India Growth Story. Steel Market Asia Conference Ashok Bhardwaj. 19 th -20 th November Intercontinental Grand Stanford - Hong Kong

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1 India Growth Story Steel Market Asia Conference th -20 th November Intercontinental Grand Stanford - Hong Kong Ashok Bhardwaj (Director - Marketing) JSW Steel Limited

2 India Urbanization Rate 1,400 1,200 Fig s in Mn. No s 1,210 35% 30% 1,000 25% % % % 200 5% % Source : Census India %-Urban Indian Urban Population Growth is double of its total Population Growth. Emerging as global hub for skilled and cheap labor force 2

3 India Investment & Savings Rate 45.0% %- of GDP 40.0% 35.0% 30.0% 25.0% Investment Investment 35.4% 20.0% 15.0% 10.0% 8.4% 5.0% 0.0% Source : Planning Commission Investment Savings Investment Driven Economy strongly supported by high Saving rate. 2 nd Highest Saving Rate in the World after China. 3

4 Indian Economy Unfolding %-GDP Share GDP US$-Bn Agriculture Industry Services GDP Source: CSO Transformed from Farm to Non-Farm Manufacturing slated to stimulate onward Economic Growth 5

5 Growing Emphasis on Manufacturing %-Share in GDP 25% 16% Source : CSO / National Manufacturing policy Projected Intensity of Industrialization leverages growth of core commodities including steel simultaneously creating 100 million employment opportunity. May

6 Infrastructure & Construction Sector US$-Bn 1, th Plan 11th Plan 12th Plan Source : Plan Documents Government agenda is to allow more private sector participation through PPP Model During 12th Plan period half of the investments is expected from private sector

7 India Foreign Direct Investment & Forex Reserves Forex-Reserves (US$-Bn) Foreign Inv. Inflows Forex Reserves Foreign Investment Inflows (US$-Bn) Source: RBI / DIPP As per UN Report India Ranked 3 rd most favored destination for FDI after China & USA

8 Consumer Durable Market Size US$-6.3 Bn 67% 51% Market Size US$-12.5Bn 49% 33% Source : IBEF Rural Urban Consumer Durable Market expected to double from $-6.3 Bn to $-12.5 Bn Demand from semi urban and rural areas is expected to expand with rising rural middle class

9 Automotive Production Growth Fig s in Mn. No s Fig s in Mn No s Wheeler 16x 2/3- Wheeler 12x Source : SIAM / ACMA 4-Wheeler 2/3 Wheeler India is Graduated to 5 th largest producer of Passenger vehicle after replacing Brazil In C.Y 2011 Emerging Global & regional Hub or lead country for vehicle Programmes

10 Opportunities Next decade will drive significant growth in the Indian steel industry Thrust on Infrastructure Projected Investments in Infrastructure Sector in 12 th five year plan - $1 trillion Untapped rural market Urbanization Urbanization in India will increase to 40% in 2030 from current 30% Favorable Demography Availability of skilled manpower More than 50% of India s population <24 years of age India a unique and compelling geography for steel producers Favorable Policy Initiatives Proposed land acquisition bill will unleash Greenfield expansion Provision of auctioning of raw material resources in new MMDR bill would unlock the value New Manufacturing Policy envisage share of Manufacturing sector in GDP to 25% by 2022 from 15% presently 12

11 Strong Demand & Policy Support Driving Investment Growing Demand Policy Support Increasing Investments Growing Demand in construction Industry Inviting 100 Percent FDI in Steel sector Resulting Rising Investments From domestic & Foreign players Growing Demand in Auto Industry Government is Encouraging R&D activities in steel sector Increase in number of MoU s signed to boost investment Increased Custom Duty on selected Steel products FDI of around $-60 Bn Committed May 2012

12 Indian Steel Demand Fig s in Mn.T (1.0) (2.0) (3.0) (4.0) (5.0) Source : JPC / Ministry of Steel Demand Net Import Steady Demand with declining imports indicating the domestic dependency. Source : Planning Commission 17

13 Indian Steel Demand Segregation F.Y Fig s in Mn.T Products Longs 51% Flats 49% HR Value Added Total : 71 MnT F.Y Flats Longs Longs 51% Flats 49% Alloy 3 5 Total : 113 Total Source : JPC / Ministry of Steel 18

