TALBROAUTONSE9 August 2022

Talbros Automotive Components Limited has informed the Exchange about Investor Presentation of Q1 - FY 23

Talbros Automotive Components Limited

TALBROS AUTOMOTIVE COMPONENTS LIMITED

Q 1 F Y 2 3 I NV ESTOR P R ES ENTATION A u g u s t 2 0 2 2

Safe Harbor

This presentation and the accompanying slides (the “Presentation”), which have been prepared by Talbros Automotive Components 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.

This presentation contains certain forward looking statements concerning the Company’s future business prospects and business profitability, which are subject to a

number of risks and uncertainties and the actual results could materially differ from those in such forward looking statements. The risks and uncertainties relating to

these statements include, but are not limited to, risks and uncertainties regarding fluctuations in earnings, our ability to manage growth, competition (both domestic

and international), economic growth in India and abroad, ability to attract and retain highly skilled professionals, time and cost over runs on contracts, our ability to

manage our international operations, government policies and actions regulations, interest and other fiscal costs generally prevailing in the economy. The company

does not undertake to make any announcement in case any of these forward looking statements become materially incorrect in future or update any forward looking

statements made from time to time by or on behalf of the company.

2

Talbros Automotive Components Ltd (TACL) - Group

Product Portfolio

Entities

TACL Group Turnover*(Rs. Crs)

Q1 FY22

Q1 FY23

Gaskets

TACL Standalone

Nippon Leakless Talbros Pvt Ltd

Forgings

TACL Standalone

Chassis Components

Anti Vibration Products & Hoses

Marelli Talbros Chassis Systems Pvt Ltd

Talbros Marugo Rubber Pvt Ltd

88

13

51

32

12

Q1 FY22 196

106

22

49

45

17

Q1 FY23 238

* Includes Other Income

Including Total Share of JV

3

New Multi year orders worth Rs. 400+ crores received

The order has been received for Domestic and Overseas Customers across all the divisions and varied segments. These orders are to be executed over a period of next 4-6 years

The order covers the following product lines

Gaskets

Heat Shields

Forgings

Chassis

Rubber

The order spans across newly invested technologies such as heat shields for which we have secured new customers in the Domestic PV space.

The Company has received orders from a new overseas customer through which we have entered in the Agri, Construction & off-road segment

Out of new orders, 18% account for Electric Vehicle (EVs) segment for leading established domestic OEM for PV segment

These orders will help us increase our share with existing customers and new customers across geographies which will help us grow and gain market share in the coming years

4

Q1 FY23 Consolidated Performance Highlights

Total Income from Operations

EBITDA

Profit After Tax*

154.7

138.8

19.1

20.7

11.9

10.0

Q1FY22

Q1FY23

Q1FY22

Q1FY23

Q1FY22

Q1FY23

+11%

+9%

+20%

Rs. Crores

^ Includes Other Income

* Excludes Exceptional Items

5

Q1 FY23 Standalone Business Performance Highlights

Total Income from Operations

EBITDA

105.6

88.0

14.1

11.5

+20%

+23%

Q1FY22

Q1FY23

Q1FY22

Q1FY23

Total Income from Operations

EBITDA

51.3

49.1

7.7

6.6

-4%

-14%

s t e k s a G

i

s g n g r o F

Q1FY22

Q1FY23

Q1FY22

Q1FY23

Rs. Crores

Includes Other Income

6

Consolidated Performance Highlights

Nippon Leakless Talbros

Marelli Talbros Chassis Systems

Talbros Marugo Rubber

22.0

13.0

45.1

32.2

16.6

12.2

+69%

+40%

+36%

Q1FY22

Q1FY23

Q1FY22

Q1FY23

Q1FY22

Q1FY23

4.5

2.7

4.1

3.3

0.77

0.85

+64%

+27%

+10%

Q1FY22

Q1FY23

Q1FY22

Q1FY23

Q1FY22

Q1FY23

s e u n e v e R

A D T I B E

Rs. Crores

^ Includes Other Income

7

Across varied segments…

* p u k a e r B c i t s e m o D

f o e p y T ( p u k a e r B

* ) t e k r a M

4%

11%

37%

8%

10%

26%

5%

13%

23%

22%

FY21

FY22

Q1FY23

28%

28%

32%

27%

26%

6%

5%

8%

5%

9%

4%

25%

FY21

23%

FY22

23%

Q1FY23

64%

64%

64%

*Proportionate Share of JV

2 & 3 Wheelers Passenger Vehicle HCV & LCV Agri & Off Loaders Others

OEM Exports After Market Others

8

Q1FY23 Consolidated Profit & Loss Statement

Particulars (Rs. In crores)

