Information Memorandum2012

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This Information Memorandum is being delivered on behalf of Shri Lakshmi Cotsyn Limited (“Company”). The sole purpose of thisMemorandum is to assist the recipient in deciding whether to proceed with a further investigation of the Company, in connection with theproposed investment in listed shares of the Company. This Memorandum does not purport to be all-inclusive or to necessarily contain all theinformation that a prospective investor may desire in investigating the Company.By accepting this Memorandum, the recipient agrees to keep permanently confidential the information contained herein or made available inconnection with any further investigation of the Company. This Memorandum may not be photocopied, reproduced, or distributed to others atany time without the prior written consent of the.This Memorandum has been prepared for informational purposes and upon the express understanding that it will be used for only thepurposes set forth above. The Company does not make any express or implied representation or warranty as to the accuracy or completenessof the information contained herein or made available in connection with any further investigation of the Company. The Company expresslydisclaims any and all liability which may be based on such information, errors therein or omissions there from. The recipient shall be entitledto rely solely on the representations and warranties made to it by the Company in any final private placement agreement.In furnishing this Memorandum, the Company does not undertake any obligation to provide the recipient with access to any additionalinformation. This Memorandum shall not be deemed an indication of the state of affairs of the Company nor shall it constitute an indicationthat there has been no change in the business or affairs of the Company since the date hereof. Except where otherwise indicated, thisMemorandum speaks as of the date thereof. The Memorandum includes certain statements, estimates and projections provided by theCompany with respect to the anticipated future performance of the Company. Such statements, estimates and projections reflect variousassumptions, which may or may not prove to be correct. No representations are made as to the accuracy of such statements, estimates orprojections.

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Disclaimer

Investment HighlightsFinancial Performance / ValuationCompany OverviewMilestonesLocationsGroup StructureManagementDiversified Textiles PortfolioExisting CapacitiesBrandsSLCL in Defence- Defense Products PortfolioRecent DevelopmentsInnovationsRecognitionsValue PropositionSWOT Analysis

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Contents

Investment Highlights

One of the largest textile manufacturers in Northern India with a diverse product range

Shri Lakshmi Cotsyn Limited (SLCL) is a multi-product company involved in the manufacturing of cotton and blended fabrics, readymade garments, technical textiles, embroidered fabric, quilts, fusible interlining, denim, terry towels, bottom weights, home furnishing etc.

Presence in the high margin, value added textiles segment (Technical and Safety Textiles)

SLCL manufactures the high margin technical and safety textiles (Water Repellent Bed Linen, Vitamin E bed Linen, FireRetardant Fabrics, Organic Bedspread, Breathable Fabrics, NBC (Nuclear, Bio-Chemical) Fabrics, MSCN (MultispectralCamouflage Nets) Fabric, Flex Fabric, Black out & ECW ( Extreme Cold Weather) Fabric

Gradual change in revenue mix with increasing share of high margin business verticals like technical & safety textile andretailing etc

Blue Chip international clients are testimony to the high quality products and processes of SLCL Blue chip international clients of SLCL products include Wal-Mart, Macy’s, Ikea, Bed Bath & Beyond, Loblaws, JC

Penney, Shopco, Meijer’s, Lacoste, Frette, Westport, HBC, El-Corte Ingles and Sheet Street

Presence in the Defence sector

SLCL is an approved supplier to government defence establishments ( Indian Army, Navy, Air Force and State Police) and is registered with several regulatory agencies. This ensures acceptance of its products

The Company is supplying combat uniform gears, bulletproof jackets and helmets, body armors, MSCN fabric, ECW fabric and 360* protected Armoured Vehicles

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Investment Highlights State of the Art manufacturing facilities with focus on R&D

The company has world class standard machineries in all its factories. In-house chemical auxiliary unit Focus on nanotechnology that would enable the company to manufacture smart fabrics. Value creation from waste products like conversion of Rice Husk Ash (RHA) into value added products like sodium

silicate and precipitated silica.

