TALBROAUTONSE16 May 2023

Talbros Automotive Components Limited has informed the Exchange about Investor Presentation

Talbros Automotive Components Limited

talbr(o)5 Talbros Automotive

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

16th May, 2023

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: 04 & FY 2022-23 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 Q4 & FY 2022-23 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

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

talbn

Q 4 & F Y 2 3 I NV ESTOR P R ES ENTATI ON M a y 2 0 2 3

Talbros Automotive Components Ltd (TACL) - Group

Product Portfolio

Entities

TACL Group Turnover*(Rs. Crs.)

Gaskets & Heat Shields

TACL Standalone

Nippon Leakless Talbros Pvt Ltd

Forgings

TACL Standalone

FY22

382

204

FY22 879

Chassis Components

Anti Vibration Products & Hoses

Marelli Talbros Chassis Systems Pvt Ltd

165

Talbros Marugo Rubber Pvt Ltd

FY23

434

219

210

FY23 1,037

Highest ever group turnover; Rs. 1,000 crores + for the 1st time at TACL

* Includes Other Income

Including Total Share of JV

New Multi year orders worth over Rs. 1000 crores received

TACL has received new multi years orders over Rs. 1,000 crores from both, domestic and overseas customers across its business divisions, product segments and JVs. These orders are to be executed over a period of next 5 years covering the company's product lines – gaskets, heat shields, forgings and chassis. These orders will help us increase our share with existing customers and new customers across geographies thereby gaining market share in coming years.

~Rs. 400 Crs.

~Rs. 420 Crs.

~Rs. 150 Crs.

~Rs. 60 Crs.

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.

18% account for Electric Vehicles segment for leading domestic OEM for PV Segment.

Orders received from a leading established domestic OEM for the Electric Vehicles (EV) for over Rs. 160 crores over 5 years.

Received orders from new customers for multiple auto parts for multiple applications.

Received orders from new OEM customers in the non-automotive segment for export markets.

Orders received through its JV: Talbros Marugo Rubber for Rubber Hoses which will be directly used to facilitate the E20 fuel mechanism from multiple passenger vehicle OEMs in India.

The Government of India has laid down a target of achieving 20% ethanol blending in petrol by 2025 which will be known as E20. With the use of Biofuel, it will help reduce pollution levels and imports of crude oil in our country.

Orders received in the heat shield business from a leading passenger vehicle (PV) OEM in India.

This order will help us increase our domestic market share which will help us grow in the coming years.

