*$=o Jamna Auto lndustries Ltd.

January 3 1, 201 9

To, To. BSE Limited National Stock Exchange of Limited Phiroze Jeejeebhoy Towers, Dalal Street, Exchange Plaza, Plot no. C/1, G Block, Mumbai- 400001 Maharashtra Bandra-Kurla Complex, Bandra (E) Mumbai - 400 05 l, Maharashtra BSE Code: 520051 NSE Code: JAMNAAUTO

Subiect-Presentation on the financial results ofthird quarter of Financial Year 2018-19

Dear Sir,

Pursuant to the requirements ofRegulation 30 and Regulation 46 ofSEBI (Listing Obligations & Disclosure Requirements) Regulations, 2015, we are enclosing herewith the presentation by the Company perlaining to the financial results of third quarter ofFinancial Year 2018- 19.

Kindly take the above information on record.

Thanking you,

Yours faithfully,

For amna Auto Industries Limited US

Praveen a l'- I s Co Secretary & Head-L v EPany t ",,'

Encl: As above

Corporate Office: 5th Ftoor, Commercial Tower, Hotel Novotel & Pullman, Asset Area No. 2, Hospitality District, Aerocity New -1lOO3Z Tele: +91-|1-45504550 I Fax: +91-ll-45504551 I www.jaispring.com I CIN: L359l1HRl965PLC0O4485 I Fax: +91-1732-251820 Regd Office: Jai Spring Road, Yamuna Nagar (Haryana) - t35 OOl, lndia lTel: +91-1732-251810 YAMUNA NAGAR I MALANPUR I I I PANTNAGAR I IE|"''-'''TCKNOW Investors’ Presentation Q3 FY’19

Future Ready for Growth…

Jamna30/07/16 Auto Industries Ltd. Company Overview

Jamna30/07/16 Auto Industries Ltd. 2 JAI TODAY

India’s 9 #1 Strategically located Spring plants Manufacturer across India

Manufacture Rated ~ 500 Parts A1+/AA for OEMs & by ICRA ~2,000 parts for After Market

Strong After Market network: More than In-house 10,000 R&D Centre touch points

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

30/07/16 Jamna Auto Industries Ltd. 3 JAI’s Transformational Journey

FY 2014 FY 2018

Locations 5 9

Capacity 180,000 MTPA* 240,000 MTPA*

Conventional Leaf Spring Conventional Leaf Spring Parabolic Spring Parabolic Spring Products Lift Axle Lift Axle Air Suspension

Revenue ₹833 crore ₹1,738 crore

Market ₹350 crore ₹3,500 crore Capitalization

ROCE 12% 51%

Dividend 33% 33%

* MTPA refers to Metric Tons per Annum 30/07/16 Jamna Auto Industries Ltd. 4 JAI’s Corporate Strategy : Growth and Diversification

Expand Locations Diversify Products De-risk Markets Manufacturing Plants Existing Products Existing Markets  Yamuna Nagar  Malanpur  Leaf Spring  OE India  Chennai 1- Leaf Spring  Chennai 2- Suspension  Parabolic Spring  AM India  Jamshedpur  Lift Axle  AM Exports   Hosur  Air Suspension  OE Exports Assembly Plants  Lucknow* Products in the pipeline  Pant Nagar*  Stabilizer Bar Upcoming Plants  U Bolt  Indore  Z Springs  Adityapur*  Trailer Suspension *Under subsidiaries of Jamna Key Strengths Team of expert, innovative, self driven people Best in class manufacturing facilities

Largest Supplier to Tata, Leyland & Daimler Prudent financial management policies

30/07/16 Jamna Auto Industries Ltd. 5 JAI’s Corporate Strategy : Lakshya

Operational Goals Financial Goals

Product De-risking Diversifying Markets Maximizing Returns Value Creation 33% 33% 33% 33% Revenue from Revenue from 33%ROCE GOALS Dividend New Products New Market ROCE Payout

