Gujarat Fluorochemicals Ltd. · NSE:FLUOROCHEM
Gujarat Fluorochemicals — INOXGFL Group — Investor Day (December 2024)
24 slides from Gujarat Fluorochemicals's investor day presentation, December 2024
Slide 1: 1
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Slide 2: Mr. Vivek Jain, Chairman: Exciting years ahead
Mr. Vivek Jain Chairman, INOXGFL Group Exciting years ahead 2
Slide 3: INOXGFL Group – A US$ 12 BN Indian Conglomerate
INOXGFL GROUP – A US$ 12 BN INDIAN CONGLOMERATE INOXGFL Group, with a legacy of over 90 years, is one of the largest business Groups in India. It is a forerunner in diversified business segments comprising fluoropolymer, fluorochemicals, battery chemicals, wind turbines and renewables. The Group cur
Slide 4: INOXGFL Group – Leading the New Energy Transition
INOXGFL GROUP – LEADING THE NEW ENERGY TRANSITION Amongst the top business groups in India having the deepest expertise and widest array of offerings in the energy transition ecosystem We are building businesses which will be large contributors in the future Our vision is to more than 4x the E
Slide 5: Dr. Bir Kapoor: Advanced materials to lead growth
Dr. Bir Kapoor Deputy MD & CEO, Gujarat Fluorochemicals Limited Advanced materials to lead growth 5
Slide 6: GFL – Battery Materials Segment to Become the Largest Contributor
GFL – BATTERY MATERIALS SEGMENT TO BECOME THE LARGEST CONTRIBUTOR Current Business Segments Future Business Segments Bulk Chemicals Fluorochemicals Fluoropolymers Fluorochemicals Bulk Chemicals Battery Materials Fluoropolymers 6
Slide 7: GFL – Our Key Strength: Integrated Operations
GFL – OUR KEY STRENGTH: INTEGRATED OPERATIONS * * Under Implementation 7
Slide 8: GFL – Fluoropolymers Vertical
GFL – FLUOROPOLYMERS VERTICAL PRODUCTS PTFE MICRO POWDERS PFA PVDF FKM PPA APPLICATIONS • Oil & Gas • Printing Inks • Semi-conductors • Chemical • Automotive • Improve • Pharma & CPI • Engineering Plastics • Aero-space Processing • Chemicals Surface Finish • Food • Coatings • Chemical • Electronics
Slide 9: GFL – Fluoropolymers Vertical – Variety of Everyday Applications
GFL – FLUOROPOLYMERS VERTICAL – VARIETY OF EVERYDAY APPLICATIONS 9
Slide 10: GFL – Fluorochemicals & Bulk Chemicals Verticals
GFL – FLUOROCHEMICALS & BULK CHEMICALS VERTICALS FLUOROCHEMICALS PRODUCTS HF BASED TFE BASED REFRIGERANTS APPLICATIONS • Agrochemical majorly Insecticides, • Pharmaceutical Intermediates, • Air-conditioners Herbicides & Fungicides • Agrochemical Pesticide & • Plant Growth Regulators Intermediates
Slide 11: GFL – EV/ESS Battery Materials Vertical
GFL – EV/ESS BATTERY MATERIALS VERTICAL GFCL EV’s current product portfolio Electrolytes Cathode Active Materials caters to ~ 40% value of LFP cell cost Binders (CAM) Product % of LFP cell cost Salts: Li & Na based PVDF/PTFE LFP Cathode 44.4% Electrolyte formulations Anode 19.4% High Performance Add
Slide 12: GFL – EV/ESS Battery Materials Vertical
GFL – EV/ESS BATTERY MATERIALS VERTICAL Market share of ex-China players to increase significantly over the next few years with regulations and China+1 strategy across the globe Global Electric Global Li Battery Global EV Vehicle Sales Demand Li Battery Materials (1) (mn units) (GWh) ($bn) 116 116 9
Slide 13: GFL – EV/ESS Battery Materials Vertical: Potential to Be a Leader
GFL – EV/ESS BATTERY MATERIALS VERTICAL POTENTIAL TO BE A LEADER AROSS SEGMENTS LFP CAM #2 player(1) Electrolyte(2) #1 player(1, 2) ex-China in India • Primary material 1,633 • Primary raw material for 199 required to make LFP 1,205 manufacturing all types Cells 111 of batteries (4) • High thermal s
Slide 14: Mr. Kailash Tarachandani: Equipped on all fronts to deliver strong growth
Mr. Kailash Tarachandani Group CEO, Inox Wind Ltd. Equipped on all fronts to deliver strong growth 14
Slide 15: Inox Wind – Focus on Key Areas to Increase Profitability
INOX WIND – FOCUS ON KEY AREAS TO INCREASE PROFITABILITY Focusing on execution and margin improvement, on the back of a robust balance sheet IWL is one of the strongest wind focused companies in the Indian subcontinent with deep manufacturing as well as project development & execution expertise, u
Slide 16: Inox Green & Resco Global – Growth Powerhouses of the Future
INOX GREEN & RESCO GLOBAL – GROWTH POWERHOUSES OF THE FUTURE Inox Green to deliver multifold growth – targeting 10 GW portfolio in 3-4 years Natural beneficiary of Inox Wind’s execution; Inox Wind’s order book of > 3.4 GW provides a very strong visibility Multifold growth as Inox Green targets t
Slide 17: Mr. Akhil Jindal: Financial developments
Mr. Akhil Jindal Group CFO, INOXGFL Group Financial developments – turned weaknesses into strengths 17
Slide 18: Key Actions
KEY ACTIONS All entities are well capitalized and financially independent Over the past two years, we have ensured that the all our existing companies and new ventures become financially independent and grow on equity capital We have been able to raise equity capital across companies: GFCL EV
Slide 19: Key Actions
KEY ACTIONS Strong credit ratings across companies GFL’s long-term ratings, which was upgraded to 'CRISIL AA+/Stable in Aug’23, have been maintained since then. This is on the back of the strong growth outlook of the company, which is better than peers and despite the prolonged demand challenges i
Slide 20: Mr. Devansh Jain: Transforming INOXGFL Group into an Energy Transition Powerhouse
Mr. Devansh Jain Executive Director, INOXGFL Group Transforming INOXGFL Group into an ENERGY TRANSITION POWERHOUSE 20
Slide 21: INOXGFL Group – Towards Leadership in New Energy
INOXGFL GROUP – TOWARDS LEADERSHIP IN NEW ENERGY INOXGFL Group – A leading integrated business Group, spread across the new energy value chain – Manufacturing & Supplies, Project Development & Execution, Power Generation, O&M Services Existing businesses are primed for growth – Chemicals & Wind
Slide 22: INOXGFL Group – At the Forefront of Energy Transition
INOXGFL GROUP – AT THE FOREFRONT OF ENERGY TRANSITION Creating moats across all businesses Seeding new business with own capital and raising capital at the appropriate time Endeavor is to be the leaders across all the businesses we enter into, with a vision to be one of the deepest integrated
Slide 23: Thank You
Thank You 23
Slide 24: INOXGFL Group – A Glorious Past
INOXGFL GROUP – A GLORIOUS PAST 2024 2023 Commercialization of Turnaround year for Inox GFCL EV’s Jolva plant Wind 2022 2021 INOXGFL Group 2011 2012 2013 2015 Inox Green IPO – New Avatar GFL enters into JV to Inox Wind GFL becomes one of Inox Wind’s IPO undertake the Fluorspar commences the world's