ASHOKLEYNSENovember 13, 2019

Ashok Leyland Limited

9,928words
1turns
0analyst exchanges
0executives
Key numbers — 40 extracted
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Scrip Code: ASHOKLEY Stock Symbol: 500477 Through: NEAPS Through: BSE Listing Centre Dear Sirs, Investor Presentation Pursuant to Regulation 46 of the SEBl (Listing Obligations and-Disclosure Re
10 %
23.3 23.3 28.5 26.4 25.8 275 299 222 162 196 258 255 351 305 40 35 30 25 20 15 10 % S M FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19 MHCV TIV AL MS% 7 Source: SIAM
rs 4685
MS% 7 Source: SIAM Level of Debt Financing … has significantly improved over the last 5 years 4685 4103 582 2604 3325 -720 ) e r o r C . s R ( 892 2400 399 1951 -1508 -1552 FY14 FY15 FY
20%
t situation 1. Auto industry is facing an unexpected slow-down. 2. Sales of CV are down more than 20% for H1 FY20. 3. Retail and SME financing from NBFC’s remains challenging. 4. Inventory reduction
42%
es covering all applications 11 LCV Business Growing the business… provides a hedge to cyclicity 42% 58% 40% 39% 60% 61% 36% 64% 30% 70% FY17 FY18 FY19 FY20-H1 Global - FY19 LCV Volume
58%
vering all applications 11 LCV Business Growing the business… provides a hedge to cyclicity 42% 58% 40% 39% 60% 61% 36% 64% 30% 70% FY17 FY18 FY19 FY20-H1 Global - FY19 LCV Volume share
40%
g all applications 11 LCV Business Growing the business… provides a hedge to cyclicity 42% 58% 40% 39% 60% 61% 36% 64% 30% 70% FY17 FY18 FY19 FY20-H1 Global - FY19 LCV Volume share (Ind
39%
applications 11 LCV Business Growing the business… provides a hedge to cyclicity 42% 58% 40% 39% 60% 61% 36% 64% 30% 70% FY17 FY18 FY19 FY20-H1 Global - FY19 LCV Volume share (India an
60%
ications 11 LCV Business Growing the business… provides a hedge to cyclicity 42% 58% 40% 39% 60% 61% 36% 64% 30% 70% FY17 FY18 FY19 FY20-H1 Global - FY19 LCV Volume share (India and Glo
61%
ons 11 LCV Business Growing the business… provides a hedge to cyclicity 42% 58% 40% 39% 60% 61% 36% 64% 30% 70% FY17 FY18 FY19 FY20-H1 Global - FY19 LCV Volume share (India and Global)
36%
11 LCV Business Growing the business… provides a hedge to cyclicity 42% 58% 40% 39% 60% 61% 36% 64% 30% 70% FY17 FY18 FY19 FY20-H1 Global - FY19 LCV Volume share (India and Global) LCV
64%
CV Business Growing the business… provides a hedge to cyclicity 42% 58% 40% 39% 60% 61% 36% 64% 30% 70% FY17 FY18 FY19 FY20-H1 Global - FY19 LCV Volume share (India and Global) LCV M&H
Risks & concerns — 3 flagged
He has also worked with India Motors Parts & Accessories Limited (both being TVS Group Companies) Kunal Kathpal – Chief Risk Officer • Holds a Post graduate degree from Symbiosis University • Has close to 19 years of work experience in the areas of Risk Management, Operations, Process re-engineering & Internal Audit across Retail Banking and Insurance Industry.
— Bharatmala
Management Team With Vast Experience And Proven Leadership (2 of 2) INVESTOR PRESENTATION 20 Vamsi Kumar, COO – Vehicle Finance, Hinduja Leyland Finance • Holds a Master’s Degree in Business Administration with over 22 years of vast experience in handling overall strategy - Vehicle and Supply chain Finance, Consumer Loans, Risk & Receivables management, Process & Compliance.
— Bharatmala
HR Business Leader and Head – Performance & Rewards & has also worked with Bharti Airtel Limited as Head – HR Operation Shivkumar, Head – Credit Risk & Compliance • Is a Chartered Accountant with more than 20 years of varied work experience in retail credit, mortgage & health care industries both in India and abroad.
— Bharatmala
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Speaking time
Bharatmala
1
Opening remarks
Bharatmala
₹5.4 trillion project for 83,677 km of highways to be constructed National Highways road construction (km) 9829 10800 8231 6061 4260 4410 12000 10000 8000 6000 4000 2000 0 40 30 20 10 0 FY14 FY15 FY16 FY17 FY18 FY19 Length (km) Per day construction (km) Source: NHAI Opportunity : Lower interest rates and steady oil prices are positives Oil prices expected to be steady • The next few years could see lower interest rate regime Liquidity infusion into NBFCs will help • 8% 7.50% 6.75% 6.25% 6% 6.25% 5.75% Repo Rates 5.40% 5.15% 5% Source: RBI AL strategy going forward AL strategy going forward Devolatisation & Growth Create long-term sustenance Profitability & Cash Flows Manage short term challenges Short Term Long Term Manage short term challenges Cost Reduction ▪ VAVE ▪ Reduce Fixed costs ▪ Manpower ▪ Processes ▪ Automation Productivity Cash Flow & Profitability Inventory Reduction ▪ Reduce Dealer inventory ▪ Reduce FG ▪ Efficient supply chain Jun’19 Jul’19 Aug’19 MHCV inventory (nos.) S
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