Gabriel India Limited · NSE:GABRIEL
Gabriel India — Anand Group — Investor Presentation (September 2013)
50 slides from Gabriel India's investor presentation, September 2013
Slide 1: Anand - Driving With You
ea a =, = - - » or “ . ANAND >> DRIVING WITH YOU
Slide 2: Global Partnerships With World Leaders
Global Partnerships With World Leaders. 14 Joint Ventures. 7 Technical Collaborations. 19 Companies. 49 Locations. 13,000 People.
Slide 3: 50 Years of Helping India Drive: The Global Indian
5O YEARS OF HELPING INDIA DRIVE The Global Indian
Slide 4: Group Profile
GROUP PROFILE ANAND >
Slide 5: Automotive
AUTOMOTIVE
Slide 6: Facts at a Glance
FACTS AT A GLANCE SALES TURNOVER (2011) INR 50 billion NO. OF COMPANIES 19 NO. OF EMPLOYEES 13,000 JOINT VENTURES 14 TECHNICAL LICENSES 07 AM DISTRIBUTION CENTERS 18 WOMEN EMPLOYEES 14%
Slide 7: Geographical Spread
GEOGRAPHICAL SPREAD >> DELHI (Corporate Office) GURGAON csi A —PANTNAGAR Sra NEMRANA tar Pradesh ~ JAISALMER ' . ae Maya Pash SANAND—S» “" ae acer ‘ — Rajasthan oan ae NASHIK ay, CHAKAN iol f a SATARA a Andhra Pradesh aa Puducherry JODALI a ~"@1— CHENNAI BANGALORE HOSUR ANAND >
Slide 8: Anand's Evolution
ANAND’S EVOLUTION 1961 2011 1 COMPANY, < RS. 1 CR 19 COMPANIES, INR 50 BILLION 1 MANUFACTURING LOCATION 49 MANUFACTURING LOCATIONS SHOCK ABSORBERS 25 DIFFERENT PRODUCTS 1 STATE, MAHARASHTRA 9 DIFFERENT STATES TRANSITION FROM COMPONENT SUPPLIER SYSTEMS SUPPLIER MAJOR DEPENDENCE AFTER MARKET OEMS 80%,
Slide 9: Among the Top Five Automotive Components Groups in India
AMONG THE TOP FIVE AUTOMOTIVE COMPONENTS GROUPS IN INDIA
Slide 10: Widest Range of Automotive Solutions
WIDEST RANGE OF AUTOMOTIVE SOLUTIONS to the Indian Automotive Industry
Slide 11: Product Portfolio
GASKETS PRODUCT FILTRATION PORTFOLIO ENGINE BRAKE SYSTEMS BEARINGS SYNCHRONISER FRICTION MATERIAL RINGS CASTINGS, EXHAUST SYSTEMS PISTON RINGS DRIVETRAIN SEALANTS COMPONENTS ADHESIVES, COATINGS CLIMATE SHOCK CONTROL ABSORBERS,STRUTS & ENGINE FRONT FORKS COOLING Group’s Diversification CAR CARE SAFET
Slide 12: India's Leading OEM Supplier
INDIA’S LEADING OEM SUPPLIER
Slide 13: Our Customers
R CUSTOMERS » BD cuana y = swaRal QZ <p N) AMW ma eyland = NEWHOLLAND TATA & W ve 7 So @ ~£ en JOHN DEERE we DAIMLER PIAGGIO’ EICHER HA MI CD G@>y Mahindra CD carensearnae Mahindra ~~ NAvISTAR TOYOTA HONDA SAME TAFE WY TVS Qvomearom PION VEABM <= % HYUNDAI MARUTL —- RENAULT NISSAN Pe me Ay Cr cmaes
Slide 14: Domestic Presence - OE Cars
SEALANTS / ENGINE SHOX/ SAFETY COOLANTS BEARINGS STRUTS PRODUCTS » » » » » » » GM »> » » » TATA MOTORS » » » »> HONDA » » » HYUNDAI » » » FIAT » » » HM » » » » TOYOTA » » » M&M VERITO » » NISSAN RENAULT » » » » VOLKSWAGEN > | >
Slide 15: Domestic Presence - OE Cars
sence - OE Cars HYDRAULIC SYNCHRO- CLIMATE FRICTION INTAKE BRAKES SYSTEMS NISER RINGS CONTROL/ MATERIALS MANIFOLD/ ENGINE CYL. HD COOLING COVER MARUTI » » FORD » » » » 6M » » TATA MOTORS » » » HONDA » HYUNDAI » » » » FIAT » »> HM » “TOYOTA » M&M VERITO » » NISSAN RENAULT » » » » VOLKSWAGEN »
Slide 16: Domestic Presence – OE Multi/Sports Utility Vehicle
Domestic Presence – OE Multi/Sports Utility vehicle
Slide 17: Domestic Presence – OE Multi/Sports Utility Vehicle
Domestic Presence – OE Multi/Sports Utility vehicle
Slide 18: Domestic Presence – OE Heavy & Light Commercial Vehicle
Domestic Presence – OE Heavy & Light Commercial Vehicle
Slide 19: Domestic Presence – OE Heavy & Light Commercial Vehicle
Domestic Presence – OE Heavy & Light Commercial Vehicle
