Investor Presentaiton

Chola Enter a better life Auto Industry Outlook Trend in Domestic LCV Sales Trend in Domestic SCV Sales murugappa Chola 4 year Chola 4 year CAGR 13% Chola YoY growth rate -2% (in Units) CAGR (0%) Industry 4 year CAGR (5%) Chola YoY growth rate -25% (in Units) Industry 4 year CAGR 4% 170052 52862 Industry YoY growth rate -2% 59576 50490 Industry YoY growth 46679 45747 CAGR @ 5% rate 6% CAGR @ 10% 111846 99277 105589 92870 B Q3 FY'21 Q3 FY'22 Q3 FY'23 Q3 FY'24 Q3 FY'28 (E) Q3 FY'21 Q3 FY'22 Q3 FY'23 Q3 FY'24 Q3 FY'28 (E) Replacement demand, last-mile transport requirements and positive macroeconomic environment. Stronger demand from consumption driven sectors and E-commerce based companies. • Demand for Pickups to increase in the long term due to higher flexibility in usage over sub one tonne vehicles. • Bus Sales to be supported by growing urban population, demand from schools/ corporates and increased inter-city travel. Source: FY21 to FY28 numbers are from SIAM & CRISIL 36

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