Emmbi Industries Limited · NSE:EMMBI
Emmbi Industries — Q1 FY2023 Earnings Presentation
19 slides from Emmbi Industries's earnings presentation, Aug 12, 2022
Slide 1: Exchange filing cover letter for investor presentation
Ti emmbi INDUSTRIES LIMITED Date: 12" August, 2022 To, To, Dept. of Corporate Services, The Listing Department, BSE Limited, National Stock Exchange of India Limited, Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex, Dalal Street, Mumbai — 400 001 Bandra (East), Mumbai 400051 BSE Scri
Slide 2: Emmbi Industries Limited Q1 FY23 Investor Presentation
Emmbi Industries Limited Q1 FY 23, Investor Presentation
Slide 3: Disclaimer
Disclaimer This is not an investment recommendation, and this presentation contains forward-looking statements, identified by words such as ‘plans’, ‘expects’, ‘will’, ‘anticipates’, ‘believes’, ‘intends’, ‘projects’, ‘estimates’ and so on. All statements that address expectations or projections abo
Slide 4: Emmbi's Verticals
Emmbi’s Verticals Emmbi B2B Avana - B2C Domestic Business International Business Avana Avana Consumer Consumer Durables Goods
Slide 5: International Business
International Business • Major Products: Industrial Packaging, Advanced Composites, Container Liners • Major Sectors: Pharmaceuticals, FMCG, Chemicals, Food, Construction, Automobiles • Major Geographical Markets: 70 Countries worldwide
Slide 6: Domestic Business
Domestic Business • Major Products: Industrial Packaging • Major Sectors: FMCG, Automobiles, Chemicals, Food • Major Geographical Markets: Maharashtra, Gujarat, Madhya Pradesh, Goa, Karnataka, Delhi-NCR, U.T. of Dadra & Nagar Haveli and Daman & Diu
Slide 7: Avana Consumer Durables
Avana Consumer Durables • Major Products: Avana Jalasanchay, Avana Jalasanchay Super • Major Sectors: Water Conservation, Agriculture, Aquaculture • Major Geographical Markets: Maharashtra, Rajasthan, Karnataka, Madhya Pradesh, Punjab, Haryana
Slide 8: Avana Consumer Goods
Avana Consumer Goods • Major Products: Avana Kapila Murughas Bag, Avana Anant Leno Bag, Avana Tank, Avana Rakshak Tarpaulin, Avana Prabal Thread • Major Sectors: Agriculture, Agri-inputs, Agri-packaging, Dairy • Major Geographical Markets: Maharashtra
Slide 9: Financial Highlights
Financial Highlights
Slide 10: The Bounce Back
The Bounce Back Increased Strong Export order Agricultural retail US/Europe production book restrictions removed Economic Growth efficiency
Slide 11: Financial Highlights
Financial Highlights (₹ Millions) Q1 2022 Q1 2023 Revenues 1,223.28 1,236.73 EBIDTA 111.22 106.07 PAT 44.73 30.31 EPS 2.53 1.71
Slide 12: Vertical-wise Breakdown
Vertical-wise Breakdown Avana Consumer Avana Consumer Durables Goods B2B Domestic B2B International (Figures as on 31.03.2022. Figures will be updated on half yearly basis on 30th Sept 2022)
Slide 13: Growth Composition
Growth Composition Division Growth% B2B International 73.24% B2B Domestic 43.11% Avana Consumer Durables 20.77% Avana Consumer Goods 560.00% Total 59.57% (Figures as on 31.03.2022.. Figures will be updated on half yearly basis on 30th Sept 2022)
Slide 14: Q1 Highlights
Q1 Highlights • To cater to the UK’s new plastic packaging tax, Emmbi launched the Reclaim30 range. The product which was launched in last year is now commercial success. Company is now working on designing products with higher contain of rPP • Emmbi on path to become zero-waste company by FY23. We
Slide 15: ESG Through Emmbi Reclaim30
ESG Through Emmbi Reclaim30 Reclaim30 is Emmbi’s range of sustainable plastic packaging, which uses 30%+ recycled polypropylene New trials are now successful to produce some of the Avana Retail Range of products. This will be very pathbreaking innovation for the company The Reclaim30 Trademark has b
Slide 16: Long-Term Growth Drivers
Growth Drivers Long-Term Growth Drivers
Slide 17: Growth Drivers: Emmbi
Growth Drivers: Emmbi Packaging growth is directly correlated to GDP growth Debottlenecking manufacturing facility created ability to produce higher quantities, with higher margins Focus on sustainable industrial packaging, registering the Emmbi ReClaim trademark New range of barrier packaging, high
Slide 18: Growth Drivers: Avana
Growth Drivers: Avana Asset-light model with Partner Manufacturers Growth in Avana’s brand loyalty Focus on consumer marketing through Advertisements, YouTube collaborations etc. Quicker Go-To-Market (GTM) Strategies Cross-Selling / Up-Selling Products
Slide 19: Thank You!
Thank You! For more information, please contact Emmbi Investor Services at info@emmbi.com