SUPRAJITNSE7 January 2020

Suprajit Engineering Limited has informed the Exchange regarding Investor Presentation

Suprajit Engineering Limited

Suprajit Engineering Limited

Registered & Corporate Office : #100 & 101, Bornrnasandra Industrial Area, Bengaluru - 560 099. Tel: +91-80-43421100, Fax: +91-80-27833279 E-mail: info@suprajit.com Web: http://www.suprajit.com Corporate Identity Number (CIN): L29199KA1985PLC006934

January 07, 2020

Ref: 532509 BSE Limited Department of Corporate Services P. J. Towers, 25th Floor, Dalai Street, Mumbai- 400 001

Ref: SUPRAJIT National Stock Exchange of India Ltd Exchange Plaza, C-1, Block-G, Bandra Kurla Complex, Bandra (E) Mumbai- 400 051

Dear Sirs,

Sub: Investor Presentation

Please find enclosed Investors' Presentation, which may be presented to various investors, analysts while meeting and also while attending investor conferences, if any, from time to time. This presentation is also available in our website.

This is for your Information and records.

This may be considered as compliance under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Thanking you,

Yours faithfully,

~ ErGINEERING LIMITED

Me'dappa ~ CFO & Company Secretary

Encl: as above

Marching Ahead

with Confidence…

Investors’ Presentation

Jan 2020

Overview

1

2

3

Core business, Group and  Organization structure

Customer Profile

4

5

Financials.

Milestones, Strengths  and Accolades

Strategy – Suprajit 2.0

A Global Leader in Control Cables and Halogen Bulbs……  A Global Leader in Control Cables and Halogen Lamps

2

Core Business, Group and  Organization Structure

A Global Leader in Control Cables and Halogen Lamps

3

Exhaustive Range of Cables…

 Park Brake Cables  Clutch Cables  Starter Cables  Throttle Cables  Door Latch  Cables  Push‐Pull Cables  Mirror Cables  Tail Gate Cables  Gear Shifter Cables  Tyre lifting Cables  Fuel Filler cables  Hood Lock & Release Cables  Window Regulator Cables  Cables for Seat Belts  Seat Belt & Recliners Cables  Speedometer & Tachometer Cables  Seat lock Cables  Engine stop Cables  Idle Cable Assembly  Flexible  Drive Assembly  And many more…

Indicative List of Our Products Used in a 4W

Indicative List of Our Products Used in a 2W &  Nonautomotive

A Global Leader in Control Cables and Halogen Bulbs……  A Global Leader in Control Cables and Halogen Lamps

4

..and Halogen Bulbs.

A Global Leader in Control Cables and Halogen Bulbs……  A Global Leader in Control Cables and Halogen Lamps

5

Best in class facilities

 World‐class manufacturing with operations IATF 16949 certified.

 Global standards in manufacturing, testing and quality assurance.

 Vertical process integration for key processes and optimized supply chain.

IATF 16949 Plants

A Global Leader in Control Cables and Halogen Bulbs……  A Global Leader in Control Cables and Halogen Lamps

6

Suprajit Group Stucture

Suprajit Engineering Limited

100%

Suprajit  Europe (SEU)

Suprajit  Automotive (SAL)

Suprajit USA,  Inc

Suprajit  Foundation (CSR Arm)

Phoenix Lamps Division (3 plants) (Erstwhile Phoenix Lamps Limited,  merged with Suprajit recently)

100%

100%

100%

Wescon Controls LLC  (2 plants)

Luxlite Luxembourg

Trifa Germany

A Global Leader in Control Cables and Halogen Bulbs……  A Global Leader in Control Cables and Halogen Lamps

7

Leadership team

K. Ajith Kumar Rai  Founder & Chairman

N.S.Mohan Managing Director

Medappa Gowda J CFO & CS

Ashutosh Rai Head - STC

Financial Controller

A Global Leader in Control Cables and Halogen Bulbs……  A Global Leader in Control Cables and Halogen Lamps

CS

8

Group overview

 Top 3/ 5 in cables / halogen lamps.  Dominant supplier in Indian Automotive Industry.  Preferred Supplier to both Domestic and Overseas Customers (OEMs and

Aftermarket).

 Exports to 50+ countries.  Strong presence in nonautomotive cables in US/North American markets

through Wescon.

 Strong Brands: Suprajit, Wescon and Phoenix.

