1. Brief Introduction - AMBER

2. Glimpse of Air con industry

3. Why Inverter ??

4. Saving illustration

Contents

2013Acquired PICL

2014PE investment by

Reliance Capital,

USD 11.7 mn

PE investment byIFCI, USD 5 mn

2012

2011

2010

2005

2003

1999

2015

Sales : USD 231M

Amber Introduction

Sale- 0.8 MFactory-1

Sale- 28.3 MFactory-3

Sale- 40 MFactory-5

Sale- 77 MFactory-7

Sale- 83 MFactory-8

Sale- 151 MFactory-9

Sale- 159 MFactory-10

231 M

203 M

159 M151 M

83 M

77 M

10-11 11-12 12-13 13-14 14-15 15-16

TURN OVER

All Figure: M $

100 M

66%

34%Reliance

Share Holding:

Amber Family

2016

Rajpura:■ 1 Factory

- Manufacturing - Sheet metal for Consumer

durables & Automobiles, R&D DEPARTMENT.

Operational Network :

7 Locations 10 Factories

Dehradun:■ 3 Factories

- Manufacturing - Sheet metal, Air Conditioners, Heat

exchangers, Moulding, Multi Flow condensersKala ambRajpura

Dehradun

Kala amb:■ 1 Factory

- Manufacturing - Sheet metal

Faridabad

Greater Noida:■ 2 Factories

- Manufacturing - Sheet , Plastic Extrusion, Vacuum forming

Faridabad:■ 1 Factory

- Manufacturing - Electrical Motors

Pune

Jhajjar:■ 1 Factory

- Manufacturing - Moulding, Heat exchanger,

Washing machine tub. assembly

Pune:■ 1 Factory

- Manufacturing - Sheet metal, False ceilings,

Marshalling cabinets, air conditioners

Geographical Presence

JhajjarGr. Noida

Leadership Through Innovation

Business Verticals & Customer Base

Air conditionersand Kits

Electrical Motors

Heat Exchanger

Sheet Metal

Injection Molding

Extrusion & Forming

ODM customers

ODM customers

Room Air conditioner Industry

Room AC market expected to grow at 12%**, year on year.

• Current penetration is only 4% house holds.

• Industry expected to grow at about 12% per annum.

• Room AC is becoming a necessity day by day.

• Industry expected to reach an inflection point by 2020.

Room AC Volumes ( million units )

** Information based on our Market survey’s, Motilal Oswal

Rating Share & Region Share

Market share by star rating ( FY’16 ) Region wise sales of AC ( FY’16 )

Source : All figures & data referred from various industry 3rd party reports

38

30

12

20

% Share

North

South

East

West

15%

20%

55%

15%

Star Rating

Inv

5 Star

3 Star

Others

Shift in Industry

Industry is swiftly shifting to Inverter Air Conditioners

Why Inverter Air conditioners ??

Why ?

• Inverter AC uses a variable-frequency drive • Can control speed of motor and the compressor. • It consumes at least 30% less (it can go to 50% or more)

electricity depending on various factors like the outside temperature ,purpose for which the AC is used

• Hence it uses less amount of electricity.

InverterNon Inverter

Its too cold

Its too hot if It turn’s

off

Its so comfortable

, I can set what I want

Non Inverter VS Inverter

Non Inverter VS Inverter

Inverter AC is economical, quieter, stable and can handle extremes better.

To Summarize

Non Inverter VS Inverter

50% saving

star rated inverter

Non star non inverter

25% saving

5 star rated inverter

5 star non inverter

19% saving

4 star rated inverter

4 star non inverter

Non Inverter VS Inverter

50:50 ratio of Inverter vs Non Inverter can save 12 Giga watts per hour

Year 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024

Mkt size 2.2 2.4 2.6 2.8 3.1 3.6 4.1 4.7 5.4 6.3 7.2 8.3 9.5

Growth 0% 7% 10% 7% 12% 14% 15% 15% 15% 15% 15% 15% 15%

Replacement Mkt 100% 1.0 1.2 1.3 1.5 1.6 1.8 2.0 2.2 2.2 3.2 3.5 3.9 4.3

Total Mkt 3.2 3.5 3.9 4.3 4.8 5.4 6.1 7.0 7.7 9.5 10.7 12.2 13.8

Accumulation of AC 18.0 20.5 23.3 26.3 29.6 33.3 37.7 42.6 48.1 55.3 62.9 71.6 81.4

Load/hr ( MW) 21606 24647 28001 31543 35491 39984 45184 51156 57695 66415 75429 85867 97698

Non Invertor Ratio 98% 95% 92% 90% 85% 70% 60% 55% 50% 45% 40% 35% 30%

Invertor Ratio 2% 5% 8% 10% 15% 30% 40% 45% 50% 55% 60% 65% 70%

Non Invertor No.s 17.65 19.51 21.47 23.66 25.14 23.32 22.59 23.45 24.04 24.91 25.14 25.04 24.42

Invertor no.s 0.36 1.027 1.867 2.629 4.436 9.996 15.06 19.18 24.04 30.44 37.71 46.51 56.99

Load/hr ( MW) Non Inv 21174 23415 25761 28389 30167 27989 27110 28136 28848 29887 30172 30054 29310

Load/hr ( MW) Inv 259.3 739.4 1344 1893 3194 7197 10844 13812 17309 21917 27155 33488 41033

Total Load /hr (MW) 21433 24154 27105 30281 33361 35186 37954 41948 46156 51803 57326 63542 70343

Savings 173 493 896 1262 2129 4798 7229 9208 11539 14611 18103 22325 27356

Return on investment

• A good 5 Star inverter is costlier by average of 8000~9000 rupees.• The increased cost can be recovered in 2 years

Inverter AC’s are future, energy & environment savers

NormalAC

InverterAC

Initial AC Cost

Rs. 8~9 KExtra

Investment recovery in 2 years itself

Usage : 8 months, units saved 550

Cost saved : Rs. 5000/- per annum

ROI : Rs. 10000/- in 2 years

Long term: 3rd to 10th year = Rs. 40000/-

Total Saving in ten years – Rs. 50000/-

* Additional savings of Rs. 7500/- for 10 year comp warrantee

Thank You