TALBROAUTONSE11 November 2022

Talbros Automotive Components Limited has informed the Exchange about Investor Presentation

Talbros Automotive Components Limited

talbr^o)B Talbros Automotive

Components Ltd. w w w . t a l b r o s . c o m

11th November, 2022 The Bombay Stock Exchange Ltd. Phiroze Jeejeebhoy Towers, Dalai Street, Fort Mumbai - 400 001

The National Stock Exchange of India Ltd. Exchange Plaza, 5th Floor, Plot No. C/1, G Block, Bandra Kurla Complex, Bandra (East), Mumbai - 400 051

Scrip Code-505160

Company Code - TALBROAUTO

Sub: Q2 & HI FY23 Investor Presentation

Dear Sir/ Madam,

Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith Q2 & HI FY23 Investor Presentation.

The Investor Presentation will also be available on the website of https://www.talbros.com.

the Company at

This is for your information and record.

Thanking you,

Yours Sincerely For Talbros Automotive Components Limited

Seema Narang Company Secretary

•h

regd. Office : 14/1 , mathura road, faridabad-121003 haryana, india . ph: + 91 129 2275434/35/36/37 . fax : +91 129 2277240, 2272263 . e-mail: talbros@talbros.com CIN : L29199HR1956PLC033107

TALBROS AUTOMOTIVE COMPONENTS LIMITED

D(pry

*»

Q 2 & H1 F Y 2 3 I NV ESTOR P R ES ENTATI ON N o v e m b e r 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.

Talbros Automotive Components Ltd (TACL) - Group

Product Portfolio

Entities

TACL Group Turnover*(Rs. Crs)

H1 FY22

H1 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

179

106

H1 FY22 418

213

103

100

H1 FY23 499

* Includes Other Income

Including Total Share of JV

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.