37% 15% 33% Revenue from Revenue from 51% FY’18 Dividend* New Products ACHIEVED New Market ROCE Payout

*9th consecutive year of dividend payout

Jamna Auto Industries Ltd. 6 JAI’s Product Portfolio

Existing Products Upcoming Products Stabilizer Bar 1) Conventional Leaf Spring 2) Parabolic Leaf Spring

U Bolt

Z Spring

3) Lift Axle 4) Air Suspension

Trailer Suspension

Jamna Auto Industries Ltd. 7 JAI’s Plants: Strategically located across CV hubs

OEM Plants Pant Nagar Ropar JAI Existing Plants (9) SML Isuzu Upcoming Plants (2) Yamuna Nagar Gurugram Pant Nagar Lucknow Maruti Tata Motors Lucknow Alwar Malanpur Ashok Leyland

Bhuj Jamshedpur TATA Motors Indore Jamshedpur AMW Adityapur Indore Pune VECV Pune Man Trucks Tata Motors Mahindra Force Motors Sri City Bangalore ISUZU Vovlo Chennai- Pillaipakkam Ashok Leyland (Hosur) Hosur Chennai Kamaz Vectra (Hosur) Chennai- MM Nagar Ashok Leyland (Ennore) Leyland Nissan (Hosur) Bharat Benz (Daimler) Scania Renault Nissan

Map Source: as available on www.surveyofindia.gov.in dated 17.02.2017 The Map is for illustrative purpose only

Jamna Auto Industries Ltd. 8 JAI’s OEM Customers

WORLD’S LEADING PLAYERS IN LEAF SPRING

Jamna30/07/16 Auto Industries Ltd. 9 Shareholding Pattern as on Dec 31, 2018

Category-wise break-up 3.2% 1.0%

3.3% Category No of shares in % 5.4% Promoters 190,773,150 47.9 Individuals 127,528,821 32.0 7.1% Mutual Funds 28,201,367 7.1 Foreign Portfolio Investors 21,636,380 5.4 47.9% Bodies Corporate 13,281,985 3.3 Financial Institutions & Others 12,925,890 3.2 NRIs 4,116,292 1.0 Total 398,463,885 100 32.0%

Promoters Individuals

Mutual Funds Foreign Portfolio Investors

Bodies Corporate Financial Institutions & Others Banks / Others

Jamna30/07/16 Auto Industries Ltd. 10 Industry Highlights

Jamna30/07/16 Auto Industries Ltd. 11 Industry Highlights

Fine quarter for the CV Industry

. Total CV production grew by 13% YoY . M&HCV production saw a jump of 13% YoY

CV Production: Q3 FY’18 vs. Q3 FY’19 Market Share- OEM India

267 237

Others 29% 300 153 136

200 101 114 Total

100 LCVs M & HCVs - CV CV production (in '000 nos.) FY'18 FY'19 Jamna Auto Q3 Q3 71% M & HCVs LCVs Total

Data Source- SIAM + Internal Data Source- Internal

Jamna30/07/16 Auto Industries Ltd. 12 Shift in Global Leaf Spring Market 1980’s Leaf Spring Manufacturer Base Country Capacity NHK Spring Co. Ltd Japan 200,000 Delphi USA 100,000 Eaton/Oxford Canada 100,000 Krupp Germany 40,000 Hendrickson USA 40,000 DSP USA 40,000 Rejna Europe 40,000 Hoesh Germany 30,000 Sarfedern Germany 20,000 Johns Woodhead UK 10,000 Current Leaf Spring Manufacturer Base Country Capacity Rassini Mexico 250,000 Jamna Auto Industries Ltd. India 240,000 Hendrickson Canada & Mexico 216,000 NHK Springs Co. Ltd. Japan & Thailand 150,000 Dong Feng China 105,000 FAW China 100,000 MBHA Spain 60,000 Olgen Turkey 40,000 LPDN Europe 26,500

