0 3-Ma rch-20 20 Inv estor Presenta tion 1 Mr. Ga uta m Cha tterjee, MD & CEO Mum ba i 1
Safe Harbour Statem ent 1 In this docum ent, w e have disclosed forw ard-looking inform ation to enable investors to com prehend our prospects and take investm ent decisions. This docum ent and other statem ents–w ritten and oral–that w e periodically m ake, contain forw ard-looking statem ents that set out anticipated results based on the m anagem ent’s plans and assum ptions. We cannot guarantee that these forw ard-looking statem ents w ill be realised, although w e believe w e have been prudent in our assum ptions. The achievem ents of results are subject to risks, uncertainties and even inaccurate assum ptions. In this docum ent, w e have assessed our perform ance versus our nearest com petitor using publicly available inform ation and our internal assessm ent of m arket perform ance triangulating inform ation from different sources. Readers should keep this in m ind. Should know n or unknow n risks or uncertainties m aterialise, or should underlying assum ptions prove inaccurate, actual results could vary m aterially from those anticipated, estim ated or projected. W e undertake no obligation to publicly update any forw ard-looking statem ent or com parative assessm ents, w hether as a result of any new inform ation, future events or otherw ise. We accept no responsibility for any loss and/ or dam ages, risks and/ or liabilities, w hich m ay be incurred and/ or suffered by any investor on account of or arising from the use of the inform ation by investors. We m ake no w arranties of any kind, w hether express or im plied, as to the adequacy of such inform ation for any intended purpose of the investors. 2
Resilient India 1 It is the Best of Tim es It is the Age of Wisdom Absolute Electoral Majority for Single Party We must be an early mover in EV It is the Epoch of Belief It is the Season of Light India will be a $5 Trillion Economy Every Indian Village has got Electricity It is the Spring of Hope Demographic advantage will propel us faster 3
Over a Hundred years 1 Witness to … Serv ing since 1916 Age 104 Years 2 World Wars Partition of India Opening up of Economy (1991) Decline and withering away of many Indian companies who were the Dom inant Players of their times Swamping of many sectors with Im ported products Social, Economic and Technology disruptions The advent of the Best of Battery com panies from Japan, Europe, China and USA in India The retreat of Global Battery Manufacturing com panies from India 4
Technology – Ahead of Tim e, All the Tim e 1 First to Launch PP Batteries First to Launch Submarine Batteries First to Launch Tubular Inverter Batteries First and only one to make Plante Batteries First to Launch ISS Batteries First to Launch EFB Batteries First to Launch Ultra Auto and Industrial Batteries First to Launch Punched Grid Batteries 5
Our Legacy inspires us 1 During World War I, Chloride Engineers developed a battery to 1914-1918 Serv ing since 1916 operate airplane radio sets and First Fa ctory 1946 numerous radio stations Exide batteries provided power The Sta tesm a n, 1950 s for Piccard's balloon flight 5-Oct-1920 Exide battery was the first Tim es of Ind ia , indigenous component in Maruti 29 -Dec-1927 198 0 s car which till then had all imported components During Kargil war , overnight, 1999 Exide geared up its production of batteries for Bofors field guns The list goes on … 6
Our Achievem ents drive us 1 Since inception, Exide has remained Market Leader in the Lead Acid Battery industry in India, each year every year 10 0 + years of posting Profit and paying Dividend year z after year–a rare feat, even globally In several African Countries, irrespective of Brand, ‘batteries’ are known as ‘Exide'! 7
Agenda 1 1. Exide Overview 2. Market Leadership in a Challenging Environm ent 3. Making Exide ‘Future Proof’ 4. Robust Financial Health 5. Benchm arking with Com petition 6. Way Forward 8
Agenda 1 1. Exide Overview 2. Market Leadership in a Challenging Environment 3. Making Exide ‘Future Proof’ 4. Robust Financial Health 5. Benchmarking with Competition 6. Way Forward 9
