Jamna Auto Industries Ltd. — Investor Presentation 2021

Aug 27, 2021

==> picture [70 x 31] intentionally omitted <==

Jamna Auto Industries Ltd.

August 27, 2021

To, BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai- 400001 Maharashtra BSE Code: 520051

To,

National Stock Exchange of India Limited Exchange Plaza, Plot no. C/1, G Block, Bandra-Kurla Complex, Bandra (E) Mumbai - 400 051, Maharashtra NSE Code: JAMNAAUTO

- Subject Clarification on Increase in Volume of Scrip

Dear Sir / Madam,

This is with reference to email received from your office seeking clarification on increase in volume in the scrip of the Company across exchanges.

In this regard, we want to clarify that the Company has been making regular disclosure of information to the exchange and on its web site at www.jaispring.com. On August 26, 2021, the Company has made an announcement to the Exchange for Investor Presentation. The same is updated at our web site www.jaispring.com and also attached herewith for your reference. There is no material information pending with the Company that could have triggered increase in volume. We also confirm that the Company will promptly intimate to the stock exchanges any material event, information etc. in compliance with the Company’s policy for determination of materiality of events/information framed pursuant to regulation 30 of the SEBI (LODR) Regulations, 2015.

Kindly take the above information on record.

Thanking you, Yours faithfully, For Jamna Auto Industries Limited Digitally signed by PRAVEEN PRAVEEN LAKHERA LAKHERA Date: 2021.08.27 12:00:22 +05'30'

Praveen Lakhera Company Secretary & Head-Legal

Encl.: As above

Corporate Office: 2, Park Lane, Kishangarh, Vasant Kunj, New Delhi-110070

Tele: +91-11-26893331, 26896960, 32648668 | Fax: +91-11-26893192| www.jaispring.com | CIN: L35911HR1965PLC004485 Regd Office: Jai Spring Road, Yamuna Nagar (Haryana)-135 001, India | Tel: +91-l732-251810 | Fax: +91-1732-251820 YAMUNA NAGAR | MALANPUR | CHENNAI | JAMSHEDPUR | PANTNAGAR | HOSUR | PUNE

==> picture [406 x 199] intentionally omitted <==

Jamna Auto Industries Limited

==> picture [18 x 27] intentionally omitted <==

LAKSHYA 5 YEAR PLAN 26[th] August, 2021

Jamna Auto Industries Limited

==> picture [17 x 40] intentionally omitted <==

==> picture [69 x 34] intentionally omitted <==

LAKSHYA 5 YEAR PLAN

This year, JAI launches its first 5-year plan named “Lakshya 50XT” with 4 key targets for FY-26. The launch of this plan is an important milestone for JAI to bring together the entire organization and to focus on a common goal. The key objective of this plan is to achieve future growth and to de-risk business through market & product diversification.

LAKSHYA 50XT

==> picture [887 x 21] intentionally omitted <==

2

Jamna Auto Industries Limited

==> picture [17 x 40] intentionally omitted <==

==> picture [69 x 34] intentionally omitted <==

50% revenue from New Markets

JAI strategy is to serve diverse markets to achieve its growth objectives. In this direction we have taken several steps to increase our market share in Domestic After-Market and Exports. With these initiatives we have successfully created a structure of SCM and channel partners to supply varied products pan India. We would leverage this structure to sell various new products. We have achieved limited success in increasing our after-market sales and there is still good potential to increase our sales further. As we have already created a distribution network, we will reap the benefits going forward. We are further complementing our actions by doing direct retailing and digitizing the entire After Market operations. It is likely that the consolidation in market place will take place due to GST and demonetization, which will give tailwind effect to our efforts and increase our sales further.

In the after-market export also JAI has done a lot of ground work which has not reflected into topline numbers. We are hopeful that sales numbers would start improving in next 3 years. We are evaluating more product lines which have a good potential in export market. In this 5 year plan JAI will also be focusing on OE-Exports. JAI targets 50% revenue from new markets of which 10% would be from Exports.

50% revenue from New Products

We have been launching a range of new products every few years which has increased our share of revenue from new products. Going forward we would be further increasing our existing product portfolio to increase content per vehicle. The plan is to introduce new products such as allied parts for suspension, machined parts, full range of trailer suspension and other products through distribution, sourcing or manufactured route. We plan to leverage our existing infrastructure which is favorably placed near customer’s location.

JAI is also planning to add many new products in After Market to increase (COPC) Content of Other Products sales for Channel partners (distributor, dealer and mechanics) which will help in increase their revenues.