Q4 & FY23 Consolidated Performance Highlights

Total Income from Operations^

EBITDA^

Profit After Tax*

+18%

176.9

+17%

26.8

149.9

22.8

+34%

16.9

12.6

Q4FY22

Q4FY23

Q4FY22

Q4FY23

Q4FY22

Q4FY23

+12%

653.4

584.9

+12%

93.5

83.2

+24%

55.6

44.9

3 2 Y F 4 Q

3 2 Y F

FY22

FY23

FY22

FY23

FY22

FY23

Rs. Crores

^ Includes Other Income

* Excludes Exceptional Items

Q4 FY23 Consolidated Performance Highlights

Gasket & Heat Shield

+17%

118.7

101.6

Forgings

+22%

58.9

48.1

MTCS

+11%

NLT

+8%

49.3

54.5

18.6

20.1

TMR

+68%

28.8

17.1

Q4FY22

Q4FY23

Q4FY22

Q4FY23

Q4FY22

Q4FY23

Q4FY22

Q4FY23

Q4FY22

Q4FY23

I-

+13%

16.9

15.0

+29%

10.2

+27%

6.2

7.9

4.9

+14%

4.1

3.6

+144%

3.9

1.6

s e u n e v e R

A D T I B E

Q4FY22

Q4FY23

Q4FY22

Q4FY23

Q4FY22

Q4FY23

Q4FY22

Q4FY23

Q4FY22

Q4FY23

Rs. Crores

Includes Other Income

FY23 Consolidated Performance Highlights

Gasket & Heat Shield

Forgings

+14%

+7%

381.8

434.2

203.7

218.7

MTCS

+27%

NLT

+19%

TMR

+55%

209.6

88.6

84.8

164.6

74.2

54.7

FY22

FY23

FY22

FY23

FY22

FY23

FY22

FY23

FY22

FY23

I-

+12%

59.9

53.5

+14%

33.8

29.6

+34%

21.8

16.3

+19%

19.1

16.0

+196%

7.1

2.4

s e u n e v e R

A D T I B E

FY22

FY23

FY22

FY23

FY22

FY23

FY22

FY23

FY22

FY23

Rs. Crores

Includes Other Income

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

11%

37%

22%

FY21

10%

26%

FY22

28%

11%

22%

13%

FY23

28%

26%

28%

26%

25%

FY21

23%

FY22

25%

FY23

64%

63%

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

OEM Exports After Market Others

*Proportionate Share of JV

Strong Balance Sheet

Return on Equity (RoE)

Return on Capital Employed (RoCE)

Debt / Equity

+ 20 bps

+ 30 bps

16.3%

16.5%

16.3%

16.6%

0.29

0.24

FY22

FY23

FY22

FY23

FY22

FY23

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

Q4 & FY23 Consolidated Profit & Loss Statement

Particulars (Rs. 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 %

Q4 FY23

Q4 FY22

174.9

1.9

176.9

96.9

17.5

35.6

26.8

15.2%

5.9

21.0

11.9%

3.1

3.6

21.4

4.5

16.9

9.5%

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%

Y-o-Y

18%

17%

23%

27%

34%

FY23

647.2

6.2

653.4

351.1

70.7

138.1

93.5

14.3%

23.7

69.8

10.7%

11.3

11.9

70.3

14.7

55.6

8.5%

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%

YoY

12%

16%

25%

24%

Consolidated Balance Sheet

ASSETS (Rs. Cr.) 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

v : : < i I < : i : : i

i : : I f : I t : : : I

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

: I t i

i : : I

: i

: : { : i

Mar-23

Mar-22

168.0 4.8 2.8 0.7 71.4

55.3 2.8 2.2 3.6 311.6

132.5

168.5 5.3 2.8 3.9 1.4 29.8 344.2 655.8

(cid:127)>

(cid:127) j

153.3 3.3 3.0 0.9 59.5

38.4 1.9 2.1 4.5 266.9

114.3

151.5 2.1 3.3 4.3 2.3 24.9 302.6 569.5

EQUITY AND LIABILITIES (Rs. Crs.) Equity Equity Share capital Other equity Shareholders’ Funds

LIABILITIES Non-current liabilities Financial liabilities Borrowings 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 Liabilities TOTAL - EQUITY AND LIABILITIES

Mar-23

Mar-22

12.3 355.2 367.5

6.1 0.2 2.0 14.5 0.8 23.6

80.8 0.1 168.9 8.4 5.3 1.2 264.6 655.8

: i : s i i

i i t

: i i : i :

12.3 289.5 301.9

7.6 0.1 2.0 11.1 0.2 21.1

81.4 0.1 153.1 7.1 3.8 1.0 246.5 569.5

(cid:127) !

Consolidated Cash Flow Statement

Particulars (Rs. Crores)

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

FY23

70.3

22.1

92.4

-20.5

71.9

-15.4

56.6

-37.0

-16.3

3.2

2.1

5.3

FY22

56.4

26.5

82.8

-12.7

70.1

-18.4

51.7

-25.3

-27.0

-0.7

2.7

2.1

MDs Comments

Mr. Anuj Talwar

Joint Managing Director

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

“FY23 has been a strong year at Talbros Automotive Components Limited. At a group level including the JVs, the Company has achieved revenues of Rs. 1,037 crore, a growth of 18% YoY.

