farm equipment sector analyst meet presentation

8/13/2019 Farm Equipment Sector Analyst Meet Presentation

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2Copyright © 2012 Mahindra & Mahindra Ltd. All rights reserved.

30th May 2013

Mahindra Farm Equipment



4

* M&M Ltd. is the largest tractor company in the

world, by volume



5

Domestic Industry Historical Volumes

77312

64515

79217

146261

135970

245849

240195

215377

176404

226867

264271

318293

302241303921

400203

480377

535210

525970

0

100000

200000

300000

400000

500000

600000

(F73-F82)

CAGR:

14.7%

(F86-F92)

CAGR:

12.0%CAGR:

10.4%

(F94-F00)

CAGR:

12.6%

(F03-F13)

Source : TMA

No of Tractors



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Long term trend

40 Years CAGR : 8.2%

10 Years CAGR : 12.6%

Hence a Robust Industry



F13 : One of The Lows…..

535210 525970

F12 F13

221730211596

F12 F13

Industry M&M

Continued Domination

FES MS : 40.2%

(Loss : 1.2% over PY)



< All India

Average

Significantly

above all India

Average

> All India

Average

Growth / Drop with respect to F12

10.4%

7.1%

2.2%

19.6%

0.9% 4.7%

-14.5%19.0%

40.0%

19.3%

-0.5%

-23.9%

-22.6%

-26.6%

-24.7%

-29.1%

Industry

Performance



F13 : Exports

5,7464,769

5,385

6,9817,525 8,533

6,933

8,837

11,812

13,722

12,289

F03 F04 F05 F06 F07 F08 F09 F10 F11 F12 F13

Degrowth in SAARC Countires



Deming Prize for Swaraj



Golden Peacock for Quality



Customer Satisfaction Index

F08 F09 F10 F11 F12 F13

84

89

93 9396

108

76 79

83

96

106

115

Mahindra & Swaraj : among Top 2 Brands



Zaheerabad plant inauguration



19

Salute to the Change Leaders of Agriculture

Felicitated 9 national & 19 Regional / Runner up in the 3rd edition of

Mahindra Samriddhi India Agri Awards 2013




Results F13….



21

Maintained Margins during tough conditions

11,688 11,990

F12 F13

Segment Revenue (Rs.crs)1833 1858

F12 F13

Segment Result (Rs.crs)

2.6%1.4%

15.7 15.5

F12 F13

PBIT %

F13 Robust Financial Management




Going Ahead…..



23

Long Term View

158

8780

69

2733

Tractor penetration per 1000 Hectares

Continued long term opportunity for

Industry Growth

Source : Crisil Tractor Industry Initiation Report – July 2011



24

2.282.00

1.84 1.69 1.55 1.41 1.33 1.23 1.15

0.00

0.50

1.00

1.50

2.00

2.50

A v e r

a g e L a n d h o l d i n g

( i n

H e c t a r e s )

Reducing Farm size

Source : Agricultural census division

Source : NSSO

Source : CII Agro Tech 2012

Low productivity

Q u i n t a l / H e c t a r e

Future of Agriculture is Mechanization

Source : MOSPI



25

Mechanization

Est Rs 3500 Crs Industry

Opportunity to leverage and grow

We are geared to leverage the opportunity

Specialization in Land preparation & Harvesting



26

Illustration: Farming Solutions for RICE

NurseryGrowingRICE

Tillage

Harvesting

CropManagement

Planting

Residuehandling




F14…



29

F14 : Industry Outlook

Industry expected to grow at 6-8%



30

Brand

Ability to get

Premium

Product Quality

Customer

Centricity

Reach

1250 + Dealers

2.8 Million

Customers

Process

JQM / Deming,

TPM

MDMS, SSS

Cost

Management

People

Engagement

Capability

FES : Astras



32

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Copyright © 2012 Mahindra & Mahindra Ltd. All rights reserved.

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