JAI has launched various high technology products like Parabolic Springs and Lift Axles in the past. Our R&D team has developed Extralite Springs using technology from Tinsley Bridge Ltd. - U.K. These Extralite Springs are currently under validation. We also plan to introduce cold processed U-Bolt using superior manufacturing and design technology. Going forward technology will be focus area for us. JAI targets 50% revenue from new products of which 10% would be from new technology products.

==> picture [887 x 21] intentionally omitted <==

3

Jamna Auto Industries Limited

==> picture [17 x 40] intentionally omitted <==

==> picture [69 x 34] intentionally omitted <==

50% Return On Capital Employed

JAI would continue to remain ROCE focused company. Our current Lakshya Target is 33% ROCE. With the company’s prudent financial policies, lower breakeven point and increased share of value added products & diversified markets, JAI targets 50% ROCE by FY-26.

50% Dividend Pay-out

JAI current dividend policy is to pay 33% of PAT as dividend. In accordance with the Lakshya 50XT plan, by FY 26 JAI shall target distribution of 50% of PAT in a year as dividend (inclusive of tax, if any) or shares buy back or both.

==> picture [887 x 21] intentionally omitted <==

4

Jamna Auto Industries Limited

==> picture [17 x 40] intentionally omitted <==

==> picture [69 x 34] intentionally omitted <==

COMPANY OVERVIEW

==> picture [887 x 21] intentionally omitted <==

5

Jamna Auto Industries Limited

==> picture [17 x 40] intentionally omitted <==

==> picture [69 x 34] intentionally omitted <==

JAI AT A GLANCE

==> picture [62 x 78] intentionally omitted <==

==> picture [62 x 78] intentionally omitted <==

==> picture [62 x 78] intentionally omitted <==

==> picture [62 x 78] intentionally omitted <==

==> picture [62 x 78] intentionally omitted <==

8 Manufacture Strategically ~ 300 located plants across India Parts for OEMs &

In-house R&D Centre

Strong After Market Rated network: More than A1+/AA16000 by ICRA touch points

~5000+

Parts for After Market

India’s Prominent

Suspension Manufacturer

==> picture [887 x 21] intentionally omitted <==

Jamna Auto Industries Limited is referred to as “JAI” hereinafter

6

Jamna Auto Industries Limited

==> picture [17 x 40] intentionally omitted <==

==> picture [69 x 34] intentionally omitted <==

JAI’S PLANTS : STRATEGICALLY LOCATED ACROSS CV HUBS

OEM Plants New Locations (3) JAI Existing Plants (8) Ropar – SML Isuzu Pant Nagar - Tata Motors, Ashok Leyland Alwar – Ashok Leyland Lucknow - Tata Motors Jamshedpur - Tata Motors Indore – VECV, Force Motors

Pune – Tata Motors, Mahindra, Force Motors

Bengaluru – Volvo, Ashok Leyland (Hosur), Leyland Nissan (Hosur), Scania

Chennai – Ashok Leyland (Ennore), Bharat Benz (Daimler)

==> picture [887 x 21] intentionally omitted <==

7

Jamna Auto Industries Limited

==> picture [17 x 40] intentionally omitted <==

==> picture [69 x 34] intentionally omitted <==

JAI’S OEM CUSTOMERS

==> picture [666 x 344] intentionally omitted <==

==> picture [887 x 21] intentionally omitted <==

8

Jamna Auto Industries Limited

==> picture [17 x 40] intentionally omitted <==

==> picture [69 x 34] intentionally omitted <==

JAI’S PRODUCT PORTFOLIO

==> picture [828 x 168] intentionally omitted <==

----- Start of picture text -----

Conventional Leaf Spring
Parabolic Leaf Spring Z-Spring Stabilizer Bar
----- End of picture text -----

==> picture [887 x 21] intentionally omitted <==

9

Jamna Auto Industries Limited

==> picture [17 x 40] intentionally omitted <==

==> picture [69 x 34] intentionally omitted <==

JAI’S PRODUCT PORTFOLIO

Bus Air Trailer Air Suspension Suspension

Lift Axle

==> picture [170 x 34] intentionally omitted <==

----- Start of picture text -----

Trailer Mechanical and Air
Suspension with Lift Axle
----- End of picture text -----