Revenue from Operations

Other Income

Total Revenue from Operations

Raw Material

Employee Cost

Other Expenses

EBITDA

EBITDA Margin

Depreciation

EBIT

EBIT Margin

Finance cost

Share of Profit from JVs

Profit before Tax (Before Exceptional Items)

Tax

Profit After Tax (Before Exceptional Items)

PAT Margin %

Exceptional Items

Capital Gain Tax on Exceptional Items

Profit After Tax

PAT Margin %

Q1FY23

Q1FY22

153.0

1.7 154.7

81.3

17.9

34.7 20.7

13.4%

5.5 15.2

9.8%

2.3

2.2 15.1

3.2 11.9

7.7%

0.0

0.0 11.9

7.7%

136.8

2.0 138.8

74.4

16.2

29.1 19.1

13.8%

5.8 13.3

9.6%

3.2

1.4 11.4

1.5 10.0

7.2%

0.0

0.0 10.0

7.2%

Y-o-Y

12%

11%

9%

14%

32%

20%

20%

Q4FY22

148.0

1.9 149.9

77.6

15.9

33.6 22.8

15.2%

5.8 17.1

11.4%

2.8

2.6 16.9

4.3 12.6

8.4%

0.0

0.0 12.6

8.4%

QoQ

3%

3%

-9%

-11%

-10%

-6%

-6%

FY22

577.2

7.7 584.9

306.5

65.1

130.2 83.2

14.2%

22.9 60.3

10.3%

11.8

7.8 56.4

11.5 44.9

7.7%

0.0

0.0 44.9

7.7%

9

MDs Comments

Commenting on the performance Mr. Anuj Talwar, Jt. Managing Director, Talbros Automotive Components Limited said:

Despite multiple challenges our industry has faced including rising raw material costs and disruptions in the supply chain for semi-conductors, our revenues increased by 11% YoY to Rs. 154 crores, EBITDA increased by 9% YoY to Rs. 21 crores, and PAT increased by 20% YoY to Rs. 12 crores.

I am glad to share that we have received multi year orders worth Rs. 400+ crores from domestic and overseas customers across all the divisions and varied segments. The order spans across newly invested technologies such as heat shields for which we have secured new customers in the Domestic PV space.

We have added new customers and entered new segments like the Agri, Construction & off-road segment. Out of new orders, 18% account for Electric Vehicle (EVs) segment for leading established domestic OEM for PV segment. These orders will help us increase our share with existing customers and new customers across geographies which will help us grow and gain market share in the coming years.

With easing supply chain restrictions, declining commodity costs, robust demand, new product launches, government initiatives, and the China plus one strategy, Talbros is in a sweet spot to grow at a faster pace and grab market share going ahead.

10

Hedged Portfolio…

Q1FY23 - Revenue Contribution

NLK 4%

Forgings

25%

TMR 4%

MTCS 12%

Gaskets

55%

Segments

Product Portfolio

Market Exposure

▪ 2 Wheelers

▪ 3Wheelers

▪ Gaskets

▪ OEMs

▪ Heat Shields

▪ After Market

▪ Passenger Vehicles

Forgings

▪ Commercial Vehicles

▪ Chassis Systems

▪ Agri / Off-Loaders

▪ Anti vibration

and Industrial

▪ Hoses

▪ Exports

▪ Others

Proportionate Share of JV

11

Having Diversified Customer base - Top 10 Customers

FY22

01

Maruti Suzuki India Limited

02

Bajaj Auto

03

TATA Cummins

04

Hero Motocorp Limited

05

Tata Motors Limited

06

BMW

07

Jaguar Land Rover Limited

08

DANA Italia

09

GKN Driveline Brunico S. P. A.

