Pearl Global Industries Limited · NSE:PGIL
Pearl Global Industries — Investor Presentation (February 2024)
25 slides from Pearl Global Industries's investor presentation, Feb 26, 2024
Slide 1: Investor & Analyst Meet 2024 Presentation cover letter
PEARL GLOBAL ~ Exceed ing Expectations ... Always PGIL/SE/2023-24/ 104 Date: February 26, 2024 THE GENERAL MANAGER, THE GENERAL MANAGER, DEPARTMENT OF CORPORATE SERVICES -CRD LISTING DEPARTMENT BSELIMITED NATIONAL STOCK EXCHANGE OF IN] 1ST FLOOR, NEW TRADING RING "EXCHANGE PLAZA", PLOT NO. C- 1, ROT
Slide 2: Pearl Global Industries Limited Bangladesh: RMG Industry
PEARL GLOBAL INDUSTRIES LIMITED BANGLADESH BANGLADESH RMG INDUSTRY Apparel manufacturing powerhouse of South Asia
Slide 3: Bangladesh - Country Overview
1. BANGLADESH- COUNTRY OVERVIEW The industry The industry employs The 2nd largest Population: contributes 65% in around 4.5 million exporter of 174 Mn. the total industrial people and 80% of garments in the Area: development them are women world. 147,570 Sq. Kms GDP: Financial Year Total Export RMG
Slide 4: Bangladesh Annual Export FY23 - Sectorwise
2. BANGLADESH ANNUAL EXPORT-FY 23-SECTORWISE %age of Total Export 85% 2% 2% 2% 2% 1% 1%
Slide 5: Bangladesh RMG Exports - Product Wise
3. BANGLADESH RMG EXPORTS- PRODUCT WISE Name of Item 2021-22 %age 2022-23 %age Trousers $ 14,508 34% $ 14,953 32% T-Shirts & Knitted $ 9,858 23% $ 10,863 23% shirts Denim And Other $ 7,498 18% $ 9,214 20% Sweaters $ 5,640 13% $ 5,942 13% Shirts & Blouses $ 2,766 6% $ 3,650 8% Underwear $ 2,344 5% $
Slide 6: Bangladesh RMG Exports - More Analysis
4. BANGLADESH RMG EXPORTS- MORE ANALYSIS
Slide 7: Bangladesh RMG Industry: SWOT Analysis
5. Bangladesh RMG Industry: SWOT Analysis Strengths: 1. Cost Competitive Labour cost advantage compared competing RMG Manufacturing Export Countries. 2. Industry Experience: The country has a well-established and experienced workforce in the garment industry. 3. Trade Agreements: Bangladesh benefits
Slide 8: Bangladesh RMG Industry: SWOT Analysis, continued
Bangladesh RMG Industry: SWOT Analysis. continued Opportunities: 1. Diversification: The industry can explore product diversification to meet the evolving demands of the global market. 2. Technological Integration: Adopting advanced technologies can enhance efficiency and productivity. 3. E-commerce
Slide 9: Bangladesh RMG Industry: Outlook
6. Bangladesh RMG Industry: Outlook Mid-term Outlook: - it is expected that Bangladesh apparel export to grow at 5.3% CAGR and reach USD 56 Bn by 2026E - With dominance in cotton-based apparel, Bangladesh is increasingly focusing on Man made fiber to ride on a stronger global growth outlook - Migrat
Slide 10: Bangladesh: A Graduating LDC
7. Bangladesh: A graduating LDC (Least Developed Country) As per the decision of the UN General Assembly held in November 2021, Bangladesh is set to graduate out of the group of least developed countries (LDCs) on November 24, 2026, about 50 years after it first became a member of this cohort of dev
Slide 11: Pearl Global Industries Limited, Bangladesh
PEARL GLOBAL INDUSTRIES LIMITED, BANGLADESH
Slide 12: PGIL-Bangladesh Milestones
1. PGIL-Bangladesh-Milestones • NORP KNIT UNIT-1 • DRY & WET PROCESSING • Started - 2004 • Started – 2014 • Capacity 575,000 pcs/ month - 550 machine. • 2022/23 TECHNOLOGY, Capacity & sustainability Upgrade • Capacity Existing: Denim 14,000, Non-Denim 40,000 Upgraded : Denim 27,000 , Non-Denim 40,00
Slide 13: Sustainability & Product Certifications
2. PGIL-Bangladesh- Achievements in FY 2023-24…continued #Sustianability & Product Certifications
Slide 14: Thanks
PEARL GLOBAL THANKS
Slide 15: PVN Overview
PVN Overview PEARL GLOBAL Exceeding Expectations...Always
Slide 16: Top Garment Exporters in 2022
Top 10 Garment Exporters in 2022 (Unit: USD billion)
Slide 17: Market Share of Garment Exporters in 2022
Market Share of Garment Exporters in 2022
Slide 18: Vietnam's Garment & Textile Export Turnover Over The Years
Vietnam’s Garment & Textile Export Turnover Over The Years (Unit: USD million)
Slide 19: Estimated Share of Garment & Fabric Exports of Vietnam in 2023
Estimated Share of Garment & Fabric Exports of Vietnam in 2023
Slide 20: Vietnam's Estimated Export Turnover to Major Markets in 2023
Vietnam’s Estimated Garment & Textile Export Turnover to Major Markets in 2023
Slide 21: Competitiveness Assessment Framework in Textile & Garment Exporting Countries
Competitiveness Assessment Framework in Some Textile & Garment Exporting Countries Criteria/Country Bangladesh Cambodia Laos Nepal China Vietnam Production quality 3.5 3.5 3.5 2 4.5 4.5 Ability to create value-added 3 3 2.5 2 4.5 4 products Vertical integration/ Access to raw 2 2 2.5 3 5 3 materials
Slide 22: Opportunities in Vietnam
Opportunities in Vietnam • The market is showing signs of recovery. It is expected that the export turnover in 2024 will reach USD 44 billion. • Free trade agreements allow Vietnam to be one of the biggest garment exporters in the world. • The government of Vietnam and Vietnam Textile & Apparel Asso
Slide 23: Challenges Faced in Vietnam
Challenges Faced in Vietnam • "Sustainable fashion" as a replacement of "fast fashion“. Sustainability is becoming more critical for businesses to remain competitive as the industry is shifting to green production. • Application of EPR (extended producer responsibility) and CBAM (carbon border adjus
Slide 24: Macro factors favoring Vietnam
Macro factors favoring Vietnam • Support from the government of Vietnam: • Lending interest rates have lowered significantly, leading to lower loan costs for businesses. • The Government's current support policies available to business may be extended in 2024. • The strategy for developing Vietnam's
Slide 25: Way Ahead
Way Ahead • Investment in sustainable development. Search and apply new eco-friendly technologies, recycled materials and raw materials. • Diversify source of raw material supply. • Apply technology in production to reduce costs, improve productivity and shorten delivery time.
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