S IN T E XPLASTICS TECHNOLOGY

Ref No: SEC/NSE/BSE/2018-19 August 7, 2018

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

Stock Code: Equity - SPTL

The Corporate Relationship Dept. BSE Limited1st Floor, New Trading Ring, Rotunda Building, P.J. Towers, Dalai Street, Mumbai-400 001

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.

Date of Conference

Name ofInvestors/Conference

Type of Conference

Meeting

Location & Timings

August 7, 2018 Mumbai Investor meeting

Group Meeting Grand Plyatt Kalina Time : 12 pm to 4 pm

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

Investors/ Company Liue 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.sintex-

plastics.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,

Eor SINTEX PLASTICS TECHNOLOGY LIMITED

Manan Bhavsar

Company Secretary

Enel: As statedSINTEX 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 Q1FY19

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

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

11

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

10.6

15% 15%

13%

FY17 FY18 Q1FY19

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

12

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

13

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

14

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/components 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

16 Housing

Healthcare Infrastructure Defence Shelters

21 17

2.7

21.0%

11.0%

12.6%

FY17 FY18 Q1FY19

Financial Overview

INCOME STATEMENT CONSOLIDATED (INR Mn)

18

FY18 Financial Performance

Performance by Business Segment

FY18 REVENUE

Rs 55,360 mn

69%

Custom

Molding

Revenue

Rs 38,180

Mn

EBIDTA

15%

31%

Prefab

& Infra

Revenue

Rs 17,179

Mn

EBIDTA

11%

Key Indicators

Income Statement FY18 Q1FY19

Total Income 55,944 13,250

EBITDA 7,837 1,690

EBIDTA Margin(%) 14% 13%

PAT 1,358# 375

Balance Sheet (mn)

FY18

Equity Share Capital 614.5

Net Debt 31,460

Net Debt/Equity 0.89

KKR Infusion The subsidiary of Sintex Plastics Technology, SBAPL has received long

term commitment of Rs 11,900 mn from KKR and affiliates – one of the

biggest PE funds. Proceeds to refinance existing debt and fund

company's growth. KKR is represented by Mr.Tashwinder Singh as

representative on the Board.

# One time 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

21

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 Co pa or Si te Plastics Technology Li ited , which are expressed in good faith and in their opinion reasonable, including those relating to the Co pa ’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 Co pa ’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