Pi Industries Limited · NSE:PIIND
Pi Industries — Investor Presentation (March 2025)
18 slides from Pi Industries's investor presentation, Mar 7, 2025
Slide 1: 1
1
Slide 2: PI Industries Ltd. – Transforming into LifeSciences Powerhouse
PI Industries Ltd. Transforming into LifeSciences Powerhouse Udaipur, March 7, 2025 Certain statements made in this presentation may not be based on historical information or facts and may be “forward looking statements,” including those relating to general business plans and strategy of PI Industri
Slide 3: Imagining a healthier planet: vision and values
, imagining a healthier planet! [at _ “Lead with science, technology and human ingenuity to create transformative solutions in life sciences” 9 COURAGEOUS CURIOUS CREATIVE CARING Think Bold, act with Integrity Question conventional wisdom, Differentiate, Collaborate, Experiment Be Transparent, build
Slide 4: PI the Company
PI the Company “ An organization that is committed to excellence in whatever it does . . . known for over 2 decades to Outshines competitors in delivering business needs of the customers by unlocking value & fearlessly reinventing ourselves “ be the Top wealth creator . . . A Trusted Brand & Success
Slide 5: Increasing Demand for Food, Fiber & Fuel
MEGATRENDS THROUGH 2050 Increasing Demand for Food, GROWING POPULATION +50% more food and feed required to Fiber & Fuel … meet growing demand +2.2bn People Sustained Opportunity for AgChem PRESSURE ON ECOSYSTEMS CLIMATE CHANGE -17% -20% 2016 Harvest losses from Significant loss in ▪ Up to 25% reduct
Slide 6: Consistent Pipeline growing across years
Consistent AgChem continues to Grow; Diversifying Pipeline growing Portfolio with new across years . . . segments like Differentiated CSM Model Electronic & Specialty Chemicals.. 15+ molecules have been commercialized over the last few years 60+ molecules are currently in active pipeline with > 50%
Slide 7: Evolving from Ag Chem Leader to Life Sciences Powerhouse
Past Pioneered bringing Innovative Evolving from AgChem Products to Indian Farmers & achieved Scale Future Ag Chem Leader Built world-class research & process development capability A Global Technology platform Leader in Biologicals; scaling Pharma by investment and to Life Sciences Best Financial M
Slide 8: World-Class R&D delivering Innovative and Disruptive solutions
State-of-the-art NABL ISO17025 World-Class R&D R&D Labs and GLP certified at 4 locations New ICP-OES de l i v e r i n g Innovative 700+ Scientists 60+ projects an d Disruptive 200+ Doctorates R&D at different development stages solutions 190+ Patents filed In-house library with a vast array of knowl
Slide 9: Integrated R&D For Ag
Process Commercial Discovery Process Research Scale-up Marketing Development Manufacturing Integrated R&D Knowledge & For Ag IP Management with Non-Conflicting Approach IT & Digital Analytical Integration Excellence Technology BEST IN CLASS GLOBAL SCALE CAPABILITIES transfer for Molecule Design & co
Slide 10: Differentiated Technology Capabilities
Differentiated Technology Capabilities Flow Technology Molecular Modelling & Quantum Mechanics Biotechnology GLP Accredited Analytical Capabilities : Structure Elucidation to Phys Chem to Method Development Differentiated Technology Biology: In-Vitro, Greenhouse Testing Capabilities Capabilities Lar
Slide 11: Ag Brands
…Constantly Investing to bring Innovative & Ag Brands Technological Solutions through Research Partnerships, Global Innovators and Inhouse Driven By Unique Solutions through Global Development…. Partnerships, Brands Building Capabilities And Market Reach Reinventing FOCUS ON the Ag Input INNOVATION
Slide 12: Biologicals - PI’s Sustainable Growth Engine
Present Market: $10B, to grow 2x by 2030 Biologicals - PI’s Sustainable Growth Engine Aspiration Milestone PI’s global biologicals revenue to grow 5x 25 Years of “Passion for Scale-up Plans Biologicals” Introduce Products through New Technology now going platforms GLOBAL Leverage India Distribution
Slide 13: PI’s Pharma CRDMO Next growth Engine
Integrated CRDMO services PI’s Pharma CRDMO Medicinal Chemistry 01 Process development & Safety 02 Next growth Engine… KSM & Intermediates 03 Analytical Services 04 GMP 05 Flow Cemistry 06 & Others Pharma CRDMO: PIHS TODAY Targeting 3X revenue over • Solution platform from Discovery through next 3-4
Slide 14: PI’s Financial Strength & Consistent Outperformance
PI’s Financial Strength & Consistent Outperformance Figures in Rs Crores ~27x ~90x Exports Revenue ~7,145 ~6,300 Past two decades Revenue CAGR: ~20% Solid track Exports Revenue record of CAGR: ~27% wealth creation ~270 67 over past two EBITDA Margins: Steady at FY05 FY24 FY05 FY24 decades 25%+ Surpl
Slide 15: The PI Investment Case: A Proven Growth Engine
The PI Investment Case: A Proven Growth Engine…. Unlocking the Next Era of Growth Demonstrated Wealth Creation with 01 05 Debt free balance sheet, War chest of growth Demonstrated ability to constantly reinvent itself over 8 Decades Strong Financials Guided by our Values capital Constantly Different
Slide 16: A High-Caliber Board – Guiding PI’s Transformation Journey
PI Confidential A High-Caliber Board – Guiding PI’s Transformation Journey Diverse Board with deep financial, technical & scientific acumen guiding next PI SCORES HIGH ON GOVERNANCE round of growth 44% of Board Members are Independent Directors Two Women Directors Audit, NRC, CSR, Stakeholder Relati
Slide 17: Future Roadmap – Our Growth Milestones
Future Roadmap – Our Growth Milestones Delivering on Our Continue to Grow in CSM, Ag-Brands Vision backed by Innovation Partner for New NCEs in Ag Scale up Biologicals globally with New Technology Platforms Invest to grow Pharma CRDMO Continue M&A and Strategic partnerships Expand R&D, Manufacturing
Slide 18: Thank You
CDR India PI Industries Limited Siddharth Rangnekar Rajnish Sarna siddharth@cdr-india.com r.sarna@piind.com Nishid Solanki Sanjay Agarwal nishid@cdr-india.com sanjay.agarwal@piind.com Tel: +91 22 6645 1221 /1209 Tel: +91 22 62665600 Fax: +91 22 6645 1213 Thank You 18