securities Annual Institutional Investor Conference: TRINITY INDIA 2023
12 slides from Automotive Axles's conference presentation, May 29, 2023
Slide 1: Investor Presentation Intimation Letter to Exchanges
AUTOMOTIVE AXLES LIMITED 29th May 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/Madam,
Slide 2: Automotive Axles Limited
Meritor KALYANI AUTOMOTIVE AXLES LIMITED May 2023 Propnetary CMentor, 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: Transaction strengthens Cummins Meritor powertrain range
Transaction strengthens Cummins Meritor industry-leading range of powertrain components and accelerate development of electrified power solutions. Feb’22- Global Press release of Cummins Inc. acquisition of Meritor Inc. Jan’23- Acquisition of Automotive Axles Limited shares by Cummins Inc. as per co
Slide 5: Automotive Axles Limited
AUTOMOTIVE AXLES LIMITED AAL established in April 21,1981 is a leading supplier of drivetrains, braking, suspension system and aftermarket for commercial vehicles and industrial markets. s a leading global Meritor is a supplier of drivetrain, leading global supplier mobility, braking, of drivetrain,
Slide 6: Diverse End Markets and Major Customers
DIVERSE End Markets and Major Customers Diverse End Markets Major Customers ~ ASHOK LEYLAND Koi M anzi/ Door Nahin .r. TATA ~ fflahindra DAIMLER smL ISUZU Oeill'II« India Conwniereiaf Vdlieles F\1. Ltd. After Market = VE COMMERCIAL VEHICLES : A VOL-..0 GROUP ANO EICHER MOTORS JOlNT VENTURE BHARAT FO
Slide 7: Financial Results
FINANCIAL RESULTS Values in INR Mn Q4 FY23 Performance 12 months FY23 Performance Sales Sales 6943 26 % 56 % 5527 23286 14949 Q4 FY23 Q4 FY22 YTD FY23 YTD FY22 EBIDTA EBIDTA 26 % 89 % 790 625 2624 1389 11.3% 11.3% 9.3% 11.4% YTD FY23 YTD FY22 Q4 FY23 Q4 FY22 PBT 680 516 PBT 2181 118% 1001 32 % 9.3%
Slide 8: FY22-23 NPD Launch
FY22-23 NPD LAUNCH MS 109 MS 185 160 EVO Dia 325 Brakes \____ __________ _/ 15i 18TG BGS Dia 394 Brakes Dia 360 Brakes '\__ ____________) 7 Pcopnetary CMentor, Inc 2021
Slide 9: ESG Initiatives
CIRCULAR ECONOMY Destination Zero 80% of Power consumption through renewable energy by 2028 CIRCULAR ECONOMY ENERGY ESG Initiatives Reducing packaging in Supply chain r1:~_1_4w ~Y~~ Employee safety, Reduce emission in Diversify and health and fair Supply chain Changing consumer inclusion initiatives
Slide 10: Mission 25 Growth Strategy
Mission 25 Growth Strategy AAL Vs MHCV Market Growth -..... ₹ 1,942 ₹2,329 ₹ 1,088 ₹ 1,149 ₹ 1,558 ₹ 1,494 ₹ 683 ₹ 462 ₹ 960 ₹ 913 M&HCV Production 476 Volume in '000s 360 363 375 297 407 225 286 251 197 Revenue in ₹ Cr 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 2022-23
Slide 11: Key Actions to Manage Business Successfully
Key Actions to Manage Business Successfully Employee Well-Being AatmaNirbhar Bharat ...~-"',... CT.J11WJC011Cclbn ~-:=:: #e.lllt& Jib~, • Alternative technology/ c.,...,r,_ 0 r,,_,. Disruptive innovations/Value Engineering (J r«:t:/:f.d ~ --~-MC,~ ~.y '.!)""bo••.,.,,~,........ 0..n &lopl!c ... ,,_.,
Slide 12: C Meritor
Meritor C KALYANI Proprie,ary@-Meritor. Inc., 2019