10

Suzuki Motors Gujarat Pvt. Ltd.

Including Total Share of JV

10%

9%

8%

7%

7%

5%

5%

5%

4%

3%

Q1FY23

01

Maruti Suzuki India Limited

10%

02

Bajaj Auto

03

Hero Motocorp Limited

04

Jaguar Land Rover Limited

05

TATA Cummins

06

TATA Motors Limited

07

BMW

08

DANA Export

09

FIAT India Private Limited

10

Others

6%

7%

7%

7%

6%

4%

4%

3%

46%

12

Venturing into EV

FORGINGS

o Supplying parts

for Plug-in hybrid

Electric Vehicles to OEMs globally

o Marelli Talbros is working on new RFQ’s for several Indian and global OEM’s for supporting development of future EV’s

o Marelli Talbros Supplies Critical Suspension Components to EV’s

Image is for illustrative purpose only

13

Substantial Improvement in Business

Total Income from Operations

EBITDA

Profit After Tax*

CAGR +29%

584.9

453.2

14.3%

14.2%

CAGR +29%

64.6

83.2

CAGR +84%

44.9

24.4

FY21

FY22

FY21

FY22

FY21

FY22

Return on Equity (RoE)

Return on Capital Employed (RoCE)

Debt / Equity

+ 910 bps

16.3%

11.0%

+ 920 bps

16.3%

12.1%

Debt has reduced by 31%

0.42

0.29

FY21

FY22

FY21

FY22

FY21

FY22

RoE = PAT / Avg. Equity ; RoCE = EBIT / Avg. Capital Employed (Equity + Total Debt)

All the ratios have been calculated on Consolidated Basis

* Excludes Exceptional Items

14

FY22 Consolidated Balance Sheet

ASSETS Non-current assets Property, plant and equipment Capital work in progress Investment property Intangible assets Investments accounted for using the equity method Financial assets Investments Other financial assets Current Tax Assets Other non-current assets Non-Current Assets

Current assets Inventories Financial assets Trade receivables Cash and cash equivalents Bank balances other than Cash and Cash equivalents Loans Other financial assets Other current assets Current Assets TOTAL - ASSETS

Mar-22

Mar-21

EQUITY AND LIABILITIES

Mar-22

Mar-21

153.3 3.3 3.0 0.9 59.5

38.4 1.9 2.1 4.5 266.9

145.4 3.0 3.1 1.2 51.7

21.5 1.6 0.0 2.5 230.0

114.3

102.1

151.5 1.0 4.3 4.3 2.3 24.9 302.6 569.5

155.0 2.7 9.1 4.4 3.0 22.5 298.9 528.9

Equity Equity Share capital Other equity Shareholders' funds

LIABILITIES Non-current liabilities Financial liabilities Borrowings Lease Liabilities Other financial liabilities Provisions Deferred tax liabilities (net) Other non-current liabilities Non-current liabilities

Current liabilities Financial liabilities Borrowings Lease Liabilities Trade payables Other financial liabilities Other current liabilities Provisions Current tax liabilities (net) Current liabilities TOTAL - EQUITY AND LIABILITIES