Exide Industries Lim ited – bird’s eye view 1 W id e Ap p lica tion Area s (revenue share) INDUSTRIAL AUTOMOTIVE OTHERS 1. Four wheeler 1. Submarines 1. Industrial UPS 2. Three wheeler 2. Chargers 2. Renewable Energy 3. Two wheeler 3. Solar projects 3. Power & Projects 4. Tractor 4. Telecom 5. E-rickshaw 5. Traction 6. Inverter 6. Railways 7. Home UPS 7. Miner’s cap 9 Ma nufa cturing 150 + W a rehouses & 4 8 ,0 0 0 + Direct & Ind irect Pla nts Sa les Offices Dea lers Autom otiv e Ba ttery 57 Mn Ca p a city 5,30 0 + 50 + Countries - exp ort 5 Bn Ah Ind ustria l Ba ttery Em p loy ees d estina tions Ca p a city 10
Board of Directors and Shareholding Pattern 1 Chairman and Vice Chairman & Non-Executive Mr. Bharat Dhirajlal Shah Mr. R.B. Raheja Independent Director Director Managing Director & Mr. Gautam Chatterjee Mr. Subir Chakraborty Deputy Managing Director Chief Executive Officer Director – Finance & Chief Mr. Arun Mittal Director – Automotive Mr. A. K. Mukherjee Financial Officer Shareholding Pattern of EIL Mr. Nawshir H. Mirza Independent Director [CATEGORY NAME], Mr. Surin Kapadia Independent Director [VALUE] [CATEGORY NAME], [VALUE] Ms. Mona N. Desai Independent Director [CATEGORY Mr. Sudhir Chand Independent Director NAME], [VALUE] As of 31 st Decem ber, 2019 11
Subsidiaries 1 Indian EIL’s sha re a Exide Life Insurance Company Limited 100% b Chloride Power Systems & Solutions Limited 100% c Chloride Metals Limited 100% d Exide Leclanche Energy Private Limited 74.99% e Chloride International Limited 100% Foreign EIL’s sha re a Chloride Batteries S.E. Asia Pte Limited (Singapore) 100% b Associated Battery Manufacturers (Ceylon) Limited (Sri Lanka) 61.5% c 100% ESPEX Batteries Limited (United Kingdom) 12
Exide Leadership 1 Managing Director and Chief Executive Officer Mr. Gautam Chatterjee Director-Finance and Deputy Managing Director Chief Financial Officer Mr. Subir Chakraborty Mr. A.K. Mukherjee Director Automotive President Industrial Mr. Arun Mittal Mr. Avik Roy 13
Overview of “Business Verticals” and “Enablers” 1 Business Verticals Autom otiv e, Ind ustria l, Subm a rine Enablers Technology , Ma nufa cturing, Bra nd , Hum a n Resources 14
Overview of “Business Verticals” and “Enablers” 1 Business Verticals Autom otiv e, Ind ustria l, Subm a rine Enablers Technology , Ma nufa cturing, Bra nd , Hum a n Resources 15
Exide is the m arket leader in Autom otive Battery m arket 1 Exide is the m arket leader in all Autom otive application in domestic market 4-Wheeler 3-Wheeler Wide range: 3 Ah for two wheelers to 200 Ah for HCVs Wide choice of Warranty period: 12 months to 77 months (flat + pro-rata) Strong International presence 2-Wheeler E-Rickshaw 16
Exide wins in m arket by building trust with OEM custom ers 1 We serve them all … We offer the best to our custom ers 4W State of the Art Global Technology Installed capacity at m ultiple locations to cater to OEM plant locations 3W JIT supply to accommodate fluctuations in OEM demand 2W PAN India dealer and service network Because of space constraint, logos of some of the OEM customers are depicted here • All product names, logos, brands, and registered trademarks are property of their respective owners and • used here for identification purpose only. 17
OEM’s have relied on Exide for their m ajor launches 1 Som e of the Major Launches of 20 19 and Upcom ing Launches where Exide has 10 0 % share New OEMs in India such as Morris Garages and Kia Motors have relied on Exide Batteries Hyundai trusted on Exide Kia Seltos MG Hector Batteries for launching ‘Venue’ – their first offering of Connected Vehicle in India We are the only supplier to upcom ing Tata Motors Tata Motors Hyundai Venue Gravitas Gravitas All product names, logos, brands, and registered trademarks are property of their respective owners and used here for identification purpose only. • 18
Overview of “Business Verticals” and “Enablers” 1 Business Verticals Autom otiv e, Ind ustria l, Subm a rine Enablers Technology , Ma nufa cturing, Bra nd , Hum a n Resources 19
Exide is a reliable storage power solution provider to Industry 1 Power Solar Exports Exide is the m arket leader in all Industrial applications except Telecom Industrial Lead Acid Batteries ranging from applications 7 Ah to 320 0 Ah for wide range Traction of applications Railways Strong International presence: In over 50 countries Projects Telecom UPS 20
Overview of “Business Verticals” and “Enablers” 1 Business Verticals Autom otiv e, Ind ustria l, Subm a rine Enablers Technology , Ma nufa cturing, Bra nd , Hum a n Resources 21
Recommend
More recommend