Over the last year, TACL has received new multi years orders over Rs. 1,000 crores from both, domestic and overseas customers across its business divisions, product segments and JVs. These orders are to be executed over a period of next 5 years covering the company's product lines – gaskets, heat shields, forgings and chassis. These orders will help us increase our share with existing customers and new customers across geographies thereby gaining market share in coming years.

We are committed to our vision of becoming a global leader as an automotive components manufacturer. In the process, as we embrace and celebrate the milestones achieved so far, we aspire to sustain our growth, while advancing into the future by being relevant through the services we offer.

As a company, we emphasize being technologically ahead as we pursue consistent progress, year-after year.

segments,

With continuous innovation in new products like heat shields, strengthening EV portfolio, growing orders from non-automotive for manufacturing E20 biofuel hoses we are very confident of achieving strong growth. We plan to more than double our revenues and become a Rs. 2,200 crore company at a group level by FY27. Over the years, we have increased our focus on Exports and continue to do so. By FY27, we plan to have at least 35% through exports. This will help increase margins too. Our Margins should also increase to 15-16% by FY27.”

sustainability

clientele,

towards

journey

strong

and

our

* Excludes Exceptional Items

^ Includes other income

Hedged Portfolio…

FY23 - Revenue Contribution

NLK 4%

Forgings

26%

TMR 5%

MTCS 13%

Gaskets & Heat Shields

52%

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

t c

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.

10%

FY23

Maruti Suzuki India Limited

TATA Motors Limited

Jaguar Land Rover Limited

Bajaj Auto

TATA CUMMINS

HERO MOTOCORP

BMW

DANA ITALIA SRL

VE COMMERCIAL VEHICLE

Honda Motorcycle & Scooter India

13%

Including Total Share of JV

Gasket Business

Total Income

▪

~50% Market share in Gaskets 3x the nearest competitor

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

333

265

287

382

434

FY19

FY20

FY21

FY22

FY23

Segment wise Break Up

FY23 OEM Breakup

10%

29%

16%

71%

12%

17%

Export

After Market

OEM

Others

▪

segment

Single Source Supplier for 5 of our customers

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

Large Order Book for New Products

▪ ▪ ▪ ▪ ▪

MSIL – Heat Shields - Rs. 14 Crs. p.a. Kia & Hyundai Heat Shields - Rs. 13.5 Crs. p.a. Kamaz –Gasket with Electrical Controls - Rs. 12 Crs. p.a. Cummins – Beagle CHG - Rs. 11 Crs. p.a. Escort Kubota – CHG - Rs. 9 Crs. p.a.

▪

Plan to grow revenues by 13% CAGR till FY27 to Rs. 700 crores

30%

2&3 Wheeler Passenger Vehicle MHCV LCV Agri and Off Loader Others

▪

Increased Revenues from Heat Shield Business (~Rs. 90 crores p.a. from the Heat Shield Business)

Increased Focus on Exports (From 10% in FY18 to ~22% in FY27e)

Diversified Segment Portfolio (PV’s to increase from 2% in FY18 to ~11% in FY27e)

Forgings Business

Total Income

166

170

134

▪ One stop solution for Hot Forging (750 to 2,500 Ton Press)

▪ Strong presence in Overseas Market & Supplier to Top Tier I companies

▪ One Stop Solution for Die Design, Machine parts and Heat treatment (Normalizing

204

219

and Carbohydrizing)

▪ Moving towards heavier forged parts

▪

Large Order Book for New Products

▪ ▪ ▪ ▪ ▪

JCB UK – Dump End/ Eye End - Rs. 75 Crs. p.a. Meritor (North America) – End Yokes - Rs. 50 Crs. p.a. TATA Motors – Front Hub - Rs. 20 Crs. p.a. Sona Comstar – Gear Blanks - Rs. 19 Crs. p.a. Dana Italy – Ring Gears - Rs. 17 Crs. p.a