Experienced and Professional Management team led by Dr. M.P. Agarwal

Headed by Dr. M.P. Agarwal, CMD, entrepreneur with over thirty-eight years of experience Supported by an experienced second in line management team

Solid financial performance Over a period of time generating value for shareholders: SLCL’s revenues have been growing at a C.A.G.R. of 24.67% over the past 3 yrs. The revenues have increased by

17.12% y-o-y from 15354.8 mn to 17983.8 mn and the profits increased by 13.58% y-o-y from 916.5 mn to 1041.0 mn. for the year ended June 2011.

SLCL stock trades at a FY11 P/E of 2.18 x (at a CMP of Rs, 106.50 on 30 June, 2012), making it a growth stock available at a very low valuation

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(in INR Million)

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Consolidated Financial Performance

SLCL has delivered high growth in revenues despite economic downturn It is a large size player in value added textiles segment In FY11, the EBITDA margins have improved over the previous year The revenues are expected to increase post completion of the expansion plan in December 2011 SLCL is an undervalued stodgy player in textiles and defence sector. It is poised for high growth on account of increase in capacities, more visibility of its brands and launch of new brands, increased demand for technical and safety textiles and increased demand for defence products.

FY 2009 FY 2010 FY2011 FY 2012(Prov.) CAGR Profit & Loss Account Net Sales 11,580 15,355 17,984 23,968 27.44%Growth 25% 33% 17% 33%

Other Income 114 113 150 238Total Expenditure 10,317 11,418 15,394 19747EBITDA 1,739 2,058 2,740 4459 31.87%Margin 15.0% 13.4% 15.2% 18.6%Interest 680 738 1,075 2047

Depreciation 252 270 371 617EBT 807 1,050 1,294 1795

Tax 174 133 253 551PAT 630 917 1,041 1244 25.46%Margin 5.4% 6.0% 5.8% 5.2%Balance Sheet

Share Capital 156 200 211 281

Share Warrant 220 1,280 847 -Reserves and surplus 2,839 3,995 5,073 7339Total Debt 8,239 11,289 16,448 23489Net Fixed Assets 4,360 4,455 7,919 16,387Capital Work in Progress 796 1,709 3,185 1457Current Assets 6,940 10,369 12,344 14972

Current Liabilities 527 831 990 1,112

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CMP = Rs. 106.35 (as on June 30, 2012 ) FY11

Market Cap INR Mn 2,028

Net Sales Revenue INR Mn 17,984

EBITDA INR Mn 2,739

PAT INR Mn 1,041

EPS INR 49.35

EPS Growth % 7.49%

ROE % 16.35%

P/E x 2.16

SLCL is available at a FY11 P/E of 2.16x which is very low as compared to the underlying fundamentals of the company.

– Large size player in value added textiles– Increasing demand for products manufactured by SLCL – home furnishings, shirting, technical

textiles, denim fabric, safety textiles and defence products– Branding of products is expected to improve margins– Emerging player in defence products– Capacity expansion nearing completion and is expected to boost revenues and profitability

This presents a great investment opportunity for a savvy investor

Valuation

Source: CRISIL

Net Sales (INR Mn) PAT (INR Mn)

EBITDA (INR Mn) EPS (INR)

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Snapshot of Financial Performance

Company Overview Shri Lakshmi Cotsyn was established in 1993 and today is a well established multi-products company with

multi-markets Core expertise in manufacturing of Denim, Terry Towel, Bottom weight, Home furnishings, Garments and

Technical & Safety textiles

One of the leading manufacturer and supplier of Technical & Safety Textiles and Fabricated items for the defence sector

Listed on NSE, BSE, UPSE and SGX (Bonds)

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Public, 51.13%

Promoter & Promoter

Group, 48.83%

Institutions, 4%

Shareholding Pattern as on 30th June 2012

Commenced production of

Quilted Fabrics(0.4

mmpa)

Commissioned Technical Textiles (6 mmpa)

1993 1995 1998 1999 2002 2005 2006 2007 2008 2009 2011

Capacity Expansion of poly-fibre filled quilted to 0.8 mmpa.

