SINTEXPLA ST IC S T ECH N O LO G Y

Ref No: SEC/NSE/BSE/2018-19 November 19, 2018

The Corporate Relationship Dept. BSE LimitedI s* Floor, New Trading Ring,Rotunda Building, P.J.Towers, ’ Dalai Street, Mumbai-400 001

Stock Code: Equity - SPTL Stock Code: Equity 540653

SUB: Participation in Conference /Investors Meet

Dear Sir/Madam,

We hereby inform you that the Management of the Company will be participating in following conference with the Analyst and Institutional Investors to discuss Corporate Presentation of the Company.

The Manager, Capital Market (Listing) National Stock Exchange of India Ltd.Exchange Plaza, 5th Floor,Plot No : C / l, G Block Bandra Kurla Complex Bandra (E), Mumbai-400 051

Date of Conference Name of Investors/Conference Type of Conference/ Location 8tMeeting Timings

November 20th ,2018 IDFC Securities'annual investor Group Meeting & one Grand Hyattconference The Stock called on one meeting Hotel, MumbaiIndia' Timing : 11 am

to 1.30 pm

Note: Dates are subject to change. Meeting can be postponed/cancelled by the Investors/Company due to exigencies.

Details of the conference as required under the SEBI (Listing Obligation & Disclosure Requirements) Regulations, 2015 is being uploaded on the Company's Website www.sintexplastics.com .

We would further like to inform that Corporate Presentation to be made at said conference(s) by the Management of the Company is enclosed herewith and will be also placed on the Company's Website.

This is for the purpose of dissemination of information widely to the Members of the Company.

Thanking you.

Yours faithfully,For SINTEX PLASTICS TECHNOLOGY LIMITED

Manan Bhavsar

Company Secretary

Enclosed: As stated above.

SINTEX PLASTICS TECHNOLOGY LIMITED(Formerly known as Neev Educare Limited)Regd. Office: In the premises of Sintex-BAPL Ltd., Near Seven Garnala, Kalol (N.G.) - 382721 Phone: +91-2764-253500 E-mail: info@sintex-plastics.com

CIN: U74120GJ2015PLC084071 www.sintex-plastics.com

• INDIA • USA • FRANCE • GERMANY • HUNGARY • MOROCCO • POLAND • SLOVAKIA • TUNISIA

INVESTOR PRESENTATION

H1FY19

Sintex Plastics Technology Ltd

Custom Moulding ( India & Overseas)

The group has 35 manufacturing facilities and a

global footprint span across 9 countries and 4

continents

The company is equipped with diverse capabilities

of customized moulding which find applications in

many industries such as Automotive, Aerospace &

Defence, Electrical, Mass Transit and Off-the-

Road Vehicles, Medical imaging products etc.

The company uses a range of custom moulding

processes and technologies from blow moulding,

open moulding, rotational moulding, LRTM and

Vacuum Bag Infusion Molding to ultrasonic

welding to meet all types of customer needs and

requirements

Sintex has presence in a diversified range of

Technologies, Geographies and Industry

Sectors/Customers i.e. no single customer

contributes more than 5% of CM sales

Retail & Others Prefab and Infra Division

■ Pioneers in water storage solutions since 1975

having a varied portfolio of products and a market

leadership of more than 60% share across India.

Our brands include Sintex, Reno, Renotuf, Sintex

Pure and Titus

■ Affordable, quick to construct and low maintenance

plastic products such as false ceilings, doors,

cabinets aimed at low cost, mass housing solutions

such as slum rehabilitation shelters and Janta

housing. Our brands include Indian, Micra and

Sierra

■ Aggressively promoting a new range of `Euroline’

dustbins and containers with international looks

and finish, which have received an overwhelming

response from several markets particularly Eastern

India.

■ Others include Sandwich panel, Biogas chambers,

water treatment plants, material handling products

for pharma, textile and other industries

■ The company’s manufacturing plants which covers

80% of India’s geography for execution with

different materials for various climatic conditions,

utility structures, sanitation programs and varied

requirements

■ Public healthcare centers, schools, public

administration buildings, Labor colonies, Portable

toilets,

■ Introduced Prefabricated bunk houses in India in

2005

■ Prefabricated bunk houses are fully furnished and

equipped with modern facilities

■ Project offices, site offices and residential units for

long-gestation projects

BUSINESS SUMMARY

Company

Profile

High working capital with significant

government business

Low Retail focus with obsolete

distribution channel

Focus largely on B2B and B2G

• Strong Retail focus, Rejuvenated distribution

channel. Renewed brand positioning and

focus on premium retail market

• Focus B2C and global plastics solutions

provider

• Reduce government business, cut down

working capital

Large Capex’s, build businesses through

acquisitions

Combination of B2B and B2G presence

led to high capital requirement

Consistently borrowed for expansions

• Free cash generation, Debt reduction

• Focus on Retail, Institutional and Industrial

business

• Generate better ROCE

• Fast track debt reduction and higher free

cash generation

• Capex driven, asset heavy model

• Aggressively added new verticals with

borrowed capital

• Outsourced manufacturing, focus on branding

and distribution – asset light model.