Further, 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

Q2FY23 Consolidated Performance Highlights

Total Income from Operations

EBITDA

Profit After Tax*

145.7

162.2

20.4

22.1

13.1

11.1

Q2FY22

Q2FY23

Q2FY22

Q2FY23

Q2FY22

Q2FY23

+11%

+8%

+18%

Rs. Crores

^ Includes Other Income

* Excludes Exceptional Items

H1 FY23 Consolidated Performance Highlights

Total Income from Operations

EBITDA

Profit After Tax*

284.5

316.9

39.5

42.9

25.0

21.1

HFY22

H1FY23

H1FY22

H1FY23

H1FY22

H1FY23

+11%

+9%

+18%

Rs. Crores

^ Includes Other Income

* Excludes Exceptional Items

Q2 FY23 Standalone Business Performance Highlights

Total Income from Operations

EBITDA

s t e k s a G

s g n g r o F

90.9

107.3

12.4

14.5

+18%

+17%

Q2FY22

Q2FY23

Q2FY22

Q2FY23

Total Income from Operations

EBITDA

55.0

54.7

7.9

7.5

-1%

-5%

Q2FY22

Q2FY23

Q2FY22

Q2FY23

Rs. Crores

Includes Other Income

H1 FY23 Standalone Business Performance Highlights

Total Income from Operations

EBITDA

s t e k s a G

s g n g r o F

178.9

213.1

23.9

28.6

+19%

+20%

H1FY22

H1FY23

H1FY22

H1FY23

Total Income from Operations

EBITDA

106.2

102.9

15.6

14.1

-3%

-9%

H1FY22

H1FY23

H1FY22

H1FY23

Rs. Crores

Includes Other Income

Consolidated Performance Highlights

Nippon Leakless Talbros

Marelli Talbros Chassis Systems

Talbros Marugo Rubber

s e u n e v e R

A D T I B E

23.0

25.5

54.8

40.3

+11%

+36%

19.6

12.4

+58%

Q2FY22

Q2FY23

Q2FY22

Q2FY23

Q2FY22

Q2FY23

5.6

5.8

5.4

4.0

1.02

+3%

+33%

0.30

+238%

Q2FY22

Q2FY23

Q2FY2

Q2FY23

Q2FY22

Q2FY23

Rs. Crores

^ Includes Other Income

Consolidated Performance Highlights

Nippon Leakless Talbros

Marelli Talbros Chassis Systems

Talbros Marugo Rubber

s e u n e v e R

A D T I B E

47.5

36.0

99.9

72.5

36.2

24.6

+32%

+38%

+47%

H1FY22

H1FY23

H1FY22

H1FY23

H1FY22

H1FY23

10.3

8.4

9.5

7.3

1.90

+23%

+30%

1.10

+74%

H1FY22

H1FY23

H1FY22

H1FY23

H1FY22

H1FY23

Rs. Crores

^ Includes Other Income

* P r o p o r t i o n a t e S h a r e o f

J V

1 1

A c r o s s v a r i e d s e g m e n t s …

Breakup (Type of Market)*

Domestic Breakup*

2 5 %

F Y 2 1

2 3 %

F Y 2 2

2 5 %

H 1 F Y 2 3

III

O E M

E x p o r t s

A f t e r

M a r k e t

6 4 %

O t h e r s

5 %

6 %

2 6 %

1 1 %

4 %

2 2 %

F Y 2 1

3 7 %

5 %

8 %

4 %

8 %

2 8 %

F Y 2 2

2 4 %

H 1 F Y 2 3

2 8 %

3 3 %

8 %

1 0 %

2 6 %

9 %

1 0 %

2 4 %

O t h e r s

A g r i

& O

f f

L o a d e r s

H C V & L C V

2 & 3 W h e e e r s

P a s s e n g e r V e h i c l e

Q2 & H1 FY23 Consolidated Profit & Loss Statement

Particulars (Rs. In crores)

Revenue from Operations

Other Income

Total revenue from Operation

Raw Material

Employee Cost

Other Expenses

EBITDA

EBITDA Margin

Depreciation

EBIT

EBIT Margin

Finance cost

Share of Profit from JVs

Profit before Tax

Tax

Profit After Tax

PAT Margin %

Q2FY23

Q2FY22

160.7

1.4

162.2

86.4

18.1

35.5

22.1

144.0

1.7

145.7

74.3

16.1

34.9

20.4

13.6%

14.0%

6.0

16.1

9.9%

2.7

3.0

16.5

3.4

13.1

8.0%

5.9

14.5

10.0%

3.0

2.2

13.8

2.6

11.1

7.6%

Y-o-Y

12%

11%

20%

17%

Q1FY23

152.97

1.71

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%

QoQ

10%

H1FY23

H1FY22

313.7

3.1

316.9

167.8

35.9

70.3

42.9

280.8

3.7

284.5

148.7

32.3

64.0

39.5

13.5%

13.9%

11.6

31.3

9.9%

4.9

5.2

31.6

6.6

25.0

7.9%

11.7

27.8

9.8%

6.2

3.6

25.2

4.1

21.1

7.4%

Y-o-Y

12%

11%

12%

25%

18%

Q2 & H1 FY23 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

Sep-22

Mar-22

EQUITY AND LIABILITIES

Sep-22

Mar-22

159.7 3.4 2.9 0.9 64.8

44.7 2.8 - 2.4 281.6

153.3 3.3 3.0 0.9 59.5

38.4 1.9 2.1 4.5 266.9

130.9

114.3

162.4 1.6 2.6 4.5 1.7 34.8 338.5 620.0

151.5 1.0 4.3 4.3 2.3 24.9 302.6 569.5

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

12.3 317.5 329.8

12.3 289.5 301.9

6.5 0.0 0.1 2.2 12.1 0.1 21.1

93.0 0.1 161.8 8.3 4.8 1.0 0.0 269.1 620.0

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

Q2 & H1 FY23 Consolidated Cash Flow Statement

Particulars (Rs in Cr)

