Lumax Industries Limited Investor Presentation – November 2017
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Lumax Industries Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third party statements and projections. 2
DK Jain Group Seven Decade 27 Strong Manufacturing Facilities Leader in 3 R&D Centres Automotive (India) Lighting & Gear & 1 Design Shifters Centre (Taiwan) 14 Entities in 8 Over 8,000 States Employees 3
Two Listed Entities Lumax Industries Limited Group Revenue Break Up (%) FY 17 Revenue of Rs. 2,500 Cr Products & Services End-to-end Automotive Lighting Solutions Partnerships • Stanley – Japan 41 7 • SL Corporation - Korea Lumax Auto Technologies Limited Products & Services Intake Systems, Integrated Plastic modules, 2-wheeler Chassis & Lighting, Gear Shifters, Seat Structures & Mechanisms, LED Lighting, Aerospace & Defence Engineering Services, Aftermarket, Electrical & Electronics components, Telematics Products and Services, Oxygen Sensors 52 Partnerships Lumax Industries Limited • Cornaglia SPA - Italy • Sipal SPA – Italy Lumax Auto Technologies Limited • Alpine – Japan • Mannoh Industrial Co. Other Entities • Ituran – Israel Limited – Japan • FAE - Spain • Gill Industries Inc. – USA • Austem Co. Limited – Korea 4
Vision, Mission, Purpose To be a Sustainable, Respected & Profitable Brand with a Global Presence, that continues to enhance stakeholder value & exceed customer expectations as the preferred supplier To be a Lean, Profitable, Diversified & Learning Organization that is highly responsive, energetic & innovative by involving people as partners & attaining highest levels of quality, excellence & technology across our domains To create a Happy, Safe, Participative, Proud & Admirable Place to Work that inspires individuals to consistently deliver total customer satisfaction 5
Diversified Product Range – 4-wheelers & CV Telematics Products and Services Destination Boards for Commercial Vehicle 6
Diversified Product Range – 2-wheelers 7
Fostering Partnerships to Deliver Excellence Japan Italy Japan Korea JV for Lighting and other JV for Gear Shifters JV for Lighting JV for Emission Systems automotive parts Relationship Since 2008 Relationship Since 1984 Relationship Since 1997 Relationship Since 2007 50% in Lumax Cornaglia Auto 45% in Lumax Mannoh 37.5% in Lumax Industries 78.72% in SL Lumax Limited Allied Technologies Limited Limited Technologies Pvt Limited USA Spain Israel Italy Japan Korea JV for Integrated JV for Seat Frames, Exclusive JV for Oxygen Sensors JV for Telematics Logistic Support Structures and Distributorship Products and Services Mechanism Engineering Agreement 2017 Relationship Since 2013 Relationship Since 2015 2017 Relationship Since 2014 51% in Lumax FAE 50% in Lumax Gill-Austem 49% in Lumax SIPAL 50% in Lumax Ituran Technologies Pvt Limited Auto Technologies Pvt Limited Engineering Pvt Limited Telematics Pvt Limited 8
27 Locations close to Customers State Mfg Locations # Haryana Bawal 1 Dharuhera 1 Gurugram 2 Manesar 3 Maharashtra Pune 8 Waluj 2 Karnataka Bengaluru 2 Gujarat Sanand 1 Facilities Location Mehsana 1 Gurugram, Manesar, R&D Centre Tamil Nadu Sriperumbudur 1 Pune Design Centre Taiwan Uttarakhand Haridwar 1 Corporate HQ Gurugram Pantnagar 3 After Market Himachal Gurugram Kale Amb 1 Division Pradesh Total 27 27 Plants in 7 States Lumax Industries Limited & Lumax Auto Technologies Limited, along with its subsidiaries, JVs & Associates Map not to scale. All data, information and maps are provided “as is” without warranty or any 9 representation of accuracy, timeliness or completeness
Enhanced 360°Customer View Understand the Customer • A real understanding of varying customer needs & the capability to deliver outstanding results Experienced Team Environmental Conscious • Environment-conscious work practices • Highly Qualified & Experienced workforce of dedicated professionals Research & Development Technology Leadership • Government approved 3 R&D • Partnerships with global players provides facilities & 1 Overseas Design competitive edge Centre in Taiwan • Avant-garde technology at par with the best players worldwide Global Footprints Faster Turnaround • Global footprint through exports • Lightning-fast turnaround time & impressive speed to market 10
Relationships with Diversified Customers Two Wheeler Commercial Vehicle Four Wheeler 11
Relationships with Diversified Customers… Tractor/FES Export Defence & Aero Space … Strong After Market Exports Presence 12
Lumax Industries Limited Leadership in Automotive Lighting 13
Milestones 1985: Setup a manufacturing unit in 1981: Lumax Gurugram, Haryana. Industries Pvt Limited The company went 1945: Founded a established after public & is listed on partnership firm taking over 1997-98 the stock exchange ‘Globe Auto partnership firm Industries’ as a Globe Auto Industries Trading concern 1984: TA signed with 1956-57: Set-up Stanley, Japan for 1994 dedicated unit for 1997: Joint Venture Lighting Equipment Automotive Lighting agreement with SL Equipment in Delhi Lumax Limited. Further Equity 1977-79: Setup 1985 participation by manufacturing units in 1994: Equity Stanley, Japan Faridabad, Haryana participation of and Pune, Stanley, Japan in 1998: Set-up Maharashtra Lumax Industries manufacturing unit at Limited 1981-84 Dharuhera, Haryana Manufacturing unit setup in Aurangabad, Maharashtra 1945-80 14
Milestones …2005 -2017 a period of strategic expansion 2010: Setup a manufacturing plant in Haridwar, Uttarakhand 2007: Further Equity 2011: Setup participation by manufacturing plants in Stanley, Japan Bawal, Haryana; 2008: Setup 2017 Sanand, Gujarat & manufacturing plant in Bidadi, Karnataka. Also Pantnagar, setup a R&D centre at Uttarakhand & Pune expansion of 2014-16 2017: Further Dharuhera and expansion at Sanand, Chakan plants. Also Gujarat facility 2003: Demerger setup a R&D centre at Lumax Industries Gurugram 2010-13 2014: The Company 2005: Setup completed 25 years of manufacturing unit in listing on BSE Chakan, Maharashtra 2015: The Company 2006-09 received the TPM award from JIPM 2016: Opening of Design Centre in 2002-05 Taiwan 15
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