12.3 289.5 301.9

12.3 235.2 247.5

7.6 0.0 0.1 2.0 11.1 0.3 21.1

81.4 0.1 153.1 7.1 3.7 1.0 0.0 246.5 569.5

14.1 0.2 0.1 2.3 5.5 0.7 22.8

88.7 0.2 149.4 9.1 4.0 0.9 6.4 258.6 528.9

15

Gasket Business

Standalone – Total Income

292

333

265

287

382

106

FY18

FY19

FY20

FY21

FY22

Q1FY23

Segment wise Break Up*

Q1FY23 OEM Breakup*

7%

16%

8%

69%

3%

19%

24%

13%

5%

36%

Export

After Market

OEM

Others

2&3 Wheeler

Passenger Vehicle

*Excludes other income

MHCV

LCV

Agri and Off Loader Others

In – House tool design and manufacturing

~40% Market share in Gaskets 3x the nearest competitor

Market Leader in – Two Wheeler, Agri & Off Loaders, HCV

& LCV segment

Single Source Supplier for 5 of our customers

100% Asbestos Free player

Export orders from established international brands

Introduced dedicated Heat Shield line: critical for heat,

sound and vibration insulation

Signed up exclusive contract with SANWA for Light Weight

Aluminium Heat Shields which is used for automotive

applications specially in PV segment and is a futuristic

product technology

Value added features like Noise Reduction, Emission

Control, Heat Insulation at challenging temperatures and is

a widely used on new generation engines including Hybrid

and EVs

This product will be of a strong support to OEMs in

building BS-VI products

16

Standalone Business – Forgings

166

170

134

115

204

Exports 53%

48

Others 35%

OEM 12%

FY18

FY19

FY20

FY21

FY22

Q1FY23

▪ ▪

▪ ▪ ▪

▪ ▪

▪ ▪

Installation of 2,500 Ton Press completed In discussion with various Indian & European Tier 1 Customers for heavier forging products Started supplies for the order received from a European OEM

▪ ▪ ▪

Hero Motor Corp HMSI India Yamaha

▪ ▪ Moving towards heavier forged parts ▪

Currently, this segment is gaining momentum in both Domestic and overseas market

One stop solution for Hot Forging (750 to 2,500 Ton Press) In-House tool design and manufacturing Strong presence in Overseas Market & Supplier to top Tier I companies One Stop Solution for Die Design, Machine parts treatment (Normalizing and Carbohydrizing) Revenue for 9MFY22 stood at Rs 161 Cr Received order worth Rs. 25 cr to be delivered in FY22 for Plugin Hybrid EV

and Heat

Hero Motor Corp HMSI India Yamaha

Products - Various Types

▪ King Pins ▪ Gear Blanks ▪ Housing & Yoke Shafts

*Proportionate share of JV Revenue has been considered

* Includes other income

17

Strong Global Partnerships - Joint Ventures

Nippon Leakless Talbros Pvt Ltd (NLK)

Marelli Talbros Chassis Systems Pvt Ltd (MTC)

Talbros Marugo Rubber Pvt Ltd (TMR)

Nippon Leakless Corporation (Japan) - One of the largest global manufacturers of gaskets and a major Supplier for Honda

Established in 2005 with 40% Talbros Share

100% Sales to OEMs to Honda and Hero

▪ Magneti Marelli S.p.a (Milano) - A Fiat group company with annual revenue of over € 6 Bn

50:50 partnership commenced production in April 2012

100% Sales to OEMs

Significant share of Control Arms business from Maruti Suzuki and Tata

▪ Marugo Rubber Industries Ltd (Japan) - Global leader in supply of Anti-Vibration Product and Hoses

50:50 partnership commenced production in February 2013

100% Sales to OEMs predominantly Maruti Suzuki

Gaskets

▪ ▪ ▪ ▪ ▪

Hero Motor Corp HMSI India Yamaha Honda Car India Honda Siel Power Products

PRODUCTS

▪ ▪ ▪

Control Arms Front Axle Rear Axle

KEY CUSTOMERS

▪ Maruti Suzuki India ▪ Jaguar Land Rover ▪ Suzuki Motors Ltd ▪ Magna Steyr Fahrzeugtechn ▪

Bajaj Auto

▪ Engine Mounts ▪ Strut Mounts ▪ Mufflers & Hangers

▪ ▪ ▪

Suspension Bushes Rubber Bushes Hoses

▪ Maruti Suzuki ▪ QH Talbros ▪

Daimler India Commercial Vehicle Pvt Ltd, Tamilandu Suzuki Motors Gujarat Pvt Ltd