A Global Leader in Control Cables and Halogen Bulbs……  A Global Leader in Control Cables and Halogen Lamps

9

Customer Profile

Customers ‐ automotive

A Global Leader in Control Cables and Halogen Bulbs……  A Global Leader in Control Cables and Halogen Lamps

11

Customers – 2 wheeler

A Global Leader in Control Cables and Halogen Bulbs……  A Global Leader in Control Cables and Halogen Lamps

12

Customers – Non automotive

A Global Leader in Control Cables and Halogen Bulbs……  A Global Leader in Control Cables and Halogen Lamps

13

Customers (> US$ 3 million)

Hero Moto Corp

TVS Motor

Bajaj Auto

Honda Group

John Deere Group

BMW

MTD

Yamaha

Toro

VW Group

Lumax

M&M

Magneti Mareli

Royal Enfield

Ford

Piaggio

Renault Nissan

Husqvarna

A Global Leader in Control Cables and Halogen Bulbs……  A Global Leader in Control Cables and Halogen Lamps

14

Strategy – Suprajit 2.0

2019

Multiple Segments

Multiple Customers

Multiple Products

Strategy – Derisk & Grow Profitably

1985

Single Segment

Two  wheeler

Three  wheeler

Four  wheeler,  CVs

Non‐Auto, Exports Aft‐mkt

Single  Customer

TVS Motor  Company

Bajaj  Hero Honda Yamaha

Tata Motors,  Swaraj Mazda,  Eicher Motors

German, Japanese  and NA 4W OEMs,  domestic 4W  OEMs

John Deere Kubota

Single  Product

Mechanical  Control Cables

Single  Location

Karnataka

Speedo‐ meters, other auto components

Multiple States

Cable based  assemblies

Automotive  Halogen  Lamps

Karnataka Maharashtra Gujarat Haryana Uttarakhand,

Rajasthan Tamil Nadu Uttar  Pradesh

UK , US, Germany,  Luxembourg, Mexico

Multiple Locations

Single Brand

Multiple Brands

Aggressive Capacity Expansion Strategic Acquisitions – Shah Concabs, Gills Cables, Pricol (Cables), Phoenix, Wescon, Osram Karnai(Chennai) Plant

A Global Leader in Control Cables and Halogen Bulbs……  A Global Leader in Control Cables and Halogen Lamps

16

Strategy – 3 brands

Suprajit Engineering Automotive Cables

Phoenix Lamps Halogen Bulbs

Wescon Controls Non‐Automotive cables

•14 manufacturing facilities in India including EOU for non‐ automotive.

• SAL automotive

EOU facility

for

• SEU ‐ Tamworth, UK.

Tech

Centre

in

• SEK – Owned Warehouse in Koper, Slovenia.

• Over 35 years of expertise in cables.

• 3 manufacturing facilities in India.

• Manufacturing Wichita, Kansas, USA.

facility

in

• 2 facilities in Germany and Luxembourg.

• 1 Maquiladora Juarez, Mexico.

facility

in

• Acquired by Suprajit in May 2015 and merged with Suprajit in August 2017

• Over 30 years of expertise in Halogen Lamps.

• Acquired by September 2016.

Suprajit

in

• Over 75 years of expertise in cables & controls.

A Global Leader in Control Cables and Halogen Bulbs……  A Global Leader in Control Cables and Halogen Lamps

17

Global Footprint

20 manufacturing plants   globally for Automotive control  cables and Halogen Bulbs

A Global Leader in Control Cables and Halogen Bulbs……  A Global Leader in Control Cables and Halogen Lamps

18

Financials

Capacities

300

250

200

150

100

50

0

Cable Capacity

(In millions)

0 0 2

0 8 1

5 7 1

0 4 1

7 5 1

5 2 1

0 4 1

5 1 1

0 5 1

5 2 1

5 0 1

0 0 1

0 9

0 8

6 6

0 5 2

0 5 2

2 1 2

* 0 5 2

5 2 2

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

Cables Produced

Cable Capacity

CAPACITY Bulbs     – 110 million

Cables   – 300 million

Revenue Split

Bulbs,  18%

FY  18‐19

Cables,  82%

A Global Leader in Control Cables and Halogen Bulbs……  A Global Leader in Control Cables and Halogen Lamps

20

Robust Financials (Group)

Robust growth in net sales…

…high EBIDTA …

...and high net profit

(USD Mn)

4 . 0 3 2

3 . 4 7 1

1 . 7 6

2 . 0 5

9 . 9 2

7 . 8 8

7 . 3 3 3 . 9 2

4 . 9 5 1 . 6 1

0 . 4 1

2 . 1 1 1 . 8

3 . 4

8 . 8 6 . 4

3 . 7

3 . 1

FY09 FY11 FY13 FY15 FY17 FY19

FY09 FY11 FY13 FY15 FY17 FY19

FY09 FY11 FY13 FY15 FY17 FY19

supported by low Long Term Liabilities / Equity...

5 5 0

.

6 4 0

.

5 4 8 0 3 0

.

.

7 2 0

.

1 2 0

.

resulting in exceptional ROCE…

% 1 6 3

.

% 8 2 3

.

% 7 1 2

.

% 8 2 2

.

.

% 3 6 % 2 0 3 0 2

.

….and high EBIDTA margins

% 2 6

.

% 1

.

2 3 1

% 7 5 1

.

% 9 4 1

.

% 6 6 1

.

% 6 4 1

.

