Emmbi Industries Limited · NSE:EMMBI
Emmbi Industries — Q2 FY22 Earnings Presentation
21 slides from Emmbi Industries's earnings presentation, Nov 1, 2021
Slide 1: Emmbi Industries Limited Q2 FY22 Investor Presentation
Emmbi Industries Limited Q2 FY 22, Investor Presentation
Slide 2: 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 3: 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 4: Emmbi's verticals, redefined
Emmbi’s verticals, redefined 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: Q2 FY22 – Financial Highlights: Emmbi's Largest Quarter Ever (Again)
Q2 FY22 – Financial Highlights Emmbi’s Largest Quarter Ever (Again)
Slide 12: Q2-21 vs. Q2-22
Q2-21 vs. Q2-22 Revenue grows by 96.66%, PAT and EPS up by 308.30% (₹ Millions) Q2 Q2 % Growth FY 21 FY 22 Y-o-Y Revenues 671.91 1321.35 96.66 EBIDTA 62.83 125.35 99.50 PAT 12.02 49.08 308.30 EPS 0.68 2.77 308.30
Slide 13: H1-21 vs. H1-22
H1-21 vs. H1-22 Revenue grows by 104.10%, PAT and EPS up by 315.06% (₹ Millions) H1 FY 21 H1 FY 22 % Growth Revenues 1246.77 2544.63 104.10 EBIDTA 122.12 235.48 92.83 PAT 22.60 93.81 315.06 EPS 1.28 5.30 315.06
Slide 14: Vertical-wise Breakdown
Vertical-wise Breakdown Avana Consumer Avana Consumer Durables Goods B2B Domestic B2B International
Slide 15: Q2 Highlights
Q2 Highlights • To enhance the brand visibility in rural areas Avana has tied-up with various local Krushi Seva Kendras and Agri-hardware shops • Avana has tied-up with 500+ such retail shops across Maharashtra • The goal for FY22 is to target 2000 Agri-retail shops
Slide 16: Avana brands 500 Retail Stores!
Avana brands 500 Retail Stores! Satara Solapur Ahmednagar Nashik Pune
Slide 17: Social Media Influencer Marketing
Social Media Influencer Marketing Link for Avana Youtube Influencer Collaboration • https://youtu.be/BKmry1ZLvt0 Avana Tank • https://youtu.be/AC_KbmkRqME Avana Kapila Murghas Bag • https://youtu.be/yrBa9pTNoro Avana Kapila Murghas Bag Link for Television Adverstisements on Youtube for Avana Kapila
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 higher 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 (GTM) Strategies Cross-Selling / Up-Selling Products
Slide 21: Thank You
Thank ThankYou You For more information, For morecontact please information, Emmbi please contact Investor Emmbi Services at Investor Services at info@emmbi.com info@emmbi.com