Slide 20: Domestic Presence - Tractors
Domestic Presence - TRACTORS
Slide 21: Domestic Presence – OE 2 Wheelers
Domestic Presence – OE 2 WHEELERS Motorcycles & Scooters
Slide 22: Domestic – OE 3-Wheelers
E 3-WHEELERS FILTERS SHOX / STRUTS GASKETS FRICTION MATERIALS M&M » »> »> BAJAJ AUTO » » FORCE MOTORS » » PIAGGIO » » »
Slide 23: Domestic Presence - Major Engine Manufacturers
Domestic Presence Major Engine Manufacturers
Slide 24: Aftermarket Presence
FRICTION ENGINE COOLING MATERIALS SYSTEMS ADJUSTERS CARS » » MUVS / SUVS » » HCVS / LCVS » » »> TRACTORS » » 2/3 WHEELERS
Slide 25: Global Indian
GLOBAL INDIAN 14 Joint Ventures. 7 Technical Collaborations. 19 Companies. 49 Locations. 13,000 People.
Slide 26: Automotive
TL: KYB CORP. JAPAN TL: MAHLE GROUP, GERMANY JV: MAHLE GROUP, GERMANY YAMAHA MOTOR HYDRAULIC SYSTEMS, (Among the leading Automotive Component JAPAN & KYBSE, SPAIN & Systems suppliers in the world ) SHOCK ABSORBERS, STRUTS, FRONT FORKS, GAS SPRINGS, PISTON RINGS & CAST AUTOMOTIVE, RAILWAYS COOLANTS &
Slide 27: Automotive
JV: CY MYUTEC, KOREA JV: HENKEL TEROSON, GMBH (One of the largest manufacturers of JV: DANA HOLDING CORPORATION, USA A wholly owned subsidiary of the Synchroniser Rings in Korea) (A world leader in Drive Train products) HENKEL KG AA group, Germany TL: SUNRISE MSI, JAPAN HIGH PRECISION SINGLE CONE &
Slide 28: Automotive
JV: BEHR GMBH & CO. KG, GERMANY, JV: VALEO, FRANCE, (A World leader in Automotive (Among the world’s leading Automotive suppliers) JV: HALDEX AB OF SWEDEN, Air conditioning & Engine cooling systems) (The World No.1 in Auto slack adjusters and a prominent manufacturer of various Air Brake components)
Slide 29: Automotive
JV: MANDO CORPORATION, KOREA JV: FEDERAL-MOGUL CORPORATION, USA, TL: CONTINENTAL AUTOMOTIVE (A leading global supplier of SYSTEMS, GERMANY quality automotive products) AUTOMOTIVE, AGRICULTURAL, INDUSTRIAL, REFRIGERATION & STATIONARY ENGINES HYDRAULIC BRAKES, SHOCK ABSORBERS & STRUTS - Leading OEM Su
Slide 30: Automotive
JV: TAKATA JV: FAURECIA EMISSIONS CONTROL CORPORATION, JAPAN TECHNOLOGIES, FRANCE TL: SANGO, JAPAN EXHAUST MUFFLER ASSEMBLIES, RADIATOR COOLANTS, CATALYTIC CONVERTERS, PVC ADHESIVE & DGX FOR INSTRUMENT PANEL REINFORCE- THE AUTOMOTIVE INDUSTRY MENT ASSEMBLIES (IPRT) & DOOR SAFETY PRODUCTS - SEAT BELT
Slide 31: Hospitality Vertical
HOSPITALITY VERTICAL SUJAN Luxury Hotels
Slide 32: Sujan Luxury Hotels
COMPRISING OF A CHAIN OF GLOBALLY ACCLAIMED ENVIRONMENT FRIENDLY, SMALL & EXCLUSIVE LUXURY HOTELS ‘Sher Bagh’, Ranthambhore, ‘The Serai’, Jaisalmer
Slide 33: Accredited to Relais & Chateaux of France
Accredited to Relais & Chateaux of France – Exclusive collection of the finest hotels and restaurants in 55 countries Two High-end properties Sher Bagh - Luxury Tented Camp adjoining the beautiful Ranthambhore Tiger Reserve in Rajasthan The Serai - Luxury Desert Camp and Spa near the Medieval City o
Slide 34: International Accolades for Sujan Properties
INTERNATIONAL ACCOLADES FOR SUJÁN PROPERTIES THE SERAI, JAISALMER ‘101 Best Spas in the World’ ‘Editor’s Chioce Awards’ TALTER SPA GUIDE 2010 TRAVEL & LEISURE - THE IT LIST 2010 ‘The Top 100 Honeymoon ‘The Best New Hotels In The World’ Destinations In the World’ CONDE NAST TRAVELLER - THE HOT LIST 2
Slide 35: Organization & Management
ORGANIZATION & MANAGEMENT
Slide 36: Corporate Governance
CORPORATE GOVERNANCE Deep C Anand Foundation Anand Supervisory Board Independent Directors MANAGEMENT STRUCTURE Anand Policy Committee Anand Management Committee Anand Corporate Headquarters Company Boards & Management
