Suprajit - National Stock Exchange of India...Hero Honda Yamaha Motors, SwarajMazda, EicherMotors German, Japanese andNA4W OEMs, domestic 4W OEMs JohnDeere Kubota Multiple Customers

Suprajit Engineering Limited

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

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

Dear Sirs,

Sub: Investor Presentation

January 07, 2020

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

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

Investors’ Presentation

Marching Ahead with Confidence…

Jan 2020

2A Global Leader in Control Cables and Halogen Lamps

Overview

1 Core business, Group and Organization structure

2 Customer Profile

3 Strategy – Suprajit 2.0

4 Financials.

5 Milestones, Strengths and Accolades

A Global Leader in Control Cables and Halogen Bulbs……


Core Business, Group and Organization Structure


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

Exhaustive Range of Cables…



..and Halogen Bulbs.



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

Best in class facilities



Suprajit Europe(SEU)

Suprajit Automotive

(SAL)

Suprajit USA, Inc

Suprajit Foundation(CSR Arm)

Wescon Controls LLC (2 plants)

Suprajit Engineering Limited

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

100%

TrifaGermany

LuxliteLuxembourg

100%100%

100%

Suprajit Group Stucture



K. Ajith Kumar Rai Founder & Chairman

N.S.MohanManaging Director

Medappa Gowda JCFO & CS

CSFinancial Controller

Ashutosh RaiHead - STC

Leadership team



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.

Group overview


Customer Profile


Customers ‐ automotive



Customers – 2 wheeler



Customers – Non automotive



Yamaha

Magneti Mareli

TVS Motor

Bajaj Auto

Honda Group

John Deere Group

VW Group

Lumax

Hero Moto Corp

BMW

MTD

M&M

Toro

Royal Enfield

Ford

Piaggio

Renault Nissan

Husqvarna

Customers (> US$ 3 million)


Strategy – Suprajit 2.0


Strategy – Derisk & Grow Profitably

20191985

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

SingleSegment

Single Customer

Single Product

Single Location

Single Brand

MultipleSegments

TVS Motor Company

Bajaj Hero HondaYamaha

Tata Motors, Swaraj Mazda, Eicher Motors

German, Japanese and NA 4W OEMs,

domestic 4W OEMs

John DeereKubota

MultipleCustomers

Two wheeler

Three wheeler

Four wheeler, CVs

Non‐Auto,ExportsAft‐mkt

Mechanical Control Cables

MultipleProducts

Automotive Halogen Lamps

Cablebased assemblies

Speedo‐meters,other autocomponents

Karnataka MultipleStates

KarnatakaMaharashtra

GujaratHaryana

Uttarakhand,

RajasthanTamil Nadu

Uttar Pradesh

UK , US, Germany, Luxembourg, Mexico

MultipleLocations

MultipleBrands



Suprajit EngineeringAutomotive Cables

•14 manufacturing facilities inIndia including EOU for non‐automotive.

• SAL – EOU facility forautomotive

• SEU ‐ Tech Centre inTamworth, UK.

• SEK – Owned Warehouse inKoper, Slovenia.

• Over 35 years of expertise incables.

Phoenix LampsHalogen Bulbs

• 3 manufacturing facilities inIndia.

• 2 facilities in Germany andLuxembourg.

• Acquired by Suprajit in May2015 and merged with Suprajitin August 2017

• Over 30 years of expertise inHalogen Lamps.

Wescon ControlsNon‐Automotive cables

•Manufacturing facility inWichita, Kansas, USA.

• 1 Maquiladora facility inJuarez, Mexico.

• Acquired by Suprajit inSeptember 2016.

• Over 75 years of expertise incables & controls.

Strategy – 3 brands



Global Footprint

20 manufacturing plants globally for Automotive control

cables and Halogen Bulbs


Financials


66

90 100 115

125 140 157 180

212 225

80

105 125 140 150 175 200

250

250

250

0

50

100

150

200

250

300

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

(In millions)

Cables Produced Cable Capacity

Bulbs, 18%

Cables, 82%

FY 18‐19

Cable Capacity

Revenue Split

Capacities

*

Cables – 300 millionCAPACITY Bulbs – 110 million



29.9 50

.2 67.1 88

.7

174.3

230.4

FY09 FY11 FY13 FY15 FY17 FY19

(USD Mn)

4.3

8.1

11.2 14

.0

29.3 33

.7


1.3

4.8

6.8 7.3

16.5 19

.4


Robust growth in net sales… ...and high net profit…high EBIDTA …

supported by low Long Term Liabilities / Equity... ….and high EBIDTA marginsresulting in

exceptional ROCE…

0.55

0.46

0.27 0.3

8 0.45

0.21


20.30

% 26.3%

36.1%

32.8%

21.7% 22.8%


13.2% 16

.2%

15.7%

14.9% 16

.6%

14.6%


Robust Financials (Group)



1% 2.5%

96,5%

21%

21%22%

36%

1%

99%

59%41%FY

17-18

FY01-02

FY01-02

Category-wise

Geo

graphy‐w

ise

Automotive 2‐wheeler Aftermarket Non‐automotive

Global Domestic

21%

21%

22%

36%

FY18-19

59%41%FY

18-19

Segmental and Geographic Synergies

FY 17-18



Milestones, Strengths and Accolades


• Commencement of operations

• Two new cable plants in Bangalore

• Listing of shares in NSE and BSE• India’s largest cable marker• Acquisition of Shah Concabs – 4W

cable competitor• Plants in Bangalore, Manesar and

Chakan• ‘Enterprise of the state’ award by KSFC

• 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

• 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)

1985

1985

-95

1996

-200

5

2006

-10

2011

-19

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

Key milestones in our journey



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.

Suprajit Strengths



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….

1995 KSFC: Entrepreneur of the year for the promoter

2006 CNBC/ICICI/CRISIL: SME of the year

Auto Ancillary of the year

2007 NASSCOM: Best IT user Award in Automotive Sector

2010 KSFC: Outstanding Enterprise of the State.

2017 BMA – Entrepreneur of the Year.

Cus

tom

er a

war

ds a

nd re

cogn

ition

sO

ther

Aw

ards

Awards and recognitions



One Goal

300 Million Cables110 Million Halogen Bulbs

Customer Satisfaction


THANK YOUwww.suprajit.com

Documents

Suprajit - National Stock Exchange of India...Hero Honda Yamaha Motors, SwarajMazda, EicherMotors German, Japanese andNA4W OEMs, domestic 4W OEMs JohnDeere Kubota Multiple Customers