Expansion of Suiting/Shirting to 12 mmpa

Manufacture of Fusible Interlining Fabrics with 10 mmpa

Entered domestic retail through ‘Weaves’

Commenced garment production at Roorkee (6.6 mn pcs)

• Launched DYFI Brand

of Garments

Setup of Spinning unit with 10,000 Spindles.

Commenced production of

suiting/shirting (6 mmpa)

Manufacture of embroidery

fabric (0.8 mmpa)

Expansion of Suiting/

Shirting division to 18 mmpa

Expansion of

Suiting/Shirting division

to 24 mmpa

Expanded /Diversified to:

Commenced production of 360 degree protected armoured vehicles

Acquired unit at Noida to manufacture comforters

Set up 16 Mw co-generation Power plant for captive use

Wider width fabrics

Bottom wear fabrics

Terry Towels

Denim Fabric

Yarn Dyeing

Nylon coated fabric

Home furnishings

2010

Expansion of Capacities

Denim20 mmpa Sheeting18 mmpa Technical

Textile 75 mmpa

Milestones

Locations Headquartered in Kanpur; eight manufacturing facilities spread in Malwan, Aung, Abhaypur, Rewari

Bujurg, Rhasupur, Noida (Uttar Pradesh), Roorkee (Uttarakhand) and Sonepat (Haryana)

A strong dealer and distributor network across India with retail presence through 1150 multi-brand outlets (MBO)

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Group Structure – Integrating Growth

Shri Lakshmi Group

Shri Lakshmi Cotsyn LimitedListed

Shri Lakshmi Defence Solutions Limited

SLCL Overseas (FZC), UAE

100% 100%

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Board of DirectorsDr. M. P. Agarwal, CMD •He has been a guiding force behind the sharp rise in Company’s turnover over the last 18 years

•An ICWAI and Doctorate in Textile Costing

Mr. Pawan Kumar Agarwal, Jt. MD

•Responsible for production, quality controls and marketing

Mr. Devesh Gupta, Dy. MD

•A Chemical Engineer by qualification•He is responsible for looking after technical plant

Mr. Dileep Bajaj, ED •He has more than 31 years of experience in project and financial management especially in textile industry

Mrs. Sharda Agarwal, Director

•She is actively involved in Company’s business and management

Dr. G. N. Mathur, Independent Director

•An eminent senior scientist and ex-Director Defence Materials and Stores Research and development Establishment•He is working on Nano technology and its application in textiles to manufacture smart textiles.

Mr. Ram SharanSrivastava, Independent Director

•A retired IAS Officer. Had been in administration for more than 30 years.

Dr. J. V. Rao, Independent Director

•He has over 30 years of experience in textile technology•He is also a director in Northern India Textile Research Association (NITRA) Ghaziabad

Mr. R. K. Garg, Independent Director

•He has over 30 years of experience and has previously worked with DLF and DCM

Mr. K. D. Gupta, Independent Director

•A retired IRS Officer•Ex. Administrator U.P. Stock Exchange Association Ltd.

Shri G.N. BajpaiIndependent Director

• Ex Chairman SEBI , Ex Chairman LIC

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Textiles

Defence Production

Legacy Business Suiting and

shirting Embroidered Quilted Fabrics Lace &

embroidery

Export Oriented Terry Towel Bed Sheets Comforters Pillow Covers

Others Denim Garments Bottom weight Zippers

Technical Textiles Safety Textiles

Fusible Interlining Black out Fabric Flex Fabric MSCN/IRR Fabric NBC Fabric PU/PVC coated fabric Water Repellent Fabric Breathable fabric Fire retardant fabric

Bulletproof Jackets, Coat for Combat

Sleeping bags Infra-red camouflage nets Ballistic body armour Bulletproof helmet Mosquito net

Textiles: Diversified Product Portfolio

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Garments Do You Fit In (DYFI) brand of readymade garments launched in FY10 Products sold through more than 1150 multi-branded outlets (MBOs) SLCL has state of the art technology for manufacturing garments (6.6 mn pcs. p.a.) from Italy and

