Engro Polymer & Chemicals Limited · PSX:EPCL
Engro Polymer & Chemicals — Q1 2023 Earnings Presentation
11 slides from Engro Polymer & Chemicals's earnings presentation, Jul 1, 2023
Slide 1: Analyst Briefing – Q1 2023
— : engro polymer & chemicals Analyst Briefing — Q1 2023
Slide 2: Key Highlights
Engro Polymer & Chemicals Limited Key Highlights + Successful execution of Turnaround + TRIR (total recordable injury rate) of 0.13 + Enabled import substitution of USD 23 M + Execution of digitization and efficiency projects - Worsening global macroeconomic and geopolitical developments - Sharp inc
Slide 3: International Markets
Engro Polymer & Chemicals Limited International Markets
Slide 4: International Market Prices
International Market Prices International PVC Price USD/Ton ▪ PVC international prices witnessed an uptick in the initial 2,000 two months of the quarter on the back of renewed 1,700 demand and restocking activity in India. 1,400 ▪ Prices then softened on the back of a hazy economic 1,100 outlook, g
Slide 5: Business Updates
Engro Polymer & Chemicals Limited Business Updates
Slide 6: Vinyl's Overview
Engro Polymer & Chemicals Limited Vinyl's Overview SALES VOLUME IN TONS Pipes and fittings remain major application of PVC in 80 Pakistan. Meanwhile, EPCL continues to play its part in promoting other downstream applications for which we have made significant investment in ThinkPVC outlet 70 Applica
Slide 7: Chlor Alkali Overview
Engro Polymer & Chemicals Limited Chlor Alkali Overview Chlor Alkali – Sales Volumes (KT) 25 20 3 2 2 15 2 2 10 19 19 15 14 12 5 - Q1 2022 Q2 2022 Q3 2022 Q4 2022 Q1 2023 Liquid Sales Flakes Sales 8
Slide 8: Performance Q1 2023 vs Q1 2022
Engro Polymer & Chemicals Limited Performance Q1 2023 vs Q1 2022 Unit Q1 2023 Q1 2022 2022 Total revenue PKR Mn 17,978 23,127 82,060 Profit after tax PKR Mn 1,183 4,714 11,689 Rs. / EPS Basic 1.30 5.19 12.37 Share Rs. / EPS Diluted 0.98 3.90 9.67 Share • The company recorded a revenue decrease of 22
Slide 9: Looking Forward
Engro Polymer & Chemicals Limited Looking Forward
Slide 10: Looking forward…
Engro Polymer & Chemicals Limited Looking forward… ✓ Key focus is ensuring safe and sustainable operations and completing on-going projects within communicated timelines ✓ Rising interest rates and inflationary environment will likely continue to impact our customers ✓ Active management of the chall
Slide 11: Thank You
engro THANK YOU
Engro Polymer & Chemicals — Q1 2023 Earnings Presentation on 6ix