Gmm Pfaudler Limited · NSE:GMMPFAUDLR
Gmm Pfaudler — Investor Day (September 2022)
39 slides from Gmm Pfaudler's investor day presentation, September 2022
Slide 1: Analyst & Investor Day September 2022
GMM — nes Pfaudler u _= Analyst & mS or Day y ih September 2022 Moving Forward with Purpose
Slide 2: Disclaimer
== Disclaimer “This presentation has been prepared by GMM Pfaudler Limited (the *Company’) and forms a part of its intellectual property which is solely for the purposes of your general information and shall not be taken away, distributed, reproduced, or redistributed or passed on, directly or indir
Slide 3: Today's Presenters and Agenda
— Today's Presenters Agenda GMM Pfaudler - Today and Tomorrow Tarak Patel Our Markets and Platforms Thomas Kehl, Aseem Joshi, Vincent Leroux = ; Innovation and M&A Tarak Patel Thomas Kehl Aseem Joshi Thomas Kehl, Aseem Joshi Managing Director CEO, International CEO, India Business Business Financial
Slide 4: Company Overview
Company Overview GMM Pfaudler
Slide 5: History
== History Gujarat Machinery Manufacturers (GMM) established and listed on the Bombay Stock Exchange (BSE) LJ 1987 Pfaudler acquires 40% stake in GMM Pfaudler increases stake in GMM to DBAG acquires Pfaudler 51%. Company renamed as GMM Pfaudler Ltd Cee 2014 1999 5 GMM Pfaudler
Slide 6: The Transformation
=—= The Transformation 2,541 = 2541 crores Revenue Wi pri 8x | Standalone* Growth 1001 591 || 411 508 378 = a i FY16 FY17 FY18 FY19 FY20 FY21 FY22 GMM post in tercompany eliminations Pfaudler
Slide 7: Mergers & Acquisitions
Mergers & Acquisitions 7 Bolt-On Pfaudler Acquisitions International since 2016 GMM — c Pfa udier
Slide 8: Today
== Today 1800+ 15 / 100+ Employees Manufacturing Complementary Countries Facilities brands PFAUDLER NORMAG MAVAG MIXION INTERSEAL EQUILLOY EDLON "= Glass-Lined Technology = Lab & Process Glass = Filtration & Drying = Mixing Technology = Sealing Technology = Alloy Process Equipment = Fluoropolymers 5
Slide 9: Global Leader
== Global Leader Leven UK(®) SvODnELEE! Bolton A®, GERMANY —Hofheim-wallau fe) SWITZERLAND USA (e \°/ Rochester ITALY (°) Avondale CHINA Americus INDIA Karamsad \® Hyderabad Ahmedabad Vv BRAZIL Global Reach Local Presence Integrated Organization (*) Manufacturing Facilities GMM Pfaudler
Slide 10: Germany
GERMANY = = 1c) Pfaudler
Slide 11: Si.SSmim,
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Slide 12: Pfaudler
Pfaudler j =e : 3 1e)
Slide 13: Environmental Social Governance
=—= Environmental Social Governance GMM Pfaudler 3 year Roadmap Foundation Governance Environment Protection Healthcare Regular Monitoring and Review Responsible Business Education Conduct Transparency and Reporting Social Stewardship Environment Sustainability Reporting « GMM ~ Pfaudler
Slide 14: Building on Our Strengths
— Building on Our Strengths — Global — Execution Leadership Credibility — Management — Integration Experience Capabilities GMM Pfaudler
Slide 15: Vision: Revenue, EBITDA, ROCE
eI: Revenue Vision = 5/00 Crores EBITDA POPS = 650 Crores ROCE 20% GMM Pfaudler
Slide 16: Our Markets & Platforms
Our Markets & Platforms
Slide 17: Platforms
Platforms 40% Technologies 2 Glass-Lined #1 Leadership Systems Process Know-How Services ee << Installed Base GMM — Ce Pfaudler
Slide 18: End-to-End Solutions for the Global Process Industry
18 Click below to see a video depicting our End-to-End Solutions for the Global Process Industry GMM Pfaudler
Slide 19: Market Leader with Positive Industry Outlook
Market Leader with Positive Industry Outlook %2 China+1 strategy Demographics 2541 Americas 2' 28% PHARMA (32%?) 1600 APAC Policy support / government incentives 33% 1 * Reshoring from China to US & Europe 800 |] OTHERS (7%?) Oil & Gas, Metals & Minerals, Paints and others that benefit from our Mixi
Slide 20: _ . - GMM — _
_ . - GMM — 20 _ Pfaudler
Slide 21: Glass-Lined
Glass-Lined Leadership ‘| 40% ~ 4000 Market Share EUs/Year Increase Profitability . Operational Value through ———__—s« Excellence Sourcing Example: Example: China & Germany facilities Stock & Sale GMM Pfaudler
Slide 22: GMM — _
GMM — 22 _ Pfaudler
Slide 23: Non Glass-Lined
Non Glass-Lined Complementary 6 Diversified Branded Product Lines Portfolio Grow Revenue Example: Example: API Production Plant in Belgium WFE China GMM — Pfaudler
Slide 24: S ———— MM —
S ———— MM — Pfaudler
Slide 25: Systems
Systems Process Know-How 50+ Dedicated Process Engineers ~. $1-10 mn 3 Test Centers Order Size Grow Revenue Turnkey New through —_———_ Solutions Applications Example: Example: Multipurpose Factory-US FGD* Acid Recovery