FY09 FY11 FY13 FY15 FY17 FY19

FY09 FY11 FY13 FY15 FY17 FY19

FY09 FY11 FY13 FY15 FY17 FY19

A Global Leader in Control Cables and Halogen Bulbs……  A Global Leader in Control Cables and Halogen Lamps

21

Segmental and Geographic Synergies

i

e s w - y r o g e

t

a C

e s i w ‐ y h p a r g o e G

1%

2.5%

21%

21%

FY 01-02

96,5%

22%

22%

21%

FY 17-18

FY 18-19

21%

36%

36%

Automotive

2‐wheeler

Aftermarket

Non‐automotive

1%

FY 01-02

99%

FY 17-18

41%

59%

59%

FY 18-19

41%

Global

Domestic

A Global Leader in Control Cables and Halogen Bulbs……  A Global Leader in Control Cables and Halogen Lamps

22

Milestones, Strengths and Accolades

A Global Leader in Control Cables and Halogen Lamps

23

Key milestones in our journey

• Listing of shares in NSE and BSE • • Acquisition of Shah Concabs – 4W

India’s largest cable marker

cable competitor

• Plants in Bangalore, Manesar and

Chakan ‘Enterprise of the state’ award by KSFC

0 1 - 6 0 0 2

5 9 - 5 8 9 1

• Commencement of

operations

• Consolidating position as established global

mechanical cable marker; diversifying and de- risking revenue profile

• New plant at SAL, Bangalore and Pathredi • Acquisition of Speedo cable business (4W

business) of Pricol

• Acquisition of Phoenix Lamps Limited • Acquisition of Wescon Controls, Wichita, USA. • Launched two new plants in Chennai and Sanand • Launched capex of Rs.100 crores to expand cable

capacity to 300 million with 2 new plants.

• Acquisition of Osram Karnai, Chennai Plant

(Halogen Bulbs division)

• Two new cable plants in

Bangalore

5 8 9 1

5 0 0 2 - 6 9 9 1

  

6 acquisitions – 4 in cable space / 2 in Halogen bulbs space. Proven track record of integration Strong Organic growth

• New plants in Pantnagar, Haridwar and

Manesar

• 100% EOU for non-automotive cables in

Bangalore

• Best Enterprise of the State Award by

Karnataka State

• Twin Awards by CNBC/ICICI/CRISIL- SME of

the year & Auto Ancillary of the year

• Acquisition of CTP Gills Cables, one of the oldest cable companies with marquee global customers – now renamed as Suprajit Europe

9 1 - 1 1 0 2

A Global Leader in Control Cables and Halogen Bulbs……  A Global Leader in Control Cables and Halogen Lamps

24

Suprajit Strengths

 Mass manufacturer with competitive cost advantage.

 High productivity and low overhead costs.

 Excellent customer rapport.

 A proprietary class `B’ item, giving a strategic relationship advantage.

 Best in-class manufacturing system.

 Excellent R&D system.

 Best supply chain footprint for customer requirements.

 Best in class testing facilities.

 Ability to setup modular capacities at low capex for dynamic growth.

 Industry beating operational and financial costs.

 Excellent management team, motivated and focused.

 “Value for money supplier” with best QCDD rating.

A Global Leader in Control Cables and Halogen Bulbs……  A Global Leader in Control Cables and Halogen Lamps

25

Awards and recognitions

s n o i t i n g o c e r d n a s d r a w a r e m o t s u C

 Volkswagen – ‘A’ Grade Supplier Award, Quality Performance Award.

 Honda Motor Cycles and Scooters – Quality and Delivery Achievement Award.

 General Motors - Supplier Quality Excellence Award (3 years in a row).

 John Deere – Accelerated Global Sourcing Award.

 Brose Key Supplier Award.

 Bajaj Auto Limited – TPM Excellence Award.

 Tata Motors – Green Card for ‘0’ PPM.

 Hero MotoCorp Limited – Direct Online Supply (DOL) Award.

 Bajaj Auto Limited - Quality Consistency Gold Award.

 Yamaha - Cost Reduction & VA/VE activity award. - A grade excellence Award.

 TVS, Bajaj and Mahindra – various Awards.

 And many more….

r e h t

O

s d r a w A

 1995

 2006

 2007

 2010

 2017

KSFC: Entrepreneur of the year for the promoter

CNBC/ICICI/CRISIL: SME of the year

Auto Ancillary of the year

NASSCOM: Best IT user Award in  Automotive Sector

KSFC: Outstanding Enterprise of the State.

BMA – Entrepreneur of the Year.

A Global Leader in Control Cables and Halogen Bulbs……  A Global Leader in Control Cables and Halogen Lamps

26

300 Million Cables

110 Million Halogen Bulbs

One Goal

Customer Satisfaction

A Global Leader in Control Cables and Halogen Lamps

27

THANK YOU

www.suprajit.com

A Global Leader in Control Cables and Halogen Lamps

28

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