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August 2017 Photo by Rajarishi Mitra. 1

August 2017 - · PDF filein Sales Promotion Quality Excellence Hyundai Tata Motors Best Supplier. Honda Power Kobelco Products Preferred Business Partner Tata Hitachi Significant

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August 2017Photo by Rajarishi Mitra.

1

2

Photo by Ron W

A growing

portfolio

that is

diverse and

scalable.

6

JERSEY

UK

GERMANYCZECH

REPUBLIC

UAE

RUSSIA

AUSTRALIAMAURITIUS

SINGAPOREBRAZIL

USA

FRANCE

SPAIN

MEXICO

HUNGARY

CHINA

SOUTH KOREA

JAPAN

SOUTH

AFRICA

ITALY

THAILAND

SLOVAKIA

SRI LANKA

PORTUGAL

INDIA

NETHERLANDS

SERBIA

FINLAND

ESTONIA

LITHUANIA

POLAND

CANADA

HONGKONG

CYPRUS

IRELAND

LUXEMBOURG

MACEDONIA

Photo by Glenn Strong

7

•Established in 1986, MSSL is a joint venture between Samvardhana Motherson Group (SMG) and Sumitomo Wiring Systems (Japan).

•One of the largest manufacturers of wiring harnesses for passenger cars in India and for commercial vehicles globally

•Also, one of the largest manufacturer of rear-view mirrors, IP modules, door trims and bumpers for passenger car manufacturers globally

01 Polymers

and modules

28%

14%

5%

% of MSSL sales*.

03 Rear

view mirrors

02 Wiring

harnesses

50%

25%

24%

$ 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 8,706,158 (including

cumulative dividend)*.Capital Value

Cumulative dividend

IPO 8X

85X

268X

3,482 X which

is equal to

348,146%

return

1993 2000 2005 2010 2017

South America

Supplier of the year

FordToyota

Regional

Contribution Award

Supplier of the Year

Silver award

Best Project

Performance

ZERO PPM

Award

Daimler

Supplier Award for

Partnership

(support in global growth)

Overall

Performance

Maruti Suzuki

Excellence in

Comprehensive

Assessment

Certificate for

Safety

Volkswagen

Innovation &

Technology Award

Renault

Nissan

Overall Best QCDM

Performance

Awards

Certificate for

Quality

Certificate for

Delivery

Best Performance

Award

GM

Supplier of

the Year

Award

Tooling

Localization

Ashok

Leyland

Zero Defect

Business Partner

Suzuki

Motorcycle

Best Supplier

Performance Award –

New DevelopmentStrong CR Efforts in

VA / VE- HSCS

Honda Motorcycles &

Scooters

Supplier

Performance

Paccar

Diamond

Supplier

Navistar

Excellent

Supplier

Foton

Mahindra

Best SPD

PerformanceQuality Excellence

Award

Volvo Honda

Cars

Outstanding support

in Sales PromotionQuality

Excellence

Hyundai Tata

Motors

Best

Supplier

KobelcoHonda Power

Products

Preferred Business

Partner

Tata

Hitachi

Significant

Contribution on

Quality

Supplier

Performance

Award

Significant

Contribution

Award

Komatsu

Platinum Level in

Supplier Quality

Excellence Process

Caterpillar

Commendable

Performance for India

Business

John Deere

Strategic Partner in

Progress

Chairman’s Award

JCB

Partner-level Supplier

In Achieving

Excellence Program

16

17

18

1

2

3

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.

Return on

TRUST.

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

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

*

-

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

0.0%

2.0%

4.0%

6.0%

8.0%

10.0%

12.0%

-

20

40

60

80

100

120

140

160

180

200

0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%

7.0%

-

50

100

150

200

250

31

34

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.