Germany SLCL manufactures knitted t-shirts, skirts, denim jeans and uniform dresses

Denim Product range comprises of cross-hatches, rains satins, drills, tussors, linen, Lycra, ecru and dobby

designs in varied deep indigo and blue black combinations The products climb the value chain by special treatment of mercerizing, over dyeing etc To introduce nep denims, chambrey greens cast and vintage fabrics in the future

Embroidered fabrics & Lace Computerised multi-needle embroidery machine, imported from Switzerland Team of designers design the fabrics (both in cotton and tissue) and Lace Marketed under the brand name of “Alisha Embroidery”

Fusible interlining SLCL manufactures Microdot fusible interlining, fusing fabric for shirt collars, cuffs, belt rolls and

Packlets Marketed under the brand name of “Star Track”

Zippers Imported the largest zipper manufacturing plant from Taiwan The product ranges from (a) IFC and CFC zippers used in trousers, (b) concealed invisible zippers

used in salwars, skirts and evening dresses, (c ) Metal Zippers for Jackets and Jeans, and (d) Long chain zippers used in suitcases, bags and shoes

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Textiles – Diverse Range

Terry Towels

Commenced production of terry towels in March 2007 (3,000 TPA)

Expanded the capacity to 15000 TPA in 2010

One of the leading manufacturer of entire gamut of Terry Towels in India

High quality ranging from 380 to 800 GSM towels and for bath mat 500 to 2000 GSM

Producing towels in all sizes from Wash, Guest, Kitchen, Hand, Bath, Bath sheet, Beach towels, Bath mat and Bath Robes

Product range is available in Dobby, Jacquard, Embellished and Embroidered towels

Bed Linen

Commenced production of bed linen

in October 2007 (12 MMPA)

Expanding the capacity by Dec. 2011, (30MMPA)

SLCL has the capacity to weave, process,

embroider and finish 1,60,000 sets every month

The range is available in cotton, polyester cotton blend, percale and satin and prints upto 16 colours

SLCL is fast emerging as a preferred vendor partner to global buyers in the home textile space • Blue chip international clients of SLCL products include Wal-Mart, Macy’s, Ikea, Bed Bath & Beyond, Loblaws, JC Penney, Shopco, Meijer’s, Lacoste, Frette, Westport, HBC, El-Corte Ingles and Sheet Street

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Textiles -Terry Towel and Home Furnishings

Bed Linen/Home furnishings

Product Specialty

Water Repellent Bed Linen

Ideal for nursing mothers

Vitamin E Bed linen Protects body tissue from damage caused by unstable substance

Fire retardant fabric Specialized fabric which does not catch fire

Organic bedspread 100% pure organic materials such as cotton, bamboo, linen and hemp blended together

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REGULAR TEXTILES:

Suiting & Shirting 24 MMPA

Denim 40 MMPA

Bottom Weight 6 MMPA

Terry T owel 15000 TPA

Wider Width 30 MMPA

Comforters 0.3 Mn. Pcs.

Garments 6.6 Mn. Pcs.

Quilted Fabric 0.4 MMPA

Embroidery Fabric

0.8 MMPA

TECHNICAL TEXTILE:

Technical Textile FABRIC 12 MMPA

Fusible Interlining 25 MMPA

Nylon coated Fabric 1.25 MMPA

Black out Fabric 20 mn mtrs

Flex fabrics 17 mn mtrs

NBC Fabric 10 mn mtrs

IRR/ MSCN fabric 5 mn mtrs

Existing Capacity (p.a.)