FY19

FY20

FY21

FY22

FY23

Segment Wise Break Up*

FY23 OEM Breakup*

▪

Plan to grow revenues by 23% CAGR till FY27 to Rs. 500 crores

16%

41%

36%

52%

41%

OEM

Exports

Others

▪ Increased Focus On EV’s (Revenue of Rs. ~70 Crs. in FY27e with CAGR of 60%)

▪ Increased Focus on Exports and expanding geographies (From 47% in FY18 to

~63% in FY27e)

▪ Increased Revenues from Agri & Off-Highway (Agri & Off-Highway to increase

from 37% in FY18 to ~43% in FY27e)

2&3 Wheeler

Agri and Off Loader

Others

Products - Various Types

▪ ▪ ▪

King Pins Gear Blanks Housing & Yoke Shafts

▪ ▪ ▪

Dump End Retaining Plate Companion Flange

]

Strong Global Partnerships - Joint Ventures

talb

(NLK)

-owmm&i

jy NIPPON LEAKLESS CORPORATION

Nippon Leakless Corporation (NLK)

talbrfo^ I MARELLI

Marelli Talbros Chassis Systems Pvt Ltd (MTC)

✓ Nippon Leakless Corporation (Japan) - One the largest global manufacturers of

of gaskets and a major Supplier for Honda

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

✓ 50:50 partnership commenced production in April

✓ Established in 2005 with 40% Talbros Share

2012

✓ 100% Sales to OEMs to Honda and Hero

✓ 100% Sales to OEMs

✓ Products : Gaskets

✓ Key Customers

•

Hero Motor Corp

HMSI

India Yamaha

Honda Car India

Honda Siel Power Products

✓ Significant share of Control Arms business from

Maruti Suzuki and Tata

✓ Products : Control Arms, Front Axle, Rear Axle

✓ Key Customers

• Maruti Suzuki India

•

Jaguar Land Rover

Suzuki Motors Ltd

Bajaj Auto

talbnjofe ® Marugo

Talbros Marugo Rubber Pvt. Ltd. (TMR)

✓ 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

✓ Products : Engine Mounts, Strut Mounts, Mufflers & Hangers, Suspension Bushes, Rubber Bushes, Hoses

✓ Key Customers

• Maruti Suzuki

•

QH Talbros

Daimler India Commercial Vehicle Pvt. Ltd.

Suzuki Motors Gujarat Pvt Ltd

JV’s Performance Highlights - Total Income from Operations

Nippon Leakless Talbros

Marelli Talbros Chassis Systems

Talbros Marugo Rubber

122.1

106.0

83.4

74.2

88.6

129.7

136.8

124.3

209.6

164.6

84.8

52.0

45.8

41.0

54.7

FY19

FY20

FY21

FY22

FY23

FY19

FY20

FY21

FY22

FY23

FY19

FY20

FY21

FY22

FY23

99%

0% 1%

17%

76%

43%

49%

OEM

Exports

Others

OEM

Exports

Others

OEM

Exports

Others

Rs. Crores

Including Total Share of JV

<>j

Venturing into EV

/ i

FORGINGS

Supplying parts for Plug-in hybrid Electric Vehicles to OEMs globally

Automotive Components\.

talbrfo^B

talbr(o^ 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

Increased Focus on EVs

Revenue Breakup (FY23)

Revenue Breakup (FY27e)

7.0%

13.0%

6.0%

15.0%

2.0%

18.0%

39.0%

11.0%

4.0%

38.0%

15.0%

5.0%

15.0%

12.0%

2 & 3 Wheeler

Passenger Vehicle

EVs

MHCV

LCV

Agri & Off Highway

Others

Image is for illustrative purpose only

i /

Capex Plans - TACL

Utilization Levels (FY23e)

Addl. Capex to reach Revenues of FY27e

Gasket & Heat Shield

Forgings

Marelli Talbros Chassis Systems* (MTCS)

