SANDHARNSE3 February 2022

Sandhar Technologies Limited has informed the Exchange about Investor Presentation

Sandhar Technologies Limited

Ref: STL I REG-30/ BSE/ NSE/ 2021-2022/99

Dated: 03rd February, 2022

To, Department of Corporate Services, BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai - 400 001

SANDHAR

Growth. Motivation. Better Life

To, Listing Department, National Stock Exchange of India Limited C-1, G-Block, Bandra-Kurla Complex Sandra, (E), Mumbai- 400 051

BSE Code: 541163; NSE: SANDHAR

Sub: Intimation to Stock Exchange- Investor Presentation in connection with Un-Audited Standalone & Consolidated Financial Results for the quarter and nine months ended 3P' December,2021

Dear Sir/Madam,

Pursuant to Regulation 30 of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the copy of Investor Presentation in connection with Un-Audited Standalone & Consolidated Financial Results for the quarter and nine months ended 31st December, 2021, the same is uploaded on the website of the Company www.sandhargroup.com

Kindly take the same on record.

Thanking you,

Encl.: As above

Sandhar Technologies Limited

Corporate Office: 13, Sector-44, Gurugram-122002, Haryana, India. Ph:+91-124-4518900 Registered Office : B-6/20, Local Shopping Complex, Safdarjung Enclave, New Delhi- 110029, India, Ph:+91-11-40511800 Email - enquiries@sandhar.in; website - www.sandhargroup.com; CIN - L74999DL1987PLC029553

Haridwar Unit

INVESTORS PRESENTATION Q3 & 9M FY 21-22 Performance

Safe Harbour

This presentation and the accompanying slides (the “Presentation”), which have been prepared by Sandhar Technologies Ltd. (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 tire 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.

Key Highlights

Strong performance in 9 Months of FY’22 despite Covid, increase in commodity prices, negative sentiments in the market and worldwide chip shortage. While revenue stood at Rs. 1,645 Crs. registering an impressive growth of 34% over corresponding 9 Months of FY’21 the PAT grew by 100%.

Industry Updates Industry registered a growth of 8% where as Sandhar has achieved an impressive growth of 34% over 9 Months period ended December’21 vs Corresponding Period of FY’21.

Financials (9 Months FY’22 vs 9 Months FY’21)

Consolidated • Revenue at Rs. 1,645 Crs. up by 34% • EBITDA at Rs. 148 Crs. up by 25% • Cash Profit at Rs. 115 Crs. up by 26% • Cash EPS of Rs. 19 vs Rs. 15 up by 26%

Standalone • Revenue at Rs. 1,372 Crs. up by 32% • EBITDA at Rs. 118 Crs. up by 24% • Cash Profit at Rs. 95 Crs. up by 22% • Cash EPS of Rs. 16 vs Rs. 13 up by 23%

34%25%46%72%54%8%4%24%37%-10%Overall Growth2W4WCVOHVSandhar Rev Gr %Industry Sales vol. Gr %Our Footprint

44 State of-art-the-manufacturing facilities Technical collaboration & Joint Ventures with South Korea, Japan & Taiwan

Inauguration Ceremony of Sandhar Technologies Limited, Nalagarh Unit I

Products

Plant Inside View

Inauguration (14 December 2021)

Handle

Muffler

Paint Shop

Muffler Line

Frame

Frame Line

Shot Blasting

Products

Start of Production

Total Capex

Incentives Considered

Total Net Outflows

Estimated Revenue FY’23

Handle, Muffler, Frame

January’ 2022

57 Crs.

25 Crs.

32 Crs.

113 Crs.

Auto Component PLI Scheme

Sandhar has successfully applied for the Production Linked Incentive (PLI) Scheme

Targeted minimum Investment of Rs. 250 Crores over next 5 Years

Minimum sales achievement of Rs. 25 Crs. in the first year of the eligible products with YoY growth of minimum 25% to 30%

Incentives ranging from 8% to 13% based on the turnover slabs achieved

Sandhar to continue investing in development of products and advance technology for EV vehicles

Targeted New Products for 2 Wheeler Segment

Keyless Solutions

USB Charger

DC–DC Convertor

Battery Charger

Battery and BMS

Motor Controller

Wiring Harness

BLDC Hub Motor

2/3/2022

7 7

Targeted New Products for 2 Wheeler Segment

Targeted New Products for 4 Wheeler Segment

Revenue Model

Key Customers

Segment wise Revenue Share

2 W

OHV

2 Wheelers 55%

4 Wheelers 24%

OHV, Tractors 16%

Others 5%

Vertical wise Revenue Share

Proprietary

Sheet Metal & Allied

Overseas Business

Cabins & Fabrication

Die Casting

After Market

36%

19%

16%

15%

12%

9M-FY 22 Financial Snapshot (fig. in Rs. Crs)

Consolidated

Standalone

GR Vs LY

34%

GR Vs LY

25%

GR Vs LY 32%

GR Vs LY 24%

GR Vs LY 96%

GR Vs LY

100%

GR Vs LY

50%

GR Vs LY

46%

Impacted due to increasing trend in commodity prices over QoQ and unsettled by the customers