18

JV’s Performance Highlights - Total Income from Operations

Nippon Leakless Talbros

Marelli Talbros Chassis Systems

Talbros Marugo Rubber

117.9

122.1

106.0

83.4

74.2

109.0

129.7

136.8

124.3

164.6

52.0

40.8

45.8

41.0

54.7

FY18

FY19

FY20

FY21

FY22

FY18

FY19

FY20

FY21

FY22

FY18

FY19

FY20

FY21

FY22

Rs. Crores

Including Total Share of JV

19

About Us

One of the Most Hedged Auto Component Players

Over 6 Decades of experience in Auto Component manufacturing

Diversified Auto Component player with presence across Two Wheelers, Passenger, Commercial Vehicles and Farm Equipment's

Wide client base, ~40% revenue from top 5 clients

Businesses across OEMs, Exports and After Market

Four International Technology Tie-ups including 3 JVs for Best in Class Products

Diversified Portfolio - Gaskets, Forgings, Suspension Systems, Anti-vibration Products & Hoses

Consistent Dividend Pay-out over 50 years

20

Leadership Team driving Growth & Profitability

Anuj Talwar – Joint Managing Director

Is a Bachelor in Business Administration from college of William & Mary, Virgina, USA and Master of Business Administration from Boston University Graduate School of Management. He has been associated with the Company since 2008. He has over 16 years of rich experience in the Corporate Finance, Credit analysis and Auto Industry, coupled with his extensive knowledge, expertise in Business Development, International Marketing, General Management and focus on new tech. Mr. Anuj Talwar is looking after the performance and business growth of the Company and its Joint Ventures on regular basis. He has been successfully able to streamline – products, people perception and positioning of the Company.

Navin Juneja – Director & Group CFO

Is a B.Sc. (Mathematics) and Chartered Accountant (FCA). He is working as Finance Head of Talbros Group as its Group CFO. He is also a Director on Board of the Company. He advises the Company, its Joint Ventures and other Group Companies on Financial Management and Corporate Planning. He has more than 36 years of rich experience in Finance, Accounts, Treasury, Taxation and General Management. He has extensive experience in the development and implementation of strategic business plans.

21

Board of Directors

Mr. Naresh Talwar

Chairman

• Mr. Naresh Talwar, aged 80 years, is a Promoter and Non- Executive

Chairman of the Company. He has been associated with the Company since 1976. He was elected as Chairman of the Company on April 01, 2000.

• He is a graduate from St. Stephen College, Delhi University, having rich

experience in the automotive components industry for more than 53 years.

Mr. Varun Talwar

Joint Managing Director

Mr. Navin Juneja

Director

• Mr. Varun Talwar, aged 51 years, has done BS in Business Administration from Drexel University, Philadelphia USA. He has been associated with the Company since 2006.

• Worked overseas with Stoffel Seals Corporation i.e. a New York (NYC)

based Company besides American Express Bank (NYC). Has more than 24 years of experience in the IT, Auto Components & Health Care Industry

• Mr. Navin Juneja, aged 63 years, is a B.Sc. (Mathematics) and Chartered Accountant (FCA). He is working as Finance Head of Talbros Group as its Group CFO

• Advises various companies on financial management and corporate planning. He had more than 36 years of rich experience in Finance, Accounting and Strategic Planning

Mr. Deepak Jain

Independent Director

Mr. Deepak Jain has been appointed as an Additional Director w.e.f. 29th December, 2021. Mr. Deepak Jain is the Chairman & Managing Director of Lumax Industries Limited. An alumnus of Illinois Institute of Technology, USA in Operations Management and International Business, Mr Deepak Jain has experience of more than 20 years in the automotive industry.

