BALKRISHNA INDUSTRIES LTD
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BALKRISHNA INDUSTRIES LTD Investor Presentation February 2020

Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Balkrishna Industries Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation...

Board of Directors declared a 3rd Interim Dividend of Rs. 16/- per equity share 4

Management Commentary The markets continue to remain challenging. However, with improving global macro-economic situation and expectation of better weather conditions and therefore our business may see better growth in FY21 compared to the current year During last quarter, we had guided for a better volume performance in H2FY20 over H1FY20, and we remain confident on the same. We expect to end FY20 with minor de-growth on sales volumes With our growing focus on improving our product portfolio, consistent product quality, efficient service levels, better brand recognition with end customers,...

# Includes Investment Income and Unrealized Gain/(Loss)

Other Income and Net Forex Gain/(Loss)

Balance Sheet GROWING TOGETHER

Healthy Cash holdings Rs. Cr Current Cash Holdings Zero Long Term Debt All figures on Standalone basis

BKT 2.0: Embarking on next Phase of Growth Carbon Black Plant Replacement of Waluj PlantCapex at Bhuj Plant Commenced Production of : Phase 1 of Carbon Black project of 60,000 MT p.a. : Phase 2 with capacity of 80,000 MT p.a. to be i New state of the art fully integrated facility at a capex of approximately Rs. 500 crores to replace a very old existing plant to enhance productivity Upscaling to large sized All steel radial OTR Tires by investing in new capacity of 5,000 MT p.a. Additionally building Warehouse and Mixing Plant at Bhuj in Gujarat. Total capex of up to Rs. 500 crores India...

Our Focus Area Market Reach Expand reach within existing Sales Channels as well increase footprint within replacement segment and OEMs Penetrate Americas Increase share of business in USA markets by increasing supplies from India Product portfolio expansion Expand the product portfolio by adding large sized tires and strengthen relationship with Customer base Indian Markets Strengthen our distribution channels within Indian Markets Reach 100% utilization levels at Bhuj Plant in the next few years

Your Agriculture Company hiliWUM The Brand Names mentioned are the property of their respective owners and are used here for identification purposes only

With India Production and Global Sales Waluj, Maharashtra Bhiwadi, Rajasthan Chopanki, Rajasthan Bhuj, Gujarat India – Our Manufacturing base Mould plant, Dombivali 15

BKT – A Strong Indian Brand Click here for BKT Corporate Video 16

Balkrishna Industries – A Snapshot Leading ‘Off-Highway Tire” Exporter BKT is India’s Leading player in the Global ‘Off Highway Tire (OHT)’ Market Wide and comprehensive product portfolio Deep understanding of OHT market has led to capabilities to manufacture over 2,700 SKU Capacities Current Achievable capacities of ~300,000 M.T.P.A Global reach Sales to over 160 countries through Distribution network in Americas, Europe, India and Rest of the World Strong OEM Presence Strong Partnerships with Global OEM’s a testimony of our Brand Acceptance & Performance Experienced Management Team...

Launch of Radial Agrimax Tires Production of ATV, Gardening and earthmoving Tires Plant in Bhuj, Gujarat Announced Capex for Replacement of Waluj Plant, capex at Bhuj Plant Foundation Year with 1st Plant in Aurangabad Plant in Bhiwadi, Rajasthan Started Production of Off-Highway Tires Plant in Chopanki, Rajasthan Started Manufacturing for large size 51” diameter tires at Bhuj. India’s Largest Off-Highway Tire Manufacturer

Awards and Accolades *Acdieving CExccCCcnce In Recognition ot Partner-level Performance Balkrlshna Industries John Deere Enterprise Supply Management BKT Earthmax SR 45 M has been awarded the ■best OTR tire at Hevea Awards for the Tyre Industry, 2019 at Motortec Automechanika, Spain BKT received award from John Deere —Enterprise Supply Management for achieving Excellence (Partner Level Performance)

Cotton Pick Harvester Vineyard Tractor Pivot Irrigator Mobile Crane Load Haul Dump Underground Mining Container Handler Industrial Tires Agriculture Tires

BKT is the Official and Exclusive Tire manufacturer of MONSTER JAM and its fleet of Monster Trucks - Monster Jam is a top sporting event in America

Strengthening BKT Brand : Canada V\ CONTINENTAL V^CUP LONDON 2020 BKT Continental Cup - Curling: BKT is the Title Sponsor of Continental Cup

BKT is the new Title Sponsor for the ITALIAN SERIE ‘B’ FOOTBALL CHAMPIONSHIP - THE NEWBORN - “SERIE BKT”

BKT is the New Official Global Partner for the Spanish Football League “La Liga”

BKT is the New TITLE Sponsor for the FRENCH Football League “COUPE DE LA LIGUE BKT”

—BKT is the Official “OFF-HIGHWAY TIRE PARTNER” for KFC BIG BASH LEAGUE (THE AUSTRALIAN CRICKET LEAGUE)

Strengthening BKT Brand : India .THALAIVAS GROWING TOGETHER Supporting Kabbadi by becoming the official Tire Partner for 8 marquee Teams in Pro Kabbadi League

GROWING TOGETHER Strengthening BKT Brand : India OFFHMGHWA/ TIRE PARTNER OFF-HIGHWAY TIRE PARTNER ^FOR THE ‘TAMIL NADU PREMIER LEAGUE’ (TNPL) FOR T-20 CRICKET

Strengthening BKT Brand : Sunny Deol our Brand Ambassador Popular Bollywood Icon Sunny Deol is the Brand Ambassador of BKT 29

For further information, please contact: Balkrishna Industries Ltd. CIN - L99999MH1961PLC012185 Mr. B K Bansal, Director - Finance bkbansal@bkt-tires.com Investor Relations Advisors : g^Strateg ic Growth Advisors Strategic Growth Advisors Pvt. Ltd. CIN - U74140MH2010PTC204285 Mr. Shogun Jain / Ms. Payal Dave shogun.jain@sgapl.net / payal.dave@sgapl.net +91 77383 77756 / +91 98199 16314 www.sgapl.net