• Focused on Retail and Custom Molding

segment

• Generate business with internal accruals

Capital

Allocation

Business

Strategy

Pre-demerger Beyond FY18

SPTL - Transformation and Transition

Lucrative Customer base & Strong

brand positioning

Retail & Institutional

Superior management bandwidth &

empowerment to biz heads Technology, Product Development

Pillars of

strength

for SPTL

Opportunity

Resilient Model - Industrial and Retail business

CM Industrial

Company Overview

History & Milestones

• Incorporated

as The Bharat

Vijay Mills

Limited,

established

composite

textile mill in

Kalol, Gujarat

• Commenced

manufacturing of

plastic moulded

polyethylene

liquid storage

tanks

• Introduced new

plastic products

like; doors,

window frames

& pallets

• Renamed to

Sintex Industries

Limited

• Entered into

SMC moulded

products,

pultruded

products, resin

transfer moulded

products and

injection

moulded

products

• Commencement

of production of

prefabricated

structures

• Entered into

licensing

agreement with

Containment

Solutions for

sub-surface and

underwater fuel

tanks

• Entered housing

sector with

monolithic

construction

• First international

acquisition - 81% in

Wausaukee

Composites Inc.,

USA

• Acquired automotive

business division of

Bright Brothers Ltd

• Acquired 100%

stake in Nief Plastic

SA, a French

Company

• Acquired 100%

stake in its

competitor, Nero

Plastics Inc., USA

• Sintex NP acquired

Groupe Simonin,

France, NP Germany &

NP Polska

• Sintex - BAPL brings

Precision Technology,

Thermo set and Light

Resin Transfer

Moulding (LRTM) to

India

• Sintex BAPL signs a

JV with Rototech, Italy

commences production

in India.

• The demerger of

Plastics Division and

SPTL is listed in the

stock exchanges on 8th

August 2017

• FY18 - KKR infuses

INR 11,900 mn in S-

BAPL limited,

subsidiary of SPTL

• Renewed focus on

Retail Business (B2C)

1931-1974

1975-1990

1991-2000

2001-2004

2005-2008

2009-2018

6

Group Structure

Sintex Plastics Technology Limited1 (SPTL)

Sintex BAPL Limited2

Industrial Custom

Molding3

Retail Custom

Moulding3

Sintex Prefab & Infra Limited2

(Erstwhile Sintex Infra Projects

Ltd)

7

FY18

Net Revenues

INR 55360

Mn

Prefab/Monolithic3 Infrastructure3

1 Legal Entity – Listed 2 Legal Entity 3 SBU (not a standalone Legal Entity)

All subsidiaries are 100% subsidiary

Retail

Custom Molding Segment - Key Focus Areas

Institutional Aerospace

Electrical

HVAC

Mass Transit

Off Road

Vehicles

Automotive

Decorative

Parts

Medical

Imaging

Retail and Institutional Business

Key Business Areas

Tanks

overhead &

underground

Doors Profiles &

Fabrication

Electrical SMC

products Continues

Sandwich panel

Environmental

products

Retail Direct control on retail

sales, connecting to end

customer

Focus on secondary sales

Better pricing and margins

Leverage operational

efficiency IT, HR and

ensure faster market

turnaround

New distribution channel to

launch range of products

Market development and

customer centric approach

CM Retail Q2FY19 - Tanks Launched Across the Pyramid

New Launches

Sintex Pure Coloured – Super premium

Sintex ACE - premium

Titus Coloured – Mid range

Sintex NEO – Lower end of Pyramid

Institutional

Focused institutional approach

Key client account

management by focused sales

force

Faster turnaround and better

servicing through informed

sales force

Leverage relationships over

longer term through a pipeline

of products

Retail and Institutional Business

Revenue (₹ Bn) & EBITDA % • The company is equipped with diverse capabilities 39 of customized

moulding which find applications in many industries such as

Automotives, Aerospace & Defence, Electrical, Mass Transit and

Off-the-Road Vehicles, Medical imaging products etc.

• Sintex has presence in a diversified range of Technologies,

Geographies and Industry Sectors/Customers i.e. no single customer

contributes more than 5% of CM sales.

