Emmbi Industries Limited · NSE:EMMBI
Emmbi Industries — Q4 FY2021 Earnings Presentation
25 slides from Emmbi Industries's earnings presentation, Jun 28, 2021
Slide 1: Cover letter to stock exchanges
Fommbi INDUSTRIES LIMITED Date: 28" June, 2021 To, To, Dept. of Corporate Services, , The Listing Department, BSE Limited, National Stock Exchange of India Limi Phiroze Jeejeebhoy Towers, ted, Exchange Plaza, Bandra Kurla Comp Dalal Street, Mumbai — 400 001 lex, Bandra (East), Mumbai 40005] BSE Scri
Slide 2: Emmbi Industries Limited Investor Presentation Q4 2020-2021
Emmbi Industries Limited Investor Presentation Q4, 2020-2021
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: Business Verticals
Business Verticals Emmbi B2B (Enterprise) B2C (Consumer) Specialty Packaging Advanced Composites Avana Design Avana Create
Slide 5: B2B: Specialty Packaging
B2B: Specialty Packaging • Estimated Global Market: US $30 Billion • The Specialty Packaging division caters to a wide array of industries, from food and pharma to chemicals, cement and more – to transport and store material
Slide 6: B2B: Advanced Composites
B2B: Advanced Composites • Estimated Global Market: US $36.5 Billion • The Advanced Composites division focuses on creating high-tech solutions for specialized applications • This division creates solutions for hazardous waste management, asbestos removal, fire-retardant applications, water conserva
Slide 7: Avana Market Overview
Avana Market Overview 54% of India faces high to Water Conservation is being India to double farmer extremely-high water stress brought to the forefront of income by 2022-23 government policy This would put more money This is resulting in more funds in the hands of the for the creation of farm ponds
Slide 8: B2C: Avana Create
B2C: Avana Create • Avana Create includes products and services where we design, manufacture and distribute products. • This range includes: • Jalasanchay (Pond Liner) • Jalasanchay Super (Pond Liner) • Kapila (Murghas Bags) • Flexible Tanks • Prabal : Multypurpose Thread • While selecting products
Slide 9: B2C: Avana Design
B2C: Avana Design • Avana Design includes products where we design and distribute products, that are made by partner manufacturers. Products in this range will help us grow in an asset- light manner, and let us focus investments on expanding our distribution network. • They will leverage on our curr
Slide 10: Financial Highlights
Financial Highlights
Slide 11: Financial Highlights
Financial Highlights Emmbi delivers largest quarterly revenue of Rs.1,088.10 Mn in the history of the Company Covid Year (2020-2021) % Change % Change (₹ Millions) Q1 2021 Q2 2021 % Change Q2 2021 Q3 2021 Q3 2021 Q4 2021 Revenues 574.87 671.91 16.88 671.91 863.46 28.51 863.46 1,088.16 26.02 EBIDTA 5
Slide 12: Financial Highlights
Financial Highlights Emmbi achieved 30.24% growth in profit Q4FY21 as compared to Q3FY21 Q4 Q4 (₹ Millions) % Change 2020 2021 Revenues 846.62 1,088.16 28.53 EBIDTA 86.40 88.21 2.09 PAT 37.44 30.63 (18.20) EPS 2.12 1.73 (18.20)
Slide 13: Revenue Breakdown
Revenue Breakdown AFRICA 3.20% MIDDLE EAST 3.10% EUROPE 23.00% B2C THE UK 14.50% 16.30% Domestic 42% Export 58% OCEANIA 16.40% B2B 83.70% AMERICAS 39.80% Markets Export Geographies B2B vs B2C * Figures as on 31st March, 2021. The revised figures will be published half yearly.
Slide 14: Manufacturing Developments
Manufacturing Developments • Creation of an automobile style manufacturing system • Different components are manufactured in different units • This would lead to improved unit efficiency, and in-turn, helping our profitability Unit 1 - Sita: Unit 2- Rampriya: Advance Composite Circular & Speciality
Slide 15: Highlights of the Quarter
Highlights of the Quarter Brand Ambassador • Mr. Sayaji Shinde is appointed as a Brand Ambassador to represent, promote and endorse various products of Avana. • Television commercials were aired in March, 21 on Tv9, ABP Majha, Zee Marathi, and a few other leading channels. • The response was very po
Slide 16: Long Term Growth Drivers
Long Term Growth Drivers
Slide 17: B2B Growth Drivers
B2B Growth Drivers Emmbi has identified that a long-term growth driver in polymer processing will be green polymers – substances that have the same functionality as current polymers, but a lower environmental impact. With this in mind, we have designed • Emmbi EcoSafe • Kindly refer the next slide f
Slide 18: Emmbi EcoSafe
Emmbi EcoSafe • Products made with a single homopolymer design • Use only raffia grade polypropylene, as opposed to multiple polymers • No separation required during recycling • All products can be custom made with an EcoSafe design • Fully recyclable
Slide 19: Avana Growth Drivers
Avana Growth Drivers • Focus on distribution, design and marketing with partner manufacturers • Asset Light growth • Investment focused on increasing retail touchpoints • Creation of a service-focused organization • USP within rural consumer durables sector, water conservation in particular • Creati
Slide 20: Emmbi's COVID response
Emmbi’s COVID response
Slide 21: Measures and steps taken to deal with COVID response
Measures and steps taken to deal with COVID response Supply of Free Equipments, Medicines & Sanitization Till date the Company has provided free vaccinations to 40%+ of its strength of employees and workers through various Medical Camps
Slide 22: Measures and steps taken to deal with COVID response
Measures and steps taken to deal with COVID response Supply of Free Equipments, Medicines & Sanitization • To mitigate the impact of disruptions caused by the second Bipap Ventilator wave of Covid pandemic, the Company has taken various steps at its Silvassa Factories and Mumbai Office: Procuremen
Slide 23: Measures and steps taken to deal with COVID response
Measures and steps taken to deal with COVID response Sanitization & Safety Measures Frequent spraying of Sodium Hypochlorite on machines, surfaces, doorknobs, handles, etc every two hours. Sanitization of all vehicles and containers entering the factory premises Mandatory Sanitization of all wor
Slide 24: Measures and steps taken to deal with COVID response
Measures and steps taken to deal with COVID response Emmbi’s Covid Warriors “Self Help” Groups were created to provide support to Company’s employees and workers Emmbi’s Covid Warriors provided timely help to employees who were Covid Positive in the form of sourcing medicines, arranging for heal
Slide 25: Thank You
Thank You For more information, please contact Emmbi Investor Services at info@emmbi.com