Emmbi Industries Limited · NSE:EMMBI
Emmbi Industries — Investor Presentation (February 2017)
38 slides from Emmbi Industries's investor presentation, February 2017
Slide 1: Prosperity, All Around
Prosperity, All Around Emmbi Industries Limited Investor Presentation Q3, FY 2016-2017
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: Contents
Contents 1. Specialty Polymer Processing – an industry of the future 2. Emmbi’s Growth Mantra: Innovation, Need Identification & New Product Launch 3. Retail Readiness with “Dr.M” 4. Emmbi’s Products and Services 5. A Performance Update 6. Looking Ahead
Slide 4: Specialty Polymers – An industry of the future
1. Specialty Polymers – An industry of the future
Slide 5: Exponential Growth, Globally
Exponential Growth, Globally A NEW AGE MATERIAL The completely man-made nature of polymers makes innovation and creation of new materials virtually limitless. Production of Polymers (million TPA) 540 NEW APPLICATIONS Advances in material technology are creating new applications for polymers, 365 fur
Slide 6: New Horizons for Polymer Products General Applications
New Horizons for Polymer Products General Applications POLYMERS ARE REPLACING OTHER MATERIALS IN A NUMBER OF APPLICATIONS CONVENTIONAL APPLICATION MODERN APPLICATION (NON POLYMER BASED ) (POLYMER BASED ) Jute Bags PP Bags Glass Bottles PET Bottles Glass Microwave Utensils Plastic Microwa
Slide 7: New Horizons for Polymer Products Emmbi Specific Applications
New Horizons for Polymer Products Emmbi Specific Applications MODERN APPLICATION (POLYMER BASED ) CONVENTIONAL APPLICATION 1. PP Bags (NON POLYMER BASED ) 1. Jute Bags 2. Woven Polymer Canal Liners 2. Concrete Canal Liners 3. Woven Polymer Flexi Tank 3. Concrete / Metal Water 4. Woven PP Water Sludg
Slide 8: More Headroom, in India
More Headroom, in India INDIA LAGS THE WORLD IN POLYMER CONSUMPTION 109 India’s consumption of polymers is still a third of the global average. Per Capita Consumption of Polymers (Kgs.) URBANIZATION TO DRIVE CONSUMPTION 45 As the country urbanizes and grows economically, we see a significant uptick
Slide 9: Our Growth Mantra
2. Our Growth Mantra Innovation and need identification
Slide 10: Our philosophy
Our philosophy At Emmbi, what drives us is a desire to brighten our world in every way – for our employees, our customers, investors and our communities. Our philosophy is embedded in our corporate symbol, that we call “The Whizz” Blue The colour of loyalty and stability. At Emmbi, this also represe
Slide 11: Leading the change
Leading the change • Focus on R&D A separate R&D Center with a dedicated 34-member team gives innovation and new product development the focus that it deserves • Multicultural Presence Our global footprint and open culture fosters active sharing and cross-pollination of ideas • Development Pipeline
Slide 12: jets
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Slide 13: Q3 FY-17: Highlights
Q3 FY-17: Highlights Focus on water conservation continues In Q3, our focus on water conservation sharpened even more. We feel pride in the fact that our products helped create a “man made” storage for 42.11 crore liters of water in the states of Maharashtra and Rajasthan!
Slide 14: Converting Desserts into Fertile lands: Manmade Ponds, Future for Humanity
Converting Desserts into Fertile lands: Manmade Ponds, Future for Humanity
Slide 15: Nothing is Wider Than This
Nothing is Wider Than This The Launch of Worlds Widest Width Pond Liner Emmbi Jalasanchay Had Launched Worlds Widest Width (13.5 Ft.) Pond Liner at KISAN 2016 – Asia’s Biggest Agricultural Exhibition. It was proud moment for all of us.
Slide 16: Dedicated Facility for Jalasanchay Pond Liners
Q3 FY-17: Dedicated Facility for “Jalasanchay” Pond Liners for 3600 MT annual Capacity Going On stream on 28th March 2017 on an auspicious day of Gudhi Padawa Date: 09/02/2017 Newly Acquired building under modification - Project for “Water Conservation & Agro-polymer Division”. New machineries have
Slide 17: Q3 FY-17: Highlights Infrastructural progress
Q3 FY-17: Highlights Infrastructural progress Date: 09/11/2016 Date: 09/02/2017 New Factory building under construction – RCC The Building is complete with Walls and internal Plaster, construction was complete by October End. Installation of AHU & Air Conditioning is under progress.
Slide 18: Prosperity for All: Dr.M, Emmbi's advisor for the Farmers
Prosperity for All “Dr.M”: Emmbi’s advisor for the Farmers
Slide 19: Retail: A New Mantra for the Sustainable Growth
“Retail”: A New Mantra for the Sustainable Growth
Slide 20: Retail: A New Mantra for the Sustainable Growth
“Retail”: A New Mantra for the Sustainable Growth 1. Our focus on R&D, multi-cultural presence, development pipeline and proactive innovation keep us ahead of the competition in an otherwise undifferentiated market. 2. We have launched a “Mascot” called “Dr.M” who will advise farmers and rural custo
Slide 21: Introduction of Dr.M: Specialist for Prosperity
Introduction of “Dr.M” : Specialist for Prosperity “Dr.M” comes from a farming background and he has probably gone ahead and got a good education, perhaps a degree in farming technology and an MBA. He was part of Emmbi Innovation Lab. an R&D arm of Emmbi Industries Limited. “Dr.M” has been entrusted
Slide 22: KISAN 2016 exhibition at Pune
KISAN 2016 exhibition at Pune We continued with our efforts to transform into a B2C company from a predominantly B2B play. Our products were received positively at the recently concluded exhibition.
