Emmbi Industries Limited · NSE:EMMBI
Emmbi Industries — Q1 FY22 Earnings Presentation
21 slides from Emmbi Industries's earnings presentation, Aug 12, 2021
Slide 1: Cover letter to stock exchanges: Investor Presentation
emmbi'" INDUSTRIES LIMITED Date: l2h Augu st,2O2l To, To, Dept. of Corporate Services, The Listing Department, BSE Limited, National stock Exchange of India Limited, Phiroze Jeejeebhoy Towers, Exchange Pla za, Bandra Kurla Complex, Dalal Street, Mumbai - 400 001 Bandra (East), Irzlumbai 40005 I BSE
Slide 2: Emmbi Industries Limited Q1 FY 22 Investor Presentation
Emmbi Industries Limited Q1 FY 22, Investor Presentation
Slide 3: Charles Darwin quote
“It is not the strongest of the species that survive, nor the most intelligent, but the one most responsive to change.” - Charles Darwin
Slide 4: 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 5: Redefining Product Verticals
Redefining Product Verticals Higher transparency and Better representation of clarity for shareholders business and other external stakeholders Redefining business priorities to cope with Focus on sales and contingencies such as distribution COVID
Slide 6: Emmbi's verticals, redefined
Emmbi’s verticals, redefined Emmbi B2B Avana - B2C Domestic Business International Business Avana Avana Consumer Consumer Durables Goods
Slide 7: International Business
International Business • Major Products: Industrial Packaging, Container Liners, Advanced Composites • Major Sectors: Pharmaceuticals, FMCG, Chemicals, Food, Construction, Automobiles • Major Geographical Markets: 66 Countries worldwide
Slide 8: 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, Dadra and Nagar Haveli and Daman and Diu
Slide 9: 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 10: 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 11: Financial Highlights
Financial Highlights
Slide 12: 2022: The Bounce Back
2022: The Bounce Back Increased Strong export order Agricultural retail US/Europe production book restrictions removed Economic Growth efficiency
Slide 13: Emmbi's Largest Quarter Ever
Q1 FY22 Emmbi’s Largest Quarter Ever
Slide 14: Financial Highlights (FY 21 vs. FY 22)
Financial Highlights (FY 21 vs. FY 22) Revenue grows by 112.79%, PAT and EPS up by 322.74% (₹ Millions) Q1 FY 21 Q1 FY 22 % Growth (Covid) (Current) Revenues 574.87 1,223.28 112.79 EBIDTA 59.28 111.22 87.62 PAT 10.58 44.73 322.74 EPS 0.60 2.53 322.74
Slide 15: Financial Highlights (FY 20 vs. FY 22)
Financial Highlights (FY 20 vs. FY 22) Revenue grows by 66.43%, PAT and EPS up by 30.23% (₹ Millions) Q1 FY 20 Q2 FY 22 % Growth (Pre-Covid) (Current) Revenues 734.99 1,223.28 66.43 EBIDTA 92.50 111.22 20.24 PAT 34.35 44.73 30.23 EPS 1.94 2.53 30.23
Slide 16: Vertical-wise Breakdown
Vertical-wise Breakdown Vertical-wise Revenues B2B Domestic B2B International Avana Consumer Durables Avana Consumer Goods
Slide 17: Q1 Highlights
Q1 Highlights • Largest quarter in Emmbi‟s history, by Revenue • 46% EPS Growth from Q4 FY21 to Q1 FY22 • Avana‟s New Consumer Goods Business set to achieve the annual Rs. 100 Mn Target
Slide 18: Long-Term Growth Drivers
Growth Drivers Long-Term Growth Drivers
Slide 19: Growth Drivers: Emmbi
Growth Drivers: Emmbi Packaging growth is directly correlated to GDP growth Debottlenecking manufacturing facility created ability to produce higher quantities, with better margins Focus on sustainable industrial packaging, registering the Emmbi ReClaim trademark New range of barrier packaging, high
Slide 20: 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 Strategies Cross-Selling / Up-Selling Products
Slide 21: Thank You
Thank You For more information, please contact Emmbi Investor Services at info@emmbi.com