Emmbi Industries Limited · NSE:EMMBI
Emmbi Industries — FY2022 Earnings Presentation
20 slides from Emmbi Industries's earnings presentation, May 16, 2022
Slide 1: Stock exchange cover letter for investor presentation
d" I INDUSTRIES L M TE D Date: l6s May,2022 To, To, Dept. of Corporate Services, The Listing Departrnent, BSE Limited National Stock Exchange of India Limited, Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex, Dalal Steet, Mumbai - 400 001 Bandra @ast), Mumbai 400051 BSE Scrip Code: 5
Slide 2: Emmbi Industries Limited FY22 Investor Presentation
Emmbi Industries Limited FY 22, Investor Presentation
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: Emmbi's Verticals
Emmbi’s Verticals Emmbi B2B Avana - B2C Domestic Business International Business Avana Avana Consumer Consumer Durables Goods
Slide 5: International Business
International Business • Major Products: Industrial Packaging, Advanced Composites, Container Liners • Major Sectors: Pharmaceuticals, FMCG, Chemicals, Food, Construction, Automobiles • Major Geographical Markets: 66+ Countries worldwide
Slide 6: 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 7: 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 8: 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 9: Financial Highlights
Financial Highlights
Slide 10: 2022: The Bounce Back
2022: The Bounce Back Increased Strong Export order Agricultural retail US/Europe production book restrictions removed Economic Growth efficiency
Slide 11: FY22 – Financial Highlights
FY22:°- Financial Highlights
Slide 12: FY21 vs. FY22
FY21 vs. FY22 Revenues up by 59.6%; PAT up by 148% (₹ Millions) FYE2021 FYE2022 Q4 2021 Q4 2022 Revenues 3,198.39 5,103.69 1,088.16 1,277.34 EBIDTA 286.43 492.08 88.21 128.33 PAT 76.74 190.33 30.63 45.92 EPS 4.34 10.76 1.73 2.60 BV 76.40 86.71 NA NA Working Cap Days 149 96 NA NA
Slide 13: Vertical-wise Breakdown
Vertical-wise Breakdown Avana Consumer Avana Consumer Durables Goods B2B Domestic B2B International Figures as on 31.03.2022
Slide 14: Growth Composition
Growth Composition Division Growth% B2B International 73.24% B2B Domestic 43.11% Avana Consumer Durables 20.77% Avana Consumer Goods 560.00% Total 59.57% Figures as on 31.03.2022
Slide 15: Q4 Highlights
Q4 Highlights • To cater to the UK’s new plastic packaging tax, Emmbi launched the Reclaim30 range in Q3 • In Q4, Emmbi commercially billed $1 Million+ in this product line • Emmbi on path to become zero-waste company by FY23 • Net wastage reduced by 50% (during Q4) • Avana Mulch Film launched succe
Slide 16: Launching Emmbi Reclaim30
Launching Emmbi Reclaim30 • Reclaim30 is Emmbi’s range of sustainable plastic packaging, which uses 30%+ recycled polypropylene • Emmbi is positioning itself as the one-stop-shop for such sustainable packaging products by combing superior quality with a strong understanding of laws & paperwork • The
Slide 17: Long-Term Growth Drivers
Growth Drivers Long-Term Growth Drivers
Slide 18: Growth Drivers: Emmbi
Growth Drivers: Emmbi Packaging growth is directly correlated to GDP growth Debottlenecking manufacturing facility created ability to produce higher quantities, with higher margins Focus on sustainable industrial packaging, registering the Emmbi ReClaim trademark New range of barrier packaging, high
Slide 19: 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 (GTM) Strategies Cross-Selling / Up-Selling Products
Slide 20: Thank You
Thank You For more information, please contact Emmbi Investor Services at info@emmbi.com Thank You For more information, please contact Emmbi Investor Services at info@emmbi.com