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TRANSCRIPT
IRELAND
UK
GERMANY
CZECH
REPUBLIC
UAE
NETHERLANDS
AUSTRALIA
MAURITIUS
SINGAPORE
BRAZIL
USA
FRANCE
SPAIN
MEXICO
HUNGARY
CHINA
SOUTH KOREA
JAPAN
SOUTH
AFRICA
ITALYTHAILAND
SLOVAKIA
SRI LANKA
PORTUGAL
INDIA
RUSSIA
6
LITHUANIA
ESTONIA
POLAND
FINLAND
SERBIA
CANADA
HONG KONG
•
•
01 Modules
and polymer
products
Rear View
Mirrors
Wiring
Harnesse
s
28%
14%
58%
% of MSSL sales*.
02 Rear
view mirrors
03 Wiring
harnesses
$ 1.5 billion
$ 6.5 billion
Actual
CAGR
29.97 %
• MSSL consolidated
revenues (in mln. INR).
2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17
* Revenues of PKC group (acquired at the end of March 2017) of Euro 845.6 million for 2016 on performa
• INR 2,500 invested in
the MSSL IPO is worth
INR 8,011,559 (including
cumulative dividend)*.Capital Value
Cumulative dividend
IPO 8X
85X
268X
3,205 X which
is equal to
320,362%
return
1993 2000 2005 2010 2017
Daimler
Best Performance
Award
Partner for Asia
VW
Partner for
FAST Program
Maruti Suzuki
Overall Excellence Design & Development
GM
Supplier of the year Supplier Quality
Excellence Award
Toyota
Supplier of the Year
Golden AwardZero PPM Award
Hyundai
Best Overall
Performance
Renault
Nissan
Overall Best QCDM
Performance Awards
Nissan
Supplier Best Practices
Poke Yoke Development
Mahindra
Best Quality
Performance Award
Tata Motors
Best Supplier Quality
JCB
Chairman’s Award
Special Citation
of Distinction
Q.C.R.P.M
Supplier
Performance
Caterpillar John Deere
Platinum Level in
Supplier Quality
Excellence Process
Commendable
Performance for
India Business
NAACO / Hyster Yale
Above and beyond
SMG ranked 31st
among global
automotive suppliers
by Automotive News
MSSL ranked No. 1
auto ancillary in India
for 7 consecutive years
by Fortune India
MSSL among the Fab
50 companies of Asia
for 4 consecutive years
by Forbes
Door TrimCockpitWiring Harness Bumper
HVAC SystemsExterior Mirror
Frontend Module
Interior Mirror Body Control
Module
Vehicle
Electronics
Shock Absorber
Air Intake Manifold
Pedal Box Assembly
Fuse Box
Connectors
Grommets &
Rubber Parts
Junction Box
Outside Handle
Inside Handle
Headlight
Tail Light
Extruded Plastic
Parts
Tail Gates
Battery TrayBox Floor Console
Pillar Trim
Scuff Plate
Spoiler
Interior Lamp
Air Cleaner Assy.
Compressor
Increasing
content per car
SMG has integrated 19 acquisitions since 2002,
creating synergies while leaving companies to
manage themselves as autonomously as
possible.
02
Machined metal
components
Germany, (Asset purchase)
03
Plastic injection moulding
Germany, (Company purchase)
01
Wiring Harness Business
Ireland,(Asset purchase)
04
Plastic injection moulding
Czech Republic, (Company
purchase)
06
Wiring harness
business
UK, (Asset purchase)
05
Door trim business
Australia
(Asset purchase)
07
Rubber moulding business
Australia,
(Asset purchase)
09
Global Rear View
Mirror business of
UK (Rear view mirror
business)
11
Thermoformed
polyethylene and blow
moulded components
South Africa
13
Extruded plastic parts
Germany,
(Asset Purchase)
14
Plastic moulding
Germany,
(Asset purchase)
2002 2005 2006 2007 2009 2011 2014 2016 2017
17
Plastic moulding
Hungary (automotive
business unit)
10
Interior & exterior
polymer modules
,
Germany
08
Gear cutting tools
India, (Strategic business
units purchase)
2012
12
Powdered metal parts
Spain, (Share purchase)
16
Magneti Marelli Shock
Absorbers Pvt. Ltd
India (Stake purchase)
18
Illumination solutions
,
19
Wiring Harness
,
(Share purchase)
15
Wiring Harness Business
of Stoneridge Inc.
USA (Wiring harness
business)
A global company
adjusts to the external
environment - as one
cannot change it.
Circle of influence
We focus on
improving our own
operational
performance.
0
100,000
200,000
300,000
400,000
500,000
* Revenues of PKC group (acquired at the end of March 2017 of Euro 845.6 million for 2016 on performa
482,042
* Revenues of PKC group (acquired at the end of March 2017 of Euro 845.6 million for 2016 on performa
0%
5%
10%
15%
20%
25%
30%
35%
40%
-
2,000
4,000
6,000
8,000
10,000
12,000
14,000
16,000
18,000
* Proposed dividend for Financial Year ended March 2017
*
-
15,000
30,000
45,000
60,000
Net Debt is
equivalent to
1.16 X of
EBITDA**
Net Debt is
equivalent to
1.21 X of
EBIDTA
Note : Figures for FY ended 31st March 2016 & 2017 are as per INDAS and for prior years are as per Indian Gaaps
This presentation contains forward-looking statements based on the currently held beliefs and assumptions of the management of the Company, which are expressed in good faith and, in their
opinion, reasonable. Forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual results, financial condition, performance, or
achievements of the Company or industry results, to differ materially from the results, financial condition, performance or achievements expressed or implied by such forward-looking statements.
Given these risks, uncertainties and other factors, recipients of this presentation are cautioned not to place undue reliance on these forward-looking statements. The Company disclaims any
obligation to update these forward-looking statements to reflect future events or developments.