14 Indian Steel Demand Drivers Auto 10% Other Transport 2% Packaging 3% F.Y th Five Year Plan Opportunity Parameter Unit Power Capacity MW 76,000 Engg. & Fabrication 22% Total : 71 MnT Infra. & Construction 63% Port Capacity Rail Traffic MnT 2,289 MnT 1,499 Rail Wagons No s 105,659 Auto 13% Other Transport 2% Packaging 3% F.Y NHDP Km/Day 20 Cement Capacity MnT 443 Engg. & Fabrication 21% Infra. & Construction 61% Capital Goods Rs.Cr. 681,000 Total : 155 MnT Urban Infra. Rs.Cr. 388,308 Source : World Steel Association

15 India Per Capita Consumption of Steel Kg/ Capita 58 CAGR +8% Source : JPC/CSO Low per capita consumption in the rural and semi urban areas

16 Indian Steel Industry Challenges Raw Material Infrastructure & Logistics Technology Highly Dependent on Imported Coking Coal & Scrap Poor Roads & Railway Infrastructure, Ports are poorly Developed Low Investment in R&D, still Dependent On high grade steel Rising Imports Low Per Capita Consumption Quality Steel Imports under concessional duty Rates from FTA Countries Rural Areas are having low per Capita consumption of around 12 kg. Quality steel is required to built Better infrastructure. Unexplored Rural Market Vast land area and 70% rural Population.

17 Opportunity for Innovative Initiatives Technology To leverage Global competitiveness R&D initiatives Raw Material, Energy, Emission & Waste Management Supply Chain Management Rural penetration High Cement to Steel Ratio Immense opportunity for Steel-Penetration Value from Volume development of Value-Added steel & Services Branding

18 JSW Steel Limited 23

19 JSW Group : Verticals.Expanding Presence across key infrastructure sectors Steel JSW Steel Limited Power JSW Energy Limited Cement JSW Cement Limited Aluminum JSW Aluminum Limited Infrastructure JSW Infrastructure Limited Services J Soft Solutions Limited Listed company JSW FOUNDATION

20 JSW Steel Limited At A Glance JSW Steel Limited ( JSW ) is the flagship company of JSW Group, part of the larger O P Jindal Group India s largest integrated steel Company in terms of installed capacity of 14.3MTPA* Focused steel manufacturer with integration across the value chain from iron ore to galvanized/galvalume and colour coated products Only flat steel producer in South India Largest producer of galvanized steel in India and largest Indian exporter of galvanized products with presence in over 100 countries across 5 continents Strategically located manufacturing facilities at Vijayanagar in Karnataka, Vasind and Tarapur in Maharashtra and Salem in Tamil Nadu Acquired 49.30% stake in Ispat Industries Limited (renamed as JSW Ispat Steel Ltd) having a steel manufacturing capacity of 3.3 MTPA with manufacturing facilities at Dolvi and Kalmeshwar in Maharashtra Has equity participation in Coal mining projects allotted by Government of India jointly with other industry players Wide spectrum of flat and long products Slabs to Colour Coated products Billets / Blooms to Rolled Long International Presence - Strategic presence in North & South America, CIS and Africa Mining: Iron Ore mining concessions in Chile Acquisition of Coking coal mines in the USA Coal/Iron ore mining concessions in Mozambique Investment in Plate and pipe mill in USA (JSW Steel USA) 25

21 JSW Steel 6th Amongst Top 35 World Class Steelmakers JSW Steel achieved the topmost ranking amongst Indian Steelmakers ahead of competitors like SAIL, Tata Steel, Essar Steel, and Vizag Steel JSW Steel achieved the highest rating of 10 on the following parameters Parameter Score Posco Conversion Costs; Yields 10 Expanding Capacity 10 Location in High-Growth Markets 10 Labor Cost 10 Bao Steel Severstal CSN NLMK Overall Ranking 6 JSW Steel SAIL Nippon Nucor Sumitomo Source: World Steel Dynamics (WSD) Ranking of top 35 World Class Steelmakers as on June

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