PBT

Adjustments

Operating profit before working capital changes

Changes in working capital

Cash generated from operations

Direct taxes paid (net of refund)

Net Cash from Operating Activities

Net Cash from Investing Activities

Net Cash from Financing Activities

Net Change in cash and cash equivalents

Opening Cash Balance

Closing Cash Balance

H1FY23

H1FY22

31.6

9.9

41.5

-26.0

15.5

-4.9

10.6

-14.7

3.7

-0.4

2.1

1.6

25.2

14.3

39.5

-11.9

27.6

-10.0

17.7

-8.5

-10.9

-1.7

2.7

1.0

MDs Comments

/ / I I

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

The Company has been consistently delivering strong financial performance over the last 7-8 quarters. In Q2FY23, the Company registered its highest ever quarterly sales of Rs. 161 crores, a growth of 12% YoY. EBITDA and PAT have also grown 8% and 17% to Rs. 22 crores and Rs. 13 crores, respectively. This has been due to increased volumes and improved efficiencies.

During the first quarter, the Company had received multi-year orders worth Rs. 400 crores from domestic and overseas customers across all the divisions including for EV’s and varied segments. In Q2 FY23, the Company has begun implementation of these orders. We have begun the trails and our customers are vey happy with the quality of our products. 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 is also in advance talks with multiple OEMs for new orders. We have invested heavily in new technologies for upgrading our products which 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

Our joint ventures are also doing well, and we plan to grow them by double digits in the future.

The issue of semi-conductors has been resolved with most of our customers. 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

I I I /

* Excludes Exceptional Items

^ Includes other income

Substantial Improvement in Business

Total Income from Operations

EBITDA

Profit After Tax*

c 2

CAGR +29%

584.9

453.2

14.3%

14.2%

CAGR +29%

c ^

83.2

64.6

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

Hedged Portfolio…

H1 FY23 - Revenue Contribution

NLK 5%

Forgings

26%

TMR 4%

MTCS 12%

Gaskets

53%

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

Having Diversified Customer base - Top 10 Customers

FY22

Maruti Suzuki India Limited

Bajaj Auto

TATA Cummins

Hero Motocorp Limited

Tata Motors Limited

BMW

Jaguar Land Rover Limited

DANA Italia

GKN Driveline Brunico S. P. A.

Suzuki Motors Gujarat Pvt. Ltd.

Including Total Share of JV

10%

H1 FY23

Maruti Suzuki India Limited

11%

TATA Motors Limited

Jaguar Land Rover Limited

Bajaj Auto

Hero Motocorp

BMW

TATA CUMMINS

DANA ITALIA SRL

Hero Motorcycle & Scooter India Private Limited

Others

41%

Venturing into EV

FORGINGS

talbrfofe

Autenwtue Components

o Supplying parts

for Plug-in hybrid

Electric Vehicles to OEMs globally

talbr(ofe I

MARELLI

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

1—

Image is for illustrative purpose only

Gasket Business

Standalone – Total Income

292

333

265

287

382

213

FY18

FY19

FY20

FY21

FY22

H1FY23

Segment wise Break Up*

H1 FY23 OEM Breakup*

17%

69%

10%

31%

14%

16%

28%

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

Standalone Business – Forgings

166

170

134

115

204

103

51.4%

41.5%

7.2%

FY18

FY19

FY20

FY21

FY22

H1 FY23

OEM Exports

Others

▪ ▪

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

Strong Global Partnerships - Joint Ventures

o talbrfofe II MARELLI

talbrfofe

Autenwtue Components

Nippon Leakless Talbros Pvt Ltd (NLK)

Talbros Marugo Rubber Pvt Ltd (TMR)

y NIPPON LEAKLESS CORPORATION

▪

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

▪

Marelli Talbros Chassis Systems Pvt Ltd (MTC)

50:50 partnership commenced production in April 2012

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

izn

Significant share of Control Arms business from Maruti Suzuki and Tata

100% Sales to OEMs

PRODUCTS

▪

▪ 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

▪ ▪ ▪

Control Arms Front Axle Rear Axle

▪ Engine Mounts ▪ Strut Mounts ▪ Mufflers & Hangers

▪ ▪ ▪

Suspension Bushes Rubber Bushes Hoses

KEY CUSTOMERS

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

Bajaj Auto

▪ Maruti Suzuki ▪ QH Talbros ▪

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

▪

Gaskets

▪ ▪ ▪ ▪ ▪

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

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

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

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.