Mr. Amit Burman

Independent Director

• Mr. Amit Burman, aged 51 years, has done MBA from University of Cambridge, UK and MSC in Industrial Engineering from Columbia University. He is an Independent Director on the Board of the Company • Has 24 years of rich experience. He has worked with Colgate Palmolive, Tishcon Corporation, NYC, USA. He is currently serving as Chairman of Dabur India Limited

Mr. Umesh Talwar

Vice Chairman & MD

• Mr. Umesh Talwar, has done B.Com (Hons) from Delhi University and MBA from XLRI, Jamshedpur. He has more than 44 years of rich experience in the automotive components industry. Associated with compnay since 1977 • Mr. Umesh Talwar is one of the Promoters of the Company and has been managing the affairs of the company as its Vice Chairman & Managing Director (VCMD) since 2000

Mr. Anuj Talwar

Joint Managing Director

• Mr. Anuj Talwar, aged 40 years, is a Bachelor in Business Administration from college of William & Mary, Virgina, USA and Master of Business Administration from Boston University Graduate School of Management • Associated with the Company since 2008. He had over 16 years of rich experience in the Corporate Finance, Credit analysis and Auto Industry

Mr. Vidur Talwar

Non-Executive Director

• Mr. Vidur Talwar, aged 49 years has done B.S. in Business Administration

and MBA in Finance from Drexel University, Philadelphia, PA

• Responsible for day-to-day operations of T&T Motors, dealers for Mercedes

Benz. He has more than 25 years of rich and varied experience in automotive components industry

Mr Anil Kumar Mehra Independent Director

• Mr. Anil Kumar Mehra, aged 76 years, is a Bachelor in Commerce (Hons.)

from Sri Ram College of Commerce, Delhi University. He is a fellow member of the Institute of Chartered Accountants of England and Wales and ICAI. • He is an Independent Director on the Board of the Company. He had over 39 years of rich experience in Statutory Audit, Internal Audit, Management Audit & Special Investigative Audit

Mr. Tarun Singhal

Independent Director

• Mr. Tarun Singhal, aged 63 years, is a B. Tech (E.E) from the Indian

Institute of Technology, Kanpur and is a retired top level executive with more than 41 years’ of experience including 22 years in the automotive industry in India and abroad. He is an Independent Director on the Board of the Company. Currently, he is a consultant providing consultancy to clients in the Auto Industry

Mrs. Priyanka Gulati Independent Director

• Ms. Priyanka Gulati, aged 43 years, is a member of the Institute of

Chartered Accountants of India. She is an Independent Director on the Board of the Company. Has more than 20 years of rich experience in management consulting & entrepreneurship. She has been associated with tier-1 consulting firms Accenture Management Consulting and Deloitte. She is also the founder and Director of Manthan Advisors

Mr. Ajay Kumar Vij

Independent Director

• Mr. Ajay Kumar Vij, aged 60 years, has done MBA from Punjab University,

Chandigarh, India. He is an Independent Director on the Board of the Company

• Co-Founder and CEO of Asian Healthcare Fund (AHF). He has wide

experience in identifying promising business opportunities, developing growth strategy, structuring global expansion and alliances

22

Executive Management

Mr. Manish Khanna

Mrs. Seema Narang

Chief Financial Officer A Qualified CA and MBA, he has over 17 years of experience with LeeBoy India Constructions, Doosan Infracore, Escorts Construction Equipment and Amforge Industries

Company Secretary She has over 29 years of experience in the secretarial department and has worked with Whirlpool of India and Aksh Optifibre Ltd

Mr. Suresh Sharma

Mr. Vivek Singh

President Operations – Gaskets Division He is an engineer and MBA (Operations). He has over 25 years of experience in the Auto Components sector and has worked with Munjal Showa, Endurance, JBM Auto and Omax Auto

President – Forging Division He holds a Mechanical Engineering degree and has a rich experience in manufacturing of more than two decades in varied sectors including Auto & Auto component, Railway signalling & Telecom, Geo Info Systems & IT technology and Powertrain.

