Privi Speciality Chemicals Limited · NSE:PRIVISCL
Privi Speciality Chemicals — Investor Presentation (November 2021)
39 slides from Privi Speciality Chemicals's investor presentation, Nov 1, 2021
Slide 1: Privi Speciality Chemicals Ltd: A Journey of Sustainable Growth
Privi Speciality Chemicals Ltd A Journey of Sustainable Growth Investor Presentation FY21-22 (H1) 1 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 2: Disclaimer
Disclaimer PRIVI SPECIALITY CHEMICALS LIMITED (Formerly known as Fairchem Speciality Limited) may, from time to time, make written and oral forward looking statements, in addition to statements contained in the company's filings with BSE Limited [BSE] and National Stock Exchange of India Limited [NS
Slide 3: Zero Liquid Discharge
3 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 4: The world is in turmoil
The world is in turmoil 4 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 5: Global warming is the root cause
Global warming is the root cause 40 Global energy-related CO2 emissions 35 33.5 33 31.6 32.332.2 31.5 30.4 29.1 30 27.8 26 23.1 23.8 GT CO2 25 21.7 22.3 20.520.5 20.7 20 15 10 5 0 1988 1992 1996 2000 2004 2008 2012 2016 2020 5 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 6: Impacts of Global Warming
Impacts of Global Warming • Hotter global temperatures • Increased and more severe storms • Increased droughts • Climate stress (unseasonal rains) • Rising oceans • Loss of species • Food and water scarcity • More health risks • Poverty and displacement • COVID-19, could well have been result of the
Slide 7: Unrelenting Natural Disasters, 2018-2021
Unrelenting Natural Disasters, 2018-2021 Fire In California, 2018 Japan Flood, 2018 Bushfires, Australia, 2019 Germany Flood 2020 Forest Fires, India, 2020 Hurricane Ida 2021, USA 7 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 8: Disaster can strike unannounced
Disaster can strike unannounced 8 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 9: The night of 22nd July 2021
the night of 22nd July 2021 Privi suffered from the wrath of nature 9 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 10: The Calamity that was avoided
The Calamity that was avoided • Flooding of manufacturing plants could have led to short circuit • In correct shutdown of hazardous chemical reactions could have rendered those open to the risk of an explosion. However, with Standard Operating Procedures for Disaster Management: Hazardous chemic
Slide 11: Sustainability, Safety have always been the Core Values of Privi
Sustainability, Safety have always been the Core Values of Privi 11 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 12: Sustainability
Sustainability 2019-21 2018-19 Progressing 2017-18 towards Zero Self reliance in Liquid 2015-17 Power Discharge Working for 2013-15 Zero effluent Water Recycle water discharge 2011-13 & Reuse across Implemented all units 2008-11 Green Process Water Recycle (leading to Till 2008 & Reuse at U2 reducti
Slide 13: Sustainability: Zero Liquid Discharge enabled plants
Sustainability : Zero Liquid Discharge enabled plants • Effluent Treatment plants are equipped with following additional equipment: Tertiary Clarifier Ultra Filtration Reverse Osmosis Unit Agitated Thin Film Dryer (ATFD) 13 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 14: Celebrating 100 days of Zero Liquid Discharge
Privi’s journey in sustainability: Celebrating 100 days of ZERO LIQUID DISCHARGE Unit-2 – our largest manufacturing facility has endeavored to recycle ALL the water that is generated as effluent by effectively treating it. Other Units will achieve zero liquid discharge by the end of June 2022. This
Slide 15: State of the Art Fire Fighting
STATE OF THE ART FIRE FIGHTING • 7.5 lakh KL water storage along with diesel operated under ground pumps – located 20 ft under ground • Inhouse fire tender ( water and foam ) 15 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 16: Reducing our carbon footprint with cradle to gate approach
We are committed to reducing our Carbon footprint with Cradle to gate approach Privi’s Scope 1 + 2 GHG Emission Intensity (Emissions per MT production) 4.6 4.518 4.5 4.405 4.4 4.3 4.2 4.1 4.059 4 3.9 3.8 FY81-19 FY19-20 FY20-21 Series 1 16 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 17: CDP Scoring System
CDP Accreditations • For the past 2 years continuously , PRIVI received C score in CDP Climate Change and Water Security assessments, which is higher than the Asia regional average of D, and same as the Chemicals sector average of C. • We aim to achieve Score B in next 2 years. CDP SCORING SYSTEM Ye
Slide 18: Commitment to solar energy for 25% of power requirement
Privi is committed to use solar energy for 25% of total power requirement this project is being implemented with utmost urgency 18 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 19: Privi's remarkable leadership
Privi’s remarkable leadership • Privi is led by the founder and Chairman & Managing Director Mr. Mahesh Babani, achieving 9x growth in Net Profit in a decade. • In achieving this growth, there were no short-cuts. • The growth was achieved with emphasis on Safety, Sustainability and maintained a Sens