Capacity in Tons per Annum Jamna30/07/16 Auto Industries Ltd. 13 Financial Updates

Jamna30/07/16 Auto Industries Ltd. 14 Key Financial Trend : Q3 FY’18 Vs. Q3 FY’19

All Figures in Rupees Crore

Net Sales PBIDT

3% 6%

486 470 67 63

Q3 FY'18 Q3 FY'19 Q3 FY'18 Q3 FY'19

PBT Cash Accruals

2% 2%

47 46 42 41

Q3 FY'18 Q3 FY'19 Q3 FY'18 Q3 FY'19

Cash Accruals: PAT+ Depreciation

Jamna30/07/16 Auto Industries Ltd. 15 Financial Results – Q3 FY’19 All Figures in Rupees Crore 2017-18 2018-19 2017-18 2018-19 % Growth % Growth

Particulars Q3 FY'19 Q3 FY'19 12M Q3 Q3 Q2 Vs Vs Q3 FY'18 Q2 FY'19

Net Sales 1,738.1 486.3 470.3 548.4 3.4% -11.3% PBIDTA 245.7 67.1 63.0 71.2 6.5% -5.7% Operating Margin 204.3 54.8 53.0 60.7 3.6% -9.6% PBT 186.1 46.2 47.1 54.4 -2.0% -15.1% PAT 125.3 28.6 31.7 35.5 -10.0% -19.6% Cash Accruals 166.7 40.8 41.8 46.0 -2.3% -11.3%

PBDITA Margin (%) 14.1% 13.8% 13.4% 13.0% 0.4% 0.8% Operating Margin (%) 11.8% 11.3% 11.3% 11.1% 0.0% 0.2% PBT (%) 10.7% 9.5% 10.0% 9.9% -0.5% -0.4% PAT (%) 7.2% 5.9% 6.7% 6.5% -0.9% -0.6% Cash Accruals (%) 9.6% 8.4% 8.9% 8.4% -0.5% 0.0%

Cash Accruals: PAT+ Depreciation

Jamna30/07/16 Auto Industries Ltd. 16 Contributing to Society

Adopted ten Aanganwadi centers in the collaboration with Started three new “Jamna Stitching & Tailoring Women & child department, Yamunanagar Centers” in Yamuna Nagar & Malanpur

Other Achievements made in Q3 FY’19:

Environment: Gifted 800 saplings among employees, Provided sponsorship to 63 outstanding community people & truck drivers in Malanpur, Madhya Pradesh sports persons in Olympic Games

Education: Collaborated with NIIT Foundation for assessment & certification of computer course. Total 58 trainees have been completed their basic CCMO course in 1st quarter & got certificates for NIIT Foundation in Delhi NCR

Sports: Distributed sports equipment to Govt. schools, and Fulwari Centers in Jamshedpur, Yamunanagar, Delhi & District Prison, Gurgaon

Community Outreach: Organized “Food for All” for more than 12000 poor people in Delhi & Yamunanagar; Organized a multispecialty health camp, eye camps in 3 states where more than 200 patients were screened, 44 patients got spectacles, Distributed woolen to 235 Sr. citizens, widow & PWD"s at one got cataract surgery Jamshedpur & Delhi Jamna30/07/16 Auto Industries Ltd. 17 Forward Looking Statement

This presentation is made to enable investors to comprehend our prospects and take informed investment decisions. This presentation may contain certain forward looking statements within the meaning of applicable laws and regulations. We cannot guarantee that these forward-looking statements will be realized, although we believe we have been prudent in assumptions. The achievement of results is subject to risks, uncertainties and even inaccurate assumptions. Should known or unknown risks or uncertainties materialize, or should underlying assumptions prove inaccurate, actual results could vary materially from those anticipated, estimated or projected. Readers should bear this in mind. We undertake no obligation to publicly update any forward-looking statements, whether as a result of new information, future events or otherwise.

Thank You

Jamna30/07/16 Auto Industries Ltd.