1,042 1,372 9M FY 219M FY 22Revenue95 118 9%9%9M FY 219M FY 22EBITDA38 57 4%4%0%10%9M FY 219M FY 22EBT1,229 1,645 9M FY 219M FY 22Revenue118 148 10%9%4%9%14%9M FY 219M FY 22EBITDA27 53 2%3%9M FY 219M FY 22EBT28 41 3%3%0%5%10%010203040509M FY 219M FY 22PAT18 36 1%2%0%2%4%6%8%10%010203040509M FY 219M FY 22PATQ3-FY 22 Financial Snapshot (fig. in Rs. Crs)

Consolidated

Standalone

GR Vs LY 3%

GR Vs LY 25%

GR Vs LY 0.4%

GR Vs LY

25%

GR Vs LY 45%

GR Vs LY 55%

GR Vs LY 38%

GR Vs LY 45%

Impacted due to increasing trend in commodity prices over QoQ and unsettled by the customers

597 613 Q3 FY 21Q3 FY 22Revenue72 54 12%9%0%2%4%6%8%10%12%14%16%18%20% - 10 20 30 40 50 60 70 80Q3 FY 21Q3 FY 22EBITDA40 22 7%4%0%5%10%15% - 10 20 30 40 50Q3 FY 21Q3 FY 22EBT513 515 Q3 FY 21Q3 FY 22Revenue60 45 12%9%Q3 FY 21Q3 FY 22EBITDA39 24 8%5%01020304050Q3 FY 21Q3 FY 22EBT29 13 5%2%0%7%14%05101520253035Q3 FY 21Q3 FY 22PAT29 16 6%3%Q3 FY 21Q3 FY 22PATProfit & Loss Statement (fig. in Rs. Crs)

* EPS not annualized for quarter & 9 Months

ParticularsQ3 FY 22Q3 FY 21Q2 FY 229M FY229M FY21Total Revenue613 597 620 1,645 1,229 ExpensesCost of materials 381 348 373 984 709 Labour cost45 50 49 131 111 Personnel expenses34 34 35 100 87 Other expenses100 93 102 281 204 Total expenses559 525 558 1,497 1,111 EBITDA54 72 62 148 118 EBITDA %9%12%10%9%10%Finance costs4 5 4 12 12 Depreciation25 24 25 73 70 Profit before tax25 44 34 63 36 PBT %4%7%5%4%3%Losses from JV3 3 4 10 9 Profit before tax after JV losses22 40 30 53 27 Tax Expenses8 11 8 17 10 Net profit 13 29 21 36 18 Net Profit %2%5%3%2%1%Other comprehensive income8 (1) (1) 7 (1) Total comprehensive income22 29 21 44 16 Comprehensive Income %4%5%3%3%1%Cash Profit40 55 48 115 91 Earnings Per Share (EPS)*2 5 4 6 3 Cash Earning Per Share (CEPS)*7 9 8 19 15 ConsolidatedParticularsQ3 FY 22Q3 FY 21Q2 FY 229M FY229M FY21Total Revenue515 513 538 1,372 1,042 ExpensesCost of materials 350 325 358 915 661 Labour cost38 41 40 105 91 Personnel expenses22 23 23 67 60 Other expenses60 64 65 168 136 Total expenses470 453 486 1,255 947 EBITDA45 60 52 118 95 EBITDA %9%12%10%9%9%Finance costs2 3 2 6 7 Depreciation19 18 18 54 51 Profit before tax24 39 32 57 38 PBT %5%8%6%4%4%Tax Expenses8 10 8 16 10 Net profit 16 29 24 41 28 Net Profit %3%6%4%3%3%Other comprehensive income(0) (2) (0) (1) (3) Total comprehensive income16 27 24 40 25 Comprehensive Income %3%5%4%3%2%Cash Profit35 47 42 95 79 Earnings Per Share (EPS)*3 5 4 7 5 Cash Earning Per Share (CEPS)*6 8 7 16 13 StandaloneWOS Performance (fig in Rs. Crs)

46%

33%

857%

JV’s Performance (50%) (fig in Rs. Crs)

21%

15%

187.18 273.80 9M FY 219M FY 22Revenue(0.83)6.25 9M FY 219M FY 22EBT23.48 31.20 9M FY 219M FY 22EBITDA42.22 51.24 9M FY 219M FY 22Revenue(5.87)(5.32)9M FY 219M FY 22EBITDA(9.00)(10.37)9M FY 219M FY 22PATTHANK YOU

Sandhar Technologies Limited Corporate Office: Plot No. 13, Sector 44, Gurugram-122001, Haryana- India CIN: L74999DL1987PLC029553 Website: www.sandhargroup.com Email: investors@sandhar.in (For Retail Investors) Investors.relations@sandhar.in (For Institutional investors)

← All Transcripts SANDHAR Stock Page →

Sandhar Technologies Limited has informed the Exchange about Investor Presentation

Market Movers