• Sintex’s presence in custom mouldings in India and globally is through

its subsidiary in Europe, US and India.

Domestic 48% Overseas

52%

Custom Mouldings – Industrial Overview

12

FY18 Geographical Revenue Breakup Strong growth in SNP France

13.65 16.70 17.50 18.82 20.59

10.0% 10.0% 11.0% 12.2% 12.6%

FY14 FY15 FY16 FY17 FY18

Segment revenue ( ₹ Bn) & EBITDA Margin %

39 38

20.1

15% 15%

16%

FY17 FY18 H1FY19

PRODUCTS

• Lighting: daytime running lights, anti-fog

lights, electronic card, wire work and

others.

• Under the hood: pistons, mechatronic

elements, turbine pump, hosing,

connectivity and others.

• Bodywork fittings: structural parts,

hatches, grids, trims and others.

• Various parts for CT scanners, MRI

scanners, oncology machines, security

& baggage scanners and others

Custom Mouldings – Overseas

Clients Clients

PRODUCTS

• Aeronautics: air distribution, embedded

box, ventilation tube, brackets and others.

• Defense: masks, drift of missile, night

vision system, missile corset and others.

• Decorative : Cosmetics, Gift articles

encasing and high end products shifted

from wood to composites.

Clients

Connectors Sensor Switches

Railway Engineering

Lightings Bodywork Fittings

Air distribution Drift of Missile Decorative parts

Electrical Automotive/ Medical Imaging Aeronautics, Defence & Decorative

13

CT Scanner

PRODUCTS

• High & medium voltage: support

structures, connectors, breaker structures

and others.

• Low voltage: connecting comb, case &

connectors, winding carriers and others.

• Ultra terminal: sensor switches, tappet,

decorated facades and others.

• Railway Engineering: junction box,

insulated-gate bipolar transistor (IGBT)

cooler, splints and others.

Custom Moulding - Overseas

Product Basket

Medical Imaging

Electrical Automotive

Electrical

Automotives

14

PLASTRONICS LDS

Railway Segment

Metal Stamping

Mass Transit

Mass Transit

THERMOPLASTIC INJECTION Aerospace & Defence

Railway Segment Household Appliances

LRTM

Global Market Size of Composites

by Value (US $ Bn)

Source: Lucintel, IBEF , Grand view Research, Start view Research, SIEM

Custom Moulding overview

80

130

2018 2024

15

1,25,000 4,45,000 5,49,000

84,300 1,48,500 1,83,000

83,200

1,83,800 2,00,000

62,500

2,23,300 2,95,000

69,000

4,36,700 4,62,500

39,900 1,78,700 2,00,000

FY15 FY26 Base Case FY26 Optimise Case

Component

after market

Component

Exports

OEM Exports

OEM Value

Addition

Component

imports

Systems/compone

nts in

house/Domestic

₹ Crore 4,64,000 18,89,500

16,16,000

Indian Automotive Segment

Composite Aircraft interiors market to exceed US$1.8 billion by 2023 as per Stratview Research .

Plastics consumption 12 million metric tons per annum (MMTPA) to 20 MMTPA

India produces 3% of the global volume of composites but this is expected to double over the next five years

The demand for electrical and electronics in the Indian composites market is expected to experience the highest growth over the

next five years

Make In India and government thrust on Infrastructure and defense indigenisation to boost composite volumes

Indian Automotive sector to grow 3.5 times between FY15 to FY26 as per SIAM

Custom Moulding - India :

• Instrument panel: air ducts, air vents, center

facades, consoles, glove box, speaker grills and

others.

• Interior & Exterior trims: pillar trim, scuff plate, rear trim pad, bumpers, step on pads, spoilers, and others.

• Under the hood: radiator air duct, housing, fans, engine covers, intercooler seal.

• Tanks: urea tanks for diesel vehicles, reservoir tanks, air cleaner parts

• Two wheeler: cover handles, engine covers, rear fenders, tail ends and others vents, center facades, consoles, glove box, speaker grills and others.

• Mass Transit : interiors & exteriors

• Electricals : switches, precitech parts and others.

Mass Transit Roto Molding Automotive

Customers Products

Ad blueTank

BS VI Emissionorms

CV Space

Electric Vehicle Mass transit

Adding Overseas customers in India Next wave

of growth

Revenue (INR Bn) and EBITDA (%) The prefabricated structures are completely knocked-down kits, that

can be assembled at the site by trained professionals thereby

minimising wastage and improving their cost effectiveness. This is

now India’s preferred solution towards strengthening social

infrastructure.