Slide 23: Tremendous response from KISAN visitors
We have received tremendous response from KISAN visitors and they were curious to know about our latest products and appreciated for our wide width pond liner and flexi-tank.
Slide 24: Integrated, industry-leading products and services
4. Integrated, industry-leading products and services What we make, and where it is applied
Slide 25: Our business
Our business MIDDLE EAST 6% EUROPE 31% THE UK 12% Water Conservation 16% Agri Products AFRICA 3% Specialty Export Packaging Domestic 5% 36% 48% 52% Advance OCEANIA Composites 13% 45% AMERICAS 33% BUSINESS SPLIT AS OF 30th Sept 2016 EXPORT :GEOGRAPHIC SPREAD BUSINESS BY PRODUCT VERTICALS
Slide 26: Water Conservation (1/2)
Water Conservation (1/2) Canal Liners , Pond Liners , Check Dams , Flexi Tank STRONG PRODUCT SUITE Water Conservation 16% Canal Liner Check Dam Pond Liner Collapsible Pipe
Slide 27: Water Conservation (2/2)
Water Conservation (2/2) Water Conservation – Canal Liners , Pond Liners , Check Dams , Flexi Tank STRONG PRODUCT SUITE Water Conservation 16% Canal Liner 1000 Ltr Flexi Tank 500 Liter Standing Tank Open Flexi Tank
Slide 28: Advanced Composites
Advanced Composites UN FIBCs, Anti Carcinogenic Packaging , Anti-Corrosive VCI Material, Water Sludge STRONG PRODUCT SUITE Separator, Fall Arrest, Geo Cell. Nuclear Power Plant Waste Disposal UN Certified FIBC Application of UN Certified FIBC Advance Composites 45% Anti Carcinogenic Application of A
Slide 29: Advanced Composites
Advanced Composites UN FIBCs, Anti Carcinogenic Packaging , Anti-Corrosive VCI Material, Water Sludge STRONG PRODUCT SUITE Separator, Fall Arrest, Geo Cell. Nuclear Power Plant Waste Disposal Anti-Corrosive VCI Application for Anti-Corrosive VCI Nuclear Power Plant Material Material Waste Disposal A
Slide 30: Specialty Packaging
Specialty Packaging General Purpose FIBC, Baffle Bag, and FIBC of Different Shape Container Liner, PWS STRONG PRODUCT SUITE & Films Specialty Packaging 36% Construction FIBC Application for Construction FIBC Paper Substitute Bag Packaging Barrier Films
Slide 31: Specialty Packaging
Specialty Packaging General Purpose FIBC, Baffle Bag, and FIBC of Different Shape Container Liner, PWS STRONG PRODUCT SUITE & Films Specialty Packaging 36% “Form Stable” Conductive Application for Form Stable Conductive Liquid & Solid Container Liner Application for Liquid & Solid Container Liner
Slide 32: Agro-Polymer
Agro-Polymer Crop Covers, Silage Incubator , Mulch Films, Shade Nets STRONG PRODUCT SUITE Agri Products 3% Mulch Film Shade Net Silage Incubator Crop Cover
Slide 33: Financial Update
5. Financial Update A summary of our performance
Slide 34: Sustained Growth
Sustained Growth Since its inception, Emmbi has shown YTD Dec' (₹ Millions) 2012 2013 2014 2015 2016 2016 consistent growth in all financial Revenues 1049.44 1474.72 1680.32 1929.1 2176.66 1,741.86 parameters. EBIDTA 99.47 126.09 154.17 202.26 269.64 209.55 YTD Dec' Increase In % 2012 2013 2014 2015
Slide 35: Revenue breakdown
Revenue breakdown 55.00 % 47.75% 45.00 % 42.95 % 43.00 % 40.50 % Speciality Packaging 38.50% 35.50 % 35.50 % 34.00 % Advance Composite 32.00.% 30.00% Water Conservation 22.50 % Agri Products 20.00 % 17.00 % 15.75 % 14.50 % 9.50 % 7.00 % 5.00 % 4.00 % 2.25 % 2.80 % 0.00 % 2014 2015 2016 2017 2018 201
Slide 36: Growth drivers for the next four years
6. Growth drivers for the next four years
Slide 37: Avenues for Growth
Avenues for Growth Advance Composites 1. Food & Pharma Bulk Packaging Food-grade FIBCs 2. Pneumatic Human Safety Fall Arrest Systems & Dunnage systems 3. E-commerce Tamper Evident Multi trip packaging 4. Infrastructure Road & Roofing Underlayment, Fire Retardant Scaffolding Water Conservation 1. Ret
Slide 38: Thank you
Thank you Emmbi Investor Services: info@emmbi.com
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