==> picture [121 x 34] intentionally omitted <==

----- Start of picture text -----

Trailer Mechanical
Suspension
----- End of picture text -----

==> picture [887 x 21] intentionally omitted <==

10

Jamna Auto Industries Limited

==> picture [17 x 40] intentionally omitted <==

==> picture [69 x 34] intentionally omitted <==

JAI’S PRODUCT PORTFOLIO

LIFT AXLE ALLIED Components

Trailer ALLIED Components

SPRING ALLIED Components

==> picture [887 x 21] intentionally omitted <==

Some of the Products above are only traded

11

Jamna Auto Industries Limited

==> picture [17 x 40] intentionally omitted <==

==> picture [69 x 34] intentionally omitted <==

INCREASING CONTENT PER VEHICLE

Upcoming products

Bogie Bracket NODO Bracket

ATS Bracket

HANGER SHACKLES SPRING PIN

U BOLT

==> picture [887 x 21] intentionally omitted <==

12

Jamna Auto Industries Limited

==> picture [17 x 40] intentionally omitted <==

==> picture [69 x 34] intentionally omitted <==

SHAREHOLDING PATTERN AS ON JUNE 30, 2021

Category Wise Breakup

==> picture [269 x 270] intentionally omitted <==

----- Start of picture text -----

31%
50%
1.7%
17.3%
----- End of picture text -----

==> picture [429 x 217] intentionally omitted <==

----- Start of picture text -----

Categories % Holding 30.06.21 % Holding 31.03.21
Promoters 50.0% 50.0%
Institutional 17.3% 15.5%
Investors
Bodies 1.7% 2.0%
Corporate
Individual and 31.0% 32.5%
Others
Total 100% 100%
----- End of picture text -----

Promoters Institutional Investors Body Corporate Individual & Others

==> picture [887 x 21] intentionally omitted <==

13

Jamna Auto Industries Limited

==> picture [17 x 40] intentionally omitted <==

==> picture [69 x 34] intentionally omitted <==

CONTRIBUTING TO THE SOCIETY

==> picture [87 x 11] intentionally omitted <==

----- Start of picture text -----

Environment
----- End of picture text -----

We are committed to contribute to the social and economic welfare of communities in which we operate. Playing an active role in sustaining positive change within society, we aim to create opportunities for the holistic development of people from all sections of society.

==> picture [66 x 12] intentionally omitted <==

----- Start of picture text -----

Education
----- End of picture text -----

==> picture [101 x 86] intentionally omitted <==

Handing over COVID Care equipment to Chief Medical Officer, Yamuna Nagar

==> picture [101 x 86] intentionally omitted <==

Distribution of sapling to trainees on World Environment Day .

Women Our Focus Empowerment areas Sports

==> picture [101 x 86] intentionally omitted <==

==> picture [101 x 86] intentionally omitted <==

Healthcare

Awarding certificate Sponsored District to passed out trainees Body Building in computer course. Championship 2021.

Support to destitute

==> picture [887 x 21] intentionally omitted <==

14

Jamna Auto Industries Limited

==> picture [17 x 40] intentionally omitted <==

==> picture [69 x 34] intentionally omitted <==

CONTRIBUTING TO THE SOCIETY

1. Environment

2. Education

3. Sports

4. Community Outreach

1675 saplings were planted and distributed in New Delhi, Yamuna Nagar and Jamshedpur.

Conserved rain water through constructed check dams and storage of water in tanks.

Distributed jute bags to villagers and trainees in skill training centers in Yamuna Nagar.

• Installed hand sanitizer dispensers in all adopted Govt. schools in Yamuna Nagar to protect students and teachers from COVID 19 pandemic.

• Renovated basic facilities and infra in Govt. school, Mandol, Yamuna Nagar.

Provided sports kits to 05 Govt. schools in Yamuna Nagar to promote sports

Sponsored 32 star sports person for their diet and coaching.

Sponsored District level Body Building Championship 2021 in Yamuna Nagar.

Distributed personal safety equipment (face mask, hand sanitizer machine, gloves, soap, etc.) and 1000 COVID Relief Kit to Govt. depts., public places and families in Chennai, Gurugram and Yamuna Nagar.

Distributed monthly pensions to 74 senior citizen, widows, and PWD in adopted villages in Yamuna Nagar.

270 dry ration kits were distributed to migrant’s laborers and blind people in Delhi and Chennai.

Awarded certificate to 31 passed out trainees in computer course in Delhi.

Provided financially support to poor and needy patients in Yamuna Nagar.

==> picture [887 x 21] intentionally omitted <==

15

FORWARD LOOKING STATEMENT

THANK YOU