The company is a Pan-India player offering range of products from

Mid-day meal kitchens to classrooms, health care centres, Police

chowkis, Labour camps and Army shelters among others.

Consciously reducing government exposure and unlocking working

capital from government orders continues.

Prefab and Infra Business

Marquee Clients & Products

17 Housing

Healthcare

Infrastructure Defence Shelters

21 17

5.1

21.0%

11.0%

12.2%

FY17 FY18 H1FY19

Financial Overview

INCOME STATEMENT CONSOLIDATED (INR Mn)

19

FY18 & H1FY19 Financial Performance

Performance by Business Segment

H1FY19 REVENUE

Rs 25,213 mn

20%

Prefab

& Infra

Revenue

Rs 5,113

Mn

EBIDTA

12.2%

80%

Custom

Molding

Revenue

Rs 20,100

Mn

EBIDTA

16%

Key Indicators

Income Statement FY18 H1FY19

Total Income 55,944 24,970

EBITDA 7,837 3,522

EBIDTA Margin(%) 14% 14%

PAT 1,358# 778

Balance Sheet (mn)

Equity Share Capital 614.5 631

Net Debt/Equity 0.89 0.91

# costs charged to P & L

Impact on FY18 bottom-line and potential future benefit

Item Restructuring/ costs Net Amount

(Rs mn)

Potential benefit

I One time demerger expense 449 Demerged SPTL to plough back cash generation, fast track debt

repayment

II US subsidiary shutting down (employed 400 people),

plant shifted to India

450 To generate over 20 mn US$ sales over 2 years from Pune & Kalol at

much higher margins, as US operations was running at a negative

EBITDA.

III Restructuring expenses/ re organising loans 470 To save outflow on account of interest outgo from FY19 .

Total Costs charged to P&L in FY18 1,360

Note : Item 1 charged in Q2FY18. Item ii and iii have been charged in Q4FY18.

One time costs charged to P & L P&L FY18 Rs mn

Total Income 55,944

EBITDA 7,837

Costs charged… 1,360

PAT 1,358

FY18 Rs mn

Charged in Q2 449

Charged in Q4 920

Total 1360

FY18 FINANCIALS

15.1%

18-20%

FY18 FY20-22

9.0%

16 – 20%

FY18 FY20-22

Capex Intensity (Capex to Sales)

DEBT To EBIDTA ( times)

ROCE %

4.0

2-2.5

FY18 FY20-22

Note : FY20-22 is on projected basis

EBIDTA %

5.0%

4.0%

FY18 FY20-22

Roadmap FY19-22

Key focus areas:

• Quality earnings with

better profitability

• Better utilisation of

assets – relatively

asset light model

• Brand leveraging and

growing retail portfolio

• Improve ROCE, Free

cash generation.

Capital allocation – Better return potential

Disclaimer

For further details, please feel free to contact our Investor Relations Representatives:

Mr. Rajiv Naidu

Sintex Plastics Technology Limited

Tel: +91-22-28270810

Email:rajiv.naidu@sintex.co.in 22

Sintex Plastics Technology Limited Disclaimer: No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation. Such information and opinions are in all events not current after the date of this presentation. Certain statements made in this presentation may not be based on historical information or facts and may be "forward looking statements" based on the currently held beliefs and assumptions of the management of Sintex Plastics Technology Limited (“Company” or “Sintex Plastics Technology Limited”), which are expressed in good faith and in their opinion reasonable, including those relating to the Company’s general business plans and strategy, its future financial condition and growth prospects and future developments in its industry and its competitive and regulatory environment. Forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual results, financial condition, performance or achievements of the Company or industry results to differ materially from the results, financial condition, performance or achievements expressed or implied by such forward-looking statements, including future changes or developments in the Company’s business, its competitive environment and political, economic, legal and social conditions. Further, past performance is not necessarily indicative of future results. Given these risks, uncertainties and other factors, viewers of this presentation are cautioned not to place undue reliance on these forward-looking statements. The Company disclaims any obligation to update these forward-looking statements to reflect future events or developments. This presentation is for general information purposes only, without regard to any specific objectives, financial situations or informational needs of any particular person. This presentation does not constitute an offer or invitation to purchase or subscribe for any securities in any jurisdiction, including the United States. No part of it should form the basis of or be relied upon in connection with any investment decision or any contract or commitment to purchase or subscribe for any securities. None of our securities may be offered or sold in the United States, without registration under the U.S. Securities Act of 1933, as amended, or pursuant to an exemption from registration there from. This presentation is confidential and may not be copied or disseminated, in whole or in part, and in any manner.

Thank You