Brand Name Product Launched Specialty

Star Track Fusible interlining fabric 1997 40 varieties of fusible interlining (with zero shrinkage)

Galaxy Embroidery 1997 Range of embroidery like chikan, etc

Alisha Clothing Accessories 2000 Range of clothing accessories, lace, etc

SVL Zippers 2006 150 shades with different zippers for garments, bags and luggage

Weaves Home Furnishings 2008 Home furnishing – value-added bed sheets, bed covers to terry towels, pillows, cushions, comforters, table covers

“DYFI” Garments 2010

Stitching through technology driven machines. Presently, there are 5 owned company stores which will be increased to 20 in FY12. Overall, presence pan India through multi-brand outlets. SLCL would be increasing the advertising budget for DYFI and would be going in for targeted ad spends

Textiles: Multi-brand Product Portfolio

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Shri Lakshmi in Defence businessSLCL manufactures uniforms, fabrics and fabricated textile items for the armed forces

SLCL’s subsidiary, Shri Lakshmi Defence Solutions Limited (SLDSL), incorporated in 2006-07, manufactures the following for the defense and homeland security sector:

•Ballistics•Body armour• Bulletproof helmets• Bomb Blanket•Bomb Suits•Composite armour panels for vehicles•Armoured Vehicles (360* protection)

•DHRUV – Armoured Troop Carrier •DRONA – Blast and Mine Protection Vehicle•VIPER – Fast moving attacking armoured vehicle•SHERPA MK7 – Latest armoured protection vehicle

SLDSL is approved supplier for Indian Army NavyAir Force

SLDSL is registered with •Directorate General of Supplies & Disposal•Director General of Quality Assurance•Forces Ministry of Defence (Navy)•Defence Material Stores R&D Est•Federation of Indian Export Organization•RDSO (Indian Railways•Indian Postal Department

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Shri Lakshmi Defence Solutions SLDSL has entered Agreement with Ford India Ltd. for armouring vehicle on Ford chassis.

The Major markets for SLDSL products include:

India

USA

Canada

Europe

Australia

Middle East

Africa

Asia

Growth Drivers – Modernization programs to upgrade the Indian Defence Recent terrorist attack on India Threat from terrorists, naxalities, etc. in different parts of the country Threats from neighbour countries Strengthening the Indian Army Protection of VVIPs

Technical & Safety Textiles – Defence Applications

Product Specialty

Waterproof Repellent Fabric Protects the soldiers from getting wet

Breathable fabric 100% cotton made and carbon coated to make it easilybreathable and light weight

Fire retardant fabric Protects soldiers from fire

Nuclear Bio-Chemical Fabric Protects soldiers in nuclear war. Nitrogen packing enables use even after 10 years

High altitude Soldiers will feel warm even at -40 degree centigrade

Dual shade fabric Camouflages and prevents enemy detection

Bulletproof jackets and helmets Officers protection

Infra-red reflector fabric Cannot be detected by infra-red rays

Sleeping bags Comfortable and portable

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Technical and Safety Textiles – for Defence

SLDSL has developed indigenous manufacturing facilities for technical and security related fabrics for all types of military usage. It has a range of ballistic products and an established network and affiliates around the world, backed

by long-term strategic alliances with local as well as global manufacturers

Ballistic Blanket

Ballistic Shield Sniper SuitFire Resistant

SuitN. B. C. Suits

Smart Uniforms

Body ArmoursBulletproof

VestsBulletproof

JacketAnti-riot helmets

Sleeping Bag Armour Plates

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Technical and Safety Textiles - Defence

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Extremely Cold Weather (ECW) clothingsFire Retardant Fabrics & Suits Nuclear, Biological, Chemical (NBC) Protective Suits and Gear

Multi Spectrum Camouflage FabricConductive Fabrics and Health Monitoring Sensors

Capabilities in Technical and Safety Textiles SLDSL has already developed the capabilities in the following high end technical and safety textiles and gear

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Recent Developments Textile Park

The Ministry of Textiles Govt. of India vide their letter dated 08.11.2011, has approved Shri Lakshmi Textile ParkLimited for setting up Integrated Textile Park Project with world class infrastructure facilities for promoting industrialunits.

R&D Centre

DSIR (Directorate for Scientific and Industrial Research), Govt. of India has given R&D recognition to the company videtheir letter dated 23.09.2011.

Skill Up gradation CentreShri Lakshmi Cotsyn Ltd. has also been approved by Ministry of Textile Govt. of India to under take Skill UpgradationDevelopment programme for the unskilled workers.

