Vivek Chaand SehgaldbAccess India
Corporate Day Investor Conference 2017Shangri-La Hotel New Delhi
7th February 2017Photo by Abhishek Baxi.
Photo by Modestas Urbonas
A growing
portfolio
that is
diverse and
scalable.
IRELAND
UK
GERMANY
CZECH
REPUBLIC
UAE
NETHERLANDS
AUSTRALIAMAURITIUS
SINGAPOREBRAZIL
USA
FRANCE
SPAIN
MEXICO
HUNGARY
CHINA
SOUTH KOREA
JAPAN
SOUTH
AFRICA
ITALYTHAILAND
SLOVAKIA
SRI LANKA
PORTUGAL
INDIA
RUSSIA
•
•
01 Modules
and polymer
products
Rear View
Mirrors
Wiring
Harnesse
s
28%
16%
56%
% of MSSL sales.
02 Rear
view mirrors
03 Wiring
harnesses
$ 1.5 billion
$ 5.7 billion
CAGR
33.5%
• MSSL's consolidated
revenues (in mln. INR).
2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16
• INR 2,500 invested in
the MSSL IPO is worth
INR 6,003,998 (including
cumulative dividend)*.Capital Value
Cumulative dividend
IPO 8X
85X
268X
2,402X
1993 2000 2005 2010 2016
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
Photo by Motiqua.
1
2
3
2USA
2Mexico
4
India
2
Hungary
2
China
2 South
Korea
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
Machined metal
components
Germany, (Asset purchase)
Plastic injection moulding
Germany, (Company purchase)
Wiring Harness Business
Ireland,
(Asset purchase)
Plastic injection moulding
Czech Republic, (Company
purchase)
Wiring harness
business
UK, (Asset purchase)
Door trim business
Australia
(Asset purchase)
Rubber moulding business
Australia,
(Asset purchase)
Global Rear View
Mirror business of
UK (Rear view mirror
business)
Thermoformed
polyethylene and
blow moulded
components
South Africa
Extruded plastic parts
Germany,
(Asset Purchase)
Plastic moulding
Germany,
(Asset purchase)
Wiring Harness Business of
USA (Wiring harness business)
2002 2005 2006 2007 2009 2011 2014 2016
1
5
6
7
9
10
11
Plastic moulding
Hungary (automotive
business unit)
13
14
15
2
3
4
Interior & exterior
polymer modules
,
Germany
8
Gear cutting tools
India, (Strategic business
units purchase)
2012
Powdered metal parts
Spain,
(Share purchase)
12 17
16Shock Absorbers
India, (Stake purchase)
A global company
adjusts to the external
environment - as one
cannot change it.
Circle of influence
We focus on
improving our own
operational
performance.
Return on
TRUST.
27
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.