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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

S c o p e o f

J o n t V e n t u r e s

S t r u t

M o u n t

S t e e r i n g B u s h

F u e

H o s e

A x l e

R e a r T w i s t B e a m

E x i s t i n g B u s i n e s s

P a n n e d f o r F u t u r e

M M T

E x i s t i n g B u s i n e s s

P a n n e d f o r F u t u r e

T M R

A i r H o s e

A r m

s B u s h

S u s p e n s i o n

E n g n e M o u n t

F r o n t C r o s s

M e m b e r s

C o n t r o

A r m

K n u c k l e s

E x h a u s t H a n g e r

W h e e

G r o u p

+ C o r n e r

M o d u e

2 8

Evolving Product Portfolio

Revenue FY07

Gasket 100%

JV with Marugo Rubber

Evolution Continues...

JV with Magneti Marelli

Hoses

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

TA with SANWA

Anti Vibration Products

Chassis Systems

Heat Shields

Heat Shields Revenue FY22

Heat Shields

TAA with Nippon Leakless

Sheet Metal

Market Leader in Gaskets

Forgings

Non Asbestos Gaskets

Anti-Vibration and Hose Sheet Metal 4%

Suspension Forgings System 11%

Non Asbestos Gaskets

Forging 28%

Sheet Metal

Gasket 57%

Forgings

Non Asbestos Gaskets

Gasket

1956

Gasket

2005

Gasket

2007

2009

2011

2013

Gasket

2014

Diversified Customer - OEM

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HONDA

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MAXIFORCE

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MARUTI SUZUKI

FORCE

Equity

Consistently paying Dividend for the decade

1.2

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%

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

Appreciation From Customers

General Motors Company 30001 Van Dyke Avenue Warren, Ml 48083 www.gm.com

Dear Supplier,

Congratulations for being awarded our GM Supplier Quality Excellence Award for the 2019 calendar year! As previously communicated in the award notification letter sent out in March, this year we are distributing certificates instead of award plaques due to the unprecedented events with COVID-19. In order to speed up the process (due to on-site office access limiting the ability to send hard copies),certificates will be distributed electronically to the awarded manufacturing location by your assigned GM SQE.

Congratulations again for your outstanding performance in 2019 and for being a valued partner. We thank you for your continued understanding and support during these unprecedented times.

Warm regards,

KCcharcLVemuynch Richard Deniuynck,

Executive Director, Global Supplier Quality & Development

^ ASHOK LEYLAND

CERTIFICATE OF APPRECIATION

This Certificate is awarded to

TALBROS AUTOMOTIVE COMPONENTS LTD

(HARYANA )

We congratulate and appreciate your persistent efforts in maintaining higher levels of capability and performance and being in QUAD A for the period Q3 of FY20 . We look forward to your continued efforts to achieve benchmark levels of quality performance.

Mr C R»}endran Head - Supplier Quality

Mr Vh/ek Agrawal Head - Procurement

G E U E U L M O T O R S

Supplier Quality Excellence Award 2019 Presented to: TALBROS AUTOMOTIVE COMPONENTS LTD 650061286

For your outstanding 2019 performance to General Motors.

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Rick Demuynck Executive Director Supplier Quality & Development 01/01/2020

Jewel Shi Jewel Shi Director GM International Operations 01/01/2020

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Customer Awards for Best Performances

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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

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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

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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

For further information, please contact:

Company :

Investor Relations Advisors :

talbrfofe

Automotive Components\.

geostrategic Growth 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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