OthersSLCL has developed an anti-bedbug bedsheet

SLCL has converted rice husk ash (RHA) into Sodium Silicate for the use in detergent soaps and tyres and further converting it into precipitated silica for the use in tooth paste and tooth powders.

SLDSL - Mine Protection Vehicles for Nepal Government SLDSL has supplied 4 specialized mine protection vehicles to Nepal Govt. for their troops deployed on United Nations missions and is expecting orders worth Rs. 800 mn to 1 billion.

SLDSL - supply of vehicles to Ministry of Home SLDSL has supplied 6 Bullet Proof Commando vehicles to Gujrat Police and 4 Bullet Proof Commando vehicles to Madhya Pradesh Police and expecting the repetition of order worth Rs. 100 Crores.

2008 •Nano Technology - to `produce smart textiles e.g. smart caps, vests and bed sheets equipped with Nano Carbon Sensors and manufacturing of value added bed sheets viz water repellent, mosquito repellent, vitamin E etc.

2007•Screen Making Technology with 1600 resolutions

2006 •Sets up a Denim manufacturing plant with Rope Dying Technology

2004 •Facilities to manufacture Technical Textiles like NBC (Nuclear Bio-Chemical) fabric, IR (Infrared Reflective) fabric

2003 •Signed TOT (Transfer of Technology) agreement with DMSRDE (A DRDO unit) to manufacture Glacier Tents and High Altitude Sleeping Bags

1999•Installed Fusible Interlining plant with Microdot Coating Technology

1998 •Developed an in-house technology to manufacture Textile Auxiliary Chemicals for Captive Consumption resulting in better fabric quality at cheaper rates

1995•Installed 130 " wide Fully Electronic Lockstitch Swiss Quilting machine with 360 degree quilting facilities, first of its kind in India

2009

2010

•Launched WEAVES brand in Home Textile segment•Acquired a comforter unit at Noida with the capacity of 3 lac numbers per annum.

•Completed Terry Towel Expansion from 3000 TPA to 15000 TPA and launched DYFI brand offering garments stitched through technology driven machines.

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Innovation through the years•Commisioned Rs.992 Crores Expansion projects of Technical Textile, Denim & Sheeting.2011

Nanotechnology

Working on Nano technology fabrics and smart textiles with NCT technologies under guidance and supervision of Dr. G. N. Mathur Ex- Director of DRDO

To access flexible sensor technology to monitor fatigue stress heart condition and blood pressure

Functional Fabric

Water proof, wind tight, breathable, humidity, transport etc

Optimized material properties e.g. Colour fastness tensile and abrasion resistance,

Heat proof and cold resistant

Smart Intelligent Fabric

Smell release or odour control

Advanced wearing comfort and heating insulation

Microcapsules with phase change materials

Reflection materials EIV fed protection UIV Protection Developments

with additional electronicfunctions.

Developments with new raw materials

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From Functionality to “Intelligent” textiles

Ranked 117th among the top 400 manufacturing companies in India (source : Dalal Street Journal –

Mid Cap 400 issue 2011)

Ranked 294th among the top 1000 companies in BS- 1000, issue 2012.

Ranked 319th among the top 500 manufacturing companies in India (Source: Industry 2.0 –

Technology Management for Decision Makers, September 2011.

Ranked 319th among the top 500 companies of India, published in ET-500, October 2010 issue.

Possessing certificates like ISO 9001-2008,ISO 14001-2004, OHSAS – 18001-2001, GOTS, OE-

100, Oelotex and Reach

Ranked Star Export House by the office of the Joint Director-General of Foreign Trade, Ministry

of Commerce and Industry.

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Accreditations and Accolades

Received an award from Indian Carbon Outlook 2011 for accelerating Market driven Sustainability

Received an award from Community of International Sewing Machine Industry , India

(CISMI) by GARTEXMA for valuable support in apparel and home textiles machine industry (11th

October, 2010).

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Value Proposition (contd….)