85%

77%

73%

Talbros Marugo Rubber** (TMR)

AV – 85% Hose – 80%

Rs. 50 Crores

Rs. 60 Crores

Rs. 80 Crores

Rs. 10 Crores

Nippon Leakless Talbros^ (NLT)

65%

Rs. 5 Crores

* M T C S i s a 5 0 % J o i n t V e n t u r e w i t h M a r e l l i Su s p e n s i o n Sy s t e m s S p A * * T M R i s a 5 0 % J o i n t V e n t u r e w i t h M a r u g o R u b b e r ^ NL T i s a 4 0 % J V w i t h N i p p o n L e a k l e s s C o r p o r a t i o n ( J a p a n )

To be funded by Internal Accruals

Capex of Rs. 25-30 Crs. per annum

These amounts will be funded by respective Companies through internal accruals and some borrowings

Talbros 2.0 – The Way Forward

Increased Export Sales

Increased Margins

Higher Returns

Comfortable Debt Profile

25% in FY23e to 35% + in FY27e

EBITDA Margins to increase from ~14% to ~15-16% by FY27e

RoCE to increase to 20% + going ahead

Total Debt to remain under Rs. 100 crores

D R I V I N G F U T U R E L EA D E RS H I P

About Us

Over 6 Decades of experience in Auto Component manufacturing

Diversified Auto Component Player Across Two Wheelers, PVs, CVs Off -Highway and Farm Equipments

Electric Vehicles – Supply to EV’s (Major OEM’s globally)

Diversified Product Portfolio – Gasket & Heat Shields, Forgings, Suspension Systems, Anti-vibration Products & Hoses

Wide Client Base; Orders from over 30 OEMs across products and geographies

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

Consistent Dividend Pay-out over 50 years

One of the Most Hedged Auto Component Players

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.

Strong Board of Directors

Mr. Naresh Talwar

Mr. Umesh Talwar

Mr. Varun Talwar

Mr. Anuj Talwar

Mr. Navin Juneja

Mr. Vidur Talwar

Chairman

Vice Chairman & MD

Joint Managing Director

Director & Group CFO

Non-Executive Director

Mr. Deepak Jain Independent Director

Mr Anil Kumar Mehra Independent Director

Mr. Amit Burman Independent Director

Mr. Tarun Singhal Independent Director

Mrs. Priyanka Gulati Independent Director

Mr. Ajay Kumar Vij Independent Director

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

Mr. Ashish Gupta

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

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

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

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

Revenue FY23

TAA with Nippon Leakless

Sheet Metal

Market Leader in Gaskets

Forgings

Non Asbestos Gaskets

Hose Sheet Metal 1%

Antivibration 4%

Forgings

Chassis 13%

Non Asbestos Gaskets Forgings 26%

Gasket

1956

Gasket

2005

Gasket

2007

2009

2011

2013

Sheet Metal Gasket 53%

Forgings

Non Asbestos Gaskets Heat Shields 2%

Gasket

Heat Shields

Sheet Metal

Forgings

Non Asbestos Gaskets

Gasket

2014

Diversified Customer - OEM

2 Wheeler

1 5

G^D^TAIL

ENFIELD

HONDA

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ACMA 16th Quality Circle Competition 2019

HR Association India Gold Award 2019

THANK YOU !

For further information, please contact:

Company :

Investor Relations Advisors :

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Automotive CompooemsV

geostrategic Growth Advisors

Talbros Automotive Components Ltd. CIN: L29199HR1956PLC033107

Strategic Growth Advisors Pvt. Ltd. CIN: U74140MH2010PTC204285

Ms. Seema Narang seema_narang@talbros.com

Mr. Deven Dhruva/ Ms. Hinal Kothari deven.dhruva@sgapl.net/ Hinal.Kothari@sgapl.net

www.talbros.com

Tel: +91 98333 73300 / +91 99301 33428 www.sgapl.net

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