Slide 20: The resurrection – 21 days of toil
The resurrection – 21 days of toil • Rewinding, refurbishment of over 1600 electric motors – from 5 HO to > 100 HP, which were under water achieved in record time. • The Transformer, MCC panels, heavy duty circuit breakers – all damaged by floods had to be repaired. • A dozen of Diesel Generating se
Slide 21: September record sales, Privi back on track
12,401 Monthly Revenue, Rs. lakhs 11,614 11,286 September 10,299 10,235 2021 – record sales, Privi back on track… 7,350 Apr May Jun Jul Aug Sep 21 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 22: What defines Privi…
What defines Privi… 22 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 23: Our Core Values & Beliefs
Our Core Values & Beliefs Sense of Create long urgency term value Gain and Becoming sustain globally market competitive share Attain global scale of operation 23 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 24: Past 10 years: Relentless Growth, unrelenting profitability
Past 10 years: Relentless Growth, unrelenting profitability CST processing phase 10 years of Growth • 14.% CAGR in Revenue - 3x • 20% CAGR IN EBIDTA - 5x • 27% CAGR IN Net Income - 9x • Role of growth in EBIDTA after CST facility is pronounced 24 01-11-2021 Prosperity with Orderliness Zero Liquid Di
Slide 25: Products with Dominant Global market position
Privi’s Products with Dominant Global market position in at least 10 products Integrated value • Dihydromyrcenol chain in • Amber Fleur Pinene • Pine Oil products • Terpineol • Iso Bornyl Acetate Market share • PTBCHA > 20% Dominant • OTBCHA products constitute • Sandal Products over 80% of • Terpin
Slide 26: Protecting EBIDTA margins – Medium term strategy
Protecting EBIDTA margins – Medium term strategy With organisational fixed cost Larger maturing, additional revenues and Operating gross margins add to EBIDTA Volumes Δ-3-Carene, Isolation of 1,4 & 1,8 Cineol, CST & other Menthol, by-products Eucalyptol oils, Limonene, Terpinolene Other Essential Oi
Slide 27: Waste to wealth Story
Waste to wealth Story From side streams to a Value added products Terpinolene TERPINENE-4-OL 1,4 Cineol Dipentene First time in the world (by-product) 1, 8 Cineol Propriety Technology Limonene 95 Propriety Feed Stocks - byproducts 27 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 28: Privi – Journey ahead
Privi – Journey ahead 28 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 29: Privi's Projects at Advanced Stage
Privi’s Projects at Advanced Stage • IBCH – Iso Borneol Cyclo-Hexanol Launched • Prionyl (green process) Recently Launched • Galaxmusk Pre-commissioning trials • Camphor Water trials • Benzyl Salicylate Under implementation 29 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 30: Projects Implemented
Projects Implemented • IBCH (Iso Bornyl Cyclo-Hexanol) • In-house availability of Camphene • Proprietary Hydrogenator design • Proprietary resin-based reaction – ecofriendly 30 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 31: Projects at Advanced stage of commissioning
Projects at Advanced stage of commissioning • PRIONYL • Green Process – 1ST in the world • Proprietary Technology • Innovative Separation technology 31 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 32: Projects at advanced stage of completion: Galaxmusk
Projects at advanced stage of completion • GALAXMUSK • Fully integrated continuous automated process plant • Facility to handle Aluminum Chloride (First time in the World) • Project at an advanced stage of implementation 01-11-2021 32 Prosperity with Orderliness Zero Liquid Discharge
Slide 33: Projects at advanced stage of completion: Camphor
Projects at advanced stage of completion • CAMPHOR Vertical • Fully integrated with inhouse Feedstock Camphene Iso Bornyl Acetate Iso Borneol Camphor - Pharmaceutical grade – Plant designed to meet standards of USFDA 33 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 34: Projects under Implementation
Projects under Implementation • BENZYL SALICYLATE • An essential ingredient in any fragrance • High volume product 34 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 35: Our Dream Project
Our Dream Project Bio renewable laevo Menthol Equivalent to natural Menthol 7 years of efforts 35 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 36: Green, renewable laevo Menthol
Green, renewable laevo Menthol • By-products generated during processing will be converted to laevo- Menthol through complex reactions and difficult separations • The l-Menthol will be equivalent to the menthol available naturally. • The overall market for menthol is over 70,000 MT nearly USD 1 bill
Slide 37: Success is a journey, not a destination
Success is a journey, not a destination Mahesh Babani, Chairman and Managing Director Privi Speciality Chemicals Limited 37 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 38: Join us in this Journey of growth
Join us in this Journey of growth to be numero uno in aroma chemicals.. 38 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
Slide 39: Thank You
THANK YOU 39 01-11-2021 Prosperity with Orderliness Zero Liquid Discharge
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