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Investor Presentaiton

Industry Overview - India Opportunity Other Equipments - Sustained Recovery Tippers Sales (Unit Sales) Farm Equipment (Unit Sales)² SREI Together We Make Tomorrow Happen 8% CAGR 68,450 16% CAGR 78,400 89,900 3% CAGR 9% CAGR 58,150 696,700 42,800 45,000 604,750 642,510 703,000 767,500 836,200 559,200 33,300 33,250 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18E 2018-19E 2019-20E 2013-14 2014-15 2015-16 2016-17 2017-18E 2018-19E 2019-20E Used for transporting material (such as sand, gravel or demolition waste) and crushed aggregates for construction and infrastructure projects IT Equipment (Revenue, INR Bn)1 India has witnessed a significant rise in the use of IT equipment1, due to rising disposable incomes and reduced prices due to rapid innovation in technology Medical Equipment (Sales, INR Mn) 665 652 640 625 631 622 606 598 21% CAGR 19% CAGR 160,300 132,000 108,900 37,200 44,600 52,000 62,600 75,300 90,000 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18E 2018-19E 2019-20E 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18E 2018-19E 2019-20E • Tractors have the major share of the farm mechanisation market in India • There is room for sufficient growth in this segment with India being an agriculture-based economy Source: Feedback Analysis Note: Market Size is by Value of CME equipment sales Includes PC Segment, Printers, Enterprise networking, Servers, Storage Includes total sales of Tractor, Power Tillers and Combine Harvestors India is among the top 20 markets for medical devices Government commits to increase public health expenditure to 2.5% of the GDP, which is expected to provide a boost to the healthcare sector 44
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