Mr. Akira Iijima Managing Director – Nippon Leakless Talbros Pvt. Ltd. He holds diploma in engineering and has experience of 15 years working in the Gasket Industry. He has been associated with Nippon Leakless for over a decade. He is appointed as MD of Nippon Leakless Talbros Pvt Ltd WEF 1st March, 2021

Mr. Ashish Gupta

CEO – Magneti Marelli Talbros Chasis System Pvt. Ltd. He holds a BE degree and has over 24 years of experience with manufacturing companies in India, Europe & CIS

Mr. Toshiya Morimoto

Managing Director – Talbros Marugo Rubber Pvt. Ltd He is an Engineer and has an experience of over 37 years and has worked with Sanyo Electric Co. Limited

23

Scope of Joint Ventures

Strut Mount

Steering Bush

Rear Twist Beam Axle

Fuel Hose

Front Cross Members

Engine Mount

Suspension Arms Bush

Air Hose

Control Arms

Knuckles

Exhaust Hanger

MMT Existing Business

MMT Planned for Future

TMR Existing Business

TMR Planned for Future

Wheel Group + Corner Module

24

Evolving Product Portfolio

Revenue FY07

Gasket 100%

JV with Marugo Rubber

Evolution Continues...

JV with Magneti Marelli

Hoses

Hoses

Acquired Sheet Metal, Entry into Forgings, JV with NLK - Gaskets

TA with SANWA

Anti Vibration Products

Anti Vibration Products

Chassis Systems

Chassis Systems

Chassis Systems

Heat Shields

Heat Shields

Heat Shields Revenue FY22

Heat Shields

TAA with Nippon Leakless

Sheet Metal

Sheet Metal

Market Leader in Gaskets

Forgings

Forgings

Forgings

Non Asbestos Gaskets

Non Asbestos Gaskets

Non Asbestos Gaskets

Anti-Vibration and Hose Sheet Metal 4%

Suspension Forgings System 11%

Non Asbestos Gaskets

Forging 28%

Sheet Metal

Sheet Metal

Gasket 57%

Forgings

Forgings

Non Asbestos Gaskets

Non Asbestos Gaskets

Gasket

1956

Gasket

2005

Gasket

2007

Gasket

2009

Gasket

2011

Gasket

2013

Gasket

2014

25

Diversified Customer - OEM

e s a B r e m o t s u C d e g d e H

2 Wheeler

Passenger

HCV/LCV

Agri & Off Loader

Agri & Off Loader

26

Equity

Consistently paying Dividend for the decade

1.2

1.2

1.2

1.2

1.5

1.5

1.5

1.5

1.8

In Rs.

2.5

2.0

0.5

FY11

FY12

FY13

FY14

FY15

FY16

FY17

FY18

FY19

FY20

FY21

FY22

41.6%

44.5%

45.6%

46.3%

51.5%

53.9%

54.0%

56.6%

56.6%

56.6%

56.6%

58.2%

58.2%

58.2%

Promoter Shareholding

Jun-10

Jun-11

Jun-12

Jun-13

Jun-14

Jun-15

Jun-16

Dec-16

Mar-17

Mar-18

Mar-19

Mar-20

Mar-21

Mar-22

27

Appreciation From Customers

28

Customer Awards for Best Performances

ACMA Atmanirbhar Excellence Awards 2022

Award from Jaguar Land Rover for Gasket Business 2022

Award from Jaguar Land Rover for Forgings Business 2022

Quality improvement contest award –Kirloskar Oil Engines Ltd 2021

JLKR-Q certificate-2021

Quality improvement contest award – Kirloskar Oil Engines Ltd. 2020

Appreciation certificate for NPD support –Cummins 2020

Appreciation award for NPD support –Cummins 2020

ACMA 16th Quality Circle Competition 2019

HR Association India Gold Award 2019

Toyota Kirloskar Zero Defect Supplies 2018

11th CII National Competitiveness & Cluster Summit 2018 Kaizen Award – 2nd

Toyota Kirloskar Achieving targets in Quality 2018

PNGI HR Excellence Award 2018

Eicher Engine Supplier Meet 2018

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For further information, please contact:

Company :

Investor Relations Advisors :

Talbros Automotive Components Ltd. CIN: L29199HR1956PLC033107

Strategic Growth Advisors Pvt. Ltd. CIN: U74140MH2010PTC204285

Ms. Seema Narang seema_narang@talbros.com

Mr. Shogun Jain / Mr. Deven Dhruva shogun.jain@sgapl.net / deven.dhruva@sgapl.net

www.talbros.com

Tel: +91 77383 77756 / +91 98333 73300 www.sgapl.net

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