Value proposition elements

Type of value

Integrated Textile Player Completely integrated player from yarn dyeing to processing to garmenting and retailing leading to huge cost advantages

Diversified product portfolio

High margin and value added products in technical textiles segment with both civilian and defence applications

Established brands through distributors and MBO

Differentiated products SLCL is not just another plain vanilla textiles company but an integrated player with deep capabilities in manufacturing high quality technical and safety textiles (NBC fabrics, MSCN fabrics, water repellent fabrics, ECW fabrics, combat uniforms etc)

Global blue chip clients include Ikea, Wal-Mart, Macy’s, Bed Bath & Beyond, Loblaws, JC Penney, Shopco, Meijer’s, Lacoste, Frette, Westport, HBC, El-Corte Ingles and Sheet Street. Some of the major textile players in India have not been able to make it to the IKEA approved list of suppliers.

SLCL continues to introduce innovative textiles and is working on nano technology based fabrics which will have health benefits and applications in healthcare

Dynamic promoter having deep understanding of industry trends

The Promoter brings in his rich insight from over 25 years of experience in textile costing and manufacturing

PhD in textile costing

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State of the art manufacturing plants at 6 locations, quality intensive processes

The plant and machinery has been imported from reputed suppliers in Europe

Advanced TQM methodologies followed to deliver consistent and internationally benchmarked quality standards

SLCL products are in the IKEA approved list

It has developed an in-house technology to manufacture Textile Auxiliary Chemicals for captive consumption resulting in better fabric quality at cheaper rates

Visibility on future growth Largest product offering in the textile industry and capacity expansion in place by Dec 2011 to fuel future growth across products

Plethora of opportunities in defence – grown from uniforms to ballistics to Armoured Vehicles Increase in use of Armored Vehicles due to increase in terrorist activities and demand from

defence sector

Large and growing domestic and international client base to ensure steady growth

Extensive marketing and distribution network to push products and increased advertising spend to build strong brands in readymade garments

Growth platform for investors

Play on the consumption theme in India

Attractive valuations with strong fundamentals

Value proposition elements

Type of value

Value Proposition

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SWOT Analysis

Integrated across all verticals from yarn manufacture, dyeing to garmenting and retail

Among India’s top ten textile manufacturers Global blue chip clients include Ikea, Wal-Mart, Macy’s, Bed Bath & Beyond,

Loblaws, JC Penney, Shopco, Meijer’s, Lacoste, Frette, Westport, HBC, El-Corte Ingles and Sheet Street. Some of the major textile players in India have not been able to make it to the IKEA approved list of suppliers.

State of the art large manufacturing facilities at 6 locations Strong presence in technical and safety textiles (water repellent bed sheets,

mosquito repellent bed sheets, fire retardant fabrics etc.) with defenceapplications

Strong presence in defence related textiles (uniforms, camouflage textiles to armoured vehicles)

Strong R&D capabilities proven over a decade with launch of innovative products

Multiple brands for different segments Market leader in fusible interlining segment (35% plus market share) Extensive marketing and distribution network (products sold in more than

1150 multi brand outlets)

Low brand visibility in readymade garments due to lack of exclusive stores

Relatively high leverage Input cost variations may affect

profitability

Platform is ready for strengthening of brands (DYFI, Weaves etc) in a major way in readymade garments and home furnishings. The brands need to be made more visible by increased ad spends and reach.

Opportunity to add more global blue chip clients in US and Europe Opportunity to cater to defence forces in India and abroad in higher value

added areas – armoured vehicles, technical and safety textiles Opportunity to launch high quality fabrics in healthcare using nanotechnology

Increasing competition fromexisting players in textiles and defence related products

WEA

KNES

SES

THRE

ATS

STRE

NG

THS

OPP

ORT

UN

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Contact Details

Rakesh Kumar SrivastavaCompany Secy. cum Financial ControllerShri Lakshmi Cotsyn Limited19/X-1, Krishnapuram, G. T. Road, Kanpur – 7, (U. P.)

M : +919554950710L : +91 512 2401492F: +91 512 2402339Email: rakesh@shrilakshmi.in

Contact Details