Engro Polymer & Chemicals Limited · PSX:EPCL
Engro Polymer & Chemicals — Q1 2022 Earnings Presentation
11 slides from Engro Polymer & Chemicals's earnings presentation, Jul 6, 2022
Slide 1: Analyst Briefing – Q1 2022
Analyst Briefing – Q1 2022 a sustainable tomorrow
Slide 2: Key achievement & highlights
Engro Polymer & Chemicals Limited Key achievement & highlights Q1 2022 ➢ PAT growth of ~14% vs same period last quarter ➢ Highest ever quarterly sales reflecting strong demand ➢ Recognition as one of the Top 25 PSX Companies based on a comprehensive criteria including profitability, CCG and DE&I ➢ O
Slide 3: International Markets
Engro Polymer & Chemicals Limited International Markets
Slide 4: International Market Prices
Engro Polymer & Chemicals Limited International Market Prices International PVC Price USD/Ton 2,000 ▪ International PVC prices continued their declining trend 1,700 before facing a reversal from the latter half of February. 1,400 ▪ Industrial activity in India picked up pace, with construction 1,100
Slide 5: Business Updates
Engro Polymer & Chemicals Limited Business Updates
Slide 6: Vinyls Overview
Engro Polymer & Chemicals Limited Vinyls Overview Highest ever PVC sales for EPCL in the domestic market Pipes and fittings remain major application of PVC in Domestic Sales Volumes in KT Pakistan. Meanwhile, EPCL continues to play its part in promoting other downstream applications for which we hav
Slide 7: Chlor Alkali Overview
Engro Polymer & Chemicals Limited Chlor Alkali Overview Chlor Alkali – Sales Volumes (KT) 1 2 7 83 79 68 2 2 18 15 3 5 2019 2020 2021 Q1 2021 1Q 2022 Exports Liquid Domestic Sales Flakes Domestic Sales 7
Slide 8: Performance Q1 2022 vs Q1 2021
Engro Polymer & Chemicals Limited Performance Q1 2022 vs Q1 2021 Unit Q1 2022 Q1 2021 2021 Total revenue PKR Mn 23,127 15,671 70,022 Profit after tax PKR Mn 4,714 4,143 15,060 EPS Basic Rs. / Share 5.19 4.56 16.28 EPS Diluted Rs. / Share 3.90 3.42 12.46 DPS Rs. / Share 5.00 0.08 16.30 ➢ The Company
Slide 9: Looking Forward
Engro Polymer & Chemicals Limited Looking Forward
Slide 10: Outlook
Engro Polymer & Chemicals Limited Discuss Outlook ❑ HTDC project and Hydrogen Peroxide project are on track as per plan ❑ A CAPEX of USD 4 million has been approved for conducting Basic Engineering followed by a FEED study in relation to de-bottlenecking VCM production facility to 300 KT p.a. Market
Slide 11: Thank You
engro THANK YOU
Engro Polymer & Chemicals — Q1 2022 Earnings Presentation on 6ix