Slide 37: Deep C Anand Foundation
Formation: 11th August 2003 Model : Bosch, Behr, Henkel Foundations OBJECTIVES • Reinforce Anand Beliefs • Vehicle for Perpetuity of Anand Businesses • Ensure orderly Succession Planning • Groom/motivate of new generation professional MANAGERS • Bridge between promoter entity & professional manageme
Slide 38: Anand Supervisory Board
ANAND SUPERVISORY BOARD INDEPENDENT DIRECTORS / ADVISORS ROLE GOVERNANCE • Accelerate Anand Vision of being the • Active participation in Board Meetings leading automotive systems Group in India • Safeguarding interest of all Stakeholders Safeguard & enhance Shareholder Value • Asking Hard Questions
Slide 39: Anand Policy Committee and Management Committee
ANAND POLICY COMMITTEE ANAND MANAGEMENT COMMITTEE ROLE ROLE • Approve new investments, M&As & review returns • Decide common operational issues & promote cohesion • Formulate / review strategic policy issues • Review annual budgets & performance of Group Cos. • People • Leverage Group strength to en
Slide 40: It's All About People
IT’S ALL ABOUT PEOPLE THE HR PIONEERS
Slide 41: Progressive Thinkers: The HR Pioneers
PROGRESSIVE THINKERS THE HR PIONEERS FOREFRONT OF GREAT HR PRACTICES PARTICULARLY THE AUTOMOTIVE SECTOR CORE VALUE OF PEOPLE FOCUS • Business is 90% people • ‘Great Places to Work’ award 2003, 2004, 2009. EMPLOYING WOMEN ON THE SHOP FLOOR • The Group strongly believes in women empowerment led by the
Slide 42: Developing Leadership from Within
DEVELOPING LEADERSHIP FROM WITHIN • Most of Anand’s senior management today grown within the group > 25 to 30 years • Intensive Leadership Development & Training programs • Mentoring and coaching program for developing young professionals into leaders - continous pipeline of future leaders. THE WORL
Slide 43: Committed to Social Responsibility
COMMITTED TO SOCIAL RESPONSIBILITY • Social engagement wing of Anand • Education, Health & Women Empowerment • Registered NGO & present at all manufacturing bases of Anand. • Major focus - ‘Preparing Youth for the 21st century marketplace’ through vocational education and training in life-skills
Slide 44: Nurturing Talent: Anand University
NURTURING TALENT ANAND UNIVERSITY CORPORATE UNIVERSITY Covers needs of Anand - commitment to the development of its people Mission: To provide leadership development and cross learning opportunities in a supportive training environment Inspires a sense of pride and ownership in employees, many of wh
Slide 45: Growth & Investment Road Map 2010-2015
GROWTH & INVESTMENT ROAD MAP 2010 - 2015
Slide 46: Sales (Rs. Bn)
SALES 2011 EXP, AM, 8.0% (Rs. Bn) 10.0% 50 100 100.00 OE, 82.0% 75.00 2015 50 AM, EXP, 50.00 8.3% 41 9.5% 100 25.00 2010A 2011 2015 OE, 82.2%
Slide 47: Sales: Top Companies 2011 and 2015
SALES (Rs. Bn.) TOP 5 COMPANIES - 2011 Gabriel, 22% Others, 29% 50 Spicer, Mahle, 19% 8% Mando, 11% Behr, 11% TOP 5 COMPANIES - 2015 Others, Gabriel, 22% 29% 100 Mando, Spicer, 8% 19% Mahle, 10% Behr, 12%
Slide 48: The Future
THE FUTURE ANAND >
Slide 49: Growth Plans
GROWTH PLANS ORGANIC • Sales of US$2Bn (Rs 100 Bn) by 2015 INORGANIC • New Product opportunities with existing JV partners • New products for Two wheeler industry • New products for Defence & Railways • Electronics, Informatics, Control systems, Hybrids BACKWARD INTEGRATION
Slide 50: Driven as a Unified Corporate Entity
DRIVEN AS A UNIFIED CORPORATE ENTITY