SCHAEFFLER INDIA LIMITED Schaeffler India Limited · Pune · Maharashtra | |
BSE Limited | National Stock Exchange of India Limited |
Phiroze Jeejeebhoy Towers, | Exchange Plaza, C - 1, Block G, |
Dalal Street, | Bandra-Kurla Complex, Bandra (E), |
Mumbai-400001 | Mumbai-400051 |
Company Code: 505790 | Company Code: SCHAEFFLER |
17/02/2022
Sub: Investor Presentation
Dear Sirs,
Phone: +912068198464
Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith Investor Presentation on Financial Results of the Company for the quarter and year ended December 31, 2021.
Kindly take the same on your record.
Thanking you.
Yours faithfully,
For Schaeffler India Limited
Ashish Tiwari,
VP - Legal & Company Secretary
Encl.: As above
Schaeffler India Limited
Registered and Corporate Office: 15th Floor, (ASTP) Amar Sadanand Tech Park, Baner, Pune, Maharashtra, India - 411045 Tel: +91-20-68198400 | Fax: +91-20-68198405
CIN: L29130PN1962PLC204515, www.schaeffler.co.in, info.in@schaeffler.com,
Schaeffler India Limited
Investor Presentation - Q4/12M 2021
February 17, 2022
Feb 17, 2022 | Schaeffler India Limited | Q4 & 12M 2021 Investor Presentation | 1 |
PUBLIC
Agenda
1
2
3
Economy & Industry
Q4 / 12M 2021 Performance
Stakeholder Value Creation
Feb 17, 2022 | Schaeffler India Limited | Q4 & 12M 2021 Investor Presentation | 2 |
PUBLIC
1 Economy & Industry
Economy | Outlook remains positive
GDP Growth % (YoY) 1)
20.1 | ||||||||||||||||
4.6 | 3.3 | 3.0 | 0.5 | 1.6 | 8.4 | |||||||||||
-7.4 | ||||||||||||||||
-24.4 | ||||||||||||||||
Q3 | Q4 | Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 | ||||||||
Prov | ||||||||||||||||
2019 | 2020 | 2021 | ||||||||||||||
Inflation Rate % (CPI) 3) | ||||||||||||||||
5.0 | 5.5 | 6.3 | 6.3 | 5.6 | 5.3 | 4.9 | 5.6 | |||||||||
4.1 | 4.4 | 4.5 | ||||||||||||||
4.2 |
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Prov
2021
Feb 17, 2022 Schaeffler India Limited | Q4 & 12M 2021 Investor Presentation
IIP Growth % (YoY) 2)
134.0 | ||||||||||||||
24.2 | 27.6 | |||||||||||||
13.8 | ||||||||||||||
11.5 | 13.0 | 4.4 | 4.0 | 1.3 | ||||||||||
-0.6 | -3.2 | 0.4 | ||||||||||||
Jan | Feb Mar | Apr May | Jun | Jul | Aug Sep | Oct Nov | Dec | |||||||
Prov Prov Prov | ||||||||||||||
2021 | ||||||||||||||
Core Industry Growth % (YoY) 4) | ||||||||||||||
62.6 | ||||||||||||||
1.3 | 12.6 | 16.4 | 9.4 | 9.9 | 12.2 | 5.4 | 8.4 | 3.4 | 3.8 | |||||
-3.3 | ||||||||||||||
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Prov Prov Prov
2021
Key comments
- GDP growth for Q3'21 projected at 8.4%
- IIP growth in FY22 YTD Dec registered at 15.2% compared to a degrowth of 13.3% same period last year
- Dec'21 CPI higher with increased fuel and food inflation at 10.9% and 4.5 % respectively
- Core industry growth in FY22 YTD Dec registered at 12.6% compared to degrowth of 9.8% same period last year
Note : Data is reinstated every quarter as per final reports released by Authorities
Source of data :
- Ministry of Statistics GDP at constant prices 2011-12 series : Data representation as per calendar year in above chart
- Ministry of Statistics IIP 2011-12 series
- Reserve Bank of India - 2012 indexed to 100
- Office of Economic Advisor
3
PUBLIC
1 Economy & Industry
Core sector performance | Growth momentum continues
2020 | 2021 | CY 2021 Growth |
Key comments
Cement Production (mn T) | 21.5% | |||||||||||||
35 | 31 | 32 | ||||||||||||
30 | 31 | 30 | 25 | 28 | 30 | 28 | 27 | |||||||
31 | 24 | |||||||||||||
31 | ||||||||||||||
28 | ||||||||||||||
25 | 26 | 24 | 24 | 27 | 25 | |||||||||
22 | ||||||||||||||
21 | ||||||||||||||
4 | ||||||||||||||
Jan | Feb Mar | Apr | May | Jun | Jul | Aug | Sep Oct Nov Dec | |||||||
Coal Production (mn T) | 6.3% | |||||||||||||
97 | ||||||||||||||
74 | 75 96 | 64 | 68 | 76 | ||||||||||
79 | 72 | |||||||||||||
76 | 52 | 54 | 52 | 55 | 54 | 53 | ||||||||
63 | ||||||||||||||
50 | 56 | |||||||||||||
48 | 48 | 46 | 45 | 49 | ||||||||||
Steel Production (mn T) | 18.4% | |||||||||||||
11 | 10 | 11 | 10 | 9 | 10 | 10 | 10 | 10 | 10 | 11 | ||||
9 | 11 | |||||||||||||
10 | 10 | 10 | 9 | 10 | 10 | |||||||||
8 | 9 | |||||||||||||
8 | ||||||||||||||
6 |
2
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Electricity Generation (bn KWH) | 9.2% | ||||||||||||||||||
132 | 127 | 124 | 135 | 137 | |||||||||||||||
120 | 118 | 123 | 123 | 118 | |||||||||||||||
112 | 108 | ||||||||||||||||||
122 | 122 | ||||||||||||||||||
114 | 112 | 107 | 110 | 114 | 119 | 119 | 106 | 115 | |||||||||||
92 |
Overall core sector performance for FY'22 YTD Dec'21 is 12.6% compared to degrowth 9.8% same period last year
Sector weightage within eight core sectors
Sector % weight
Cement5.4%
Steel17.9%
Coal10.3%
Electricity19.9%
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec | Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec |
Feb 17, 2022 Schaeffler India Limited | Q4 & 12M 2021 Investor Presentation
Source of core sectors data: Office of Economic Advisor CY - Calendar Year
4
PUBLIC
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Schaeffler India Limited published this content on 17 February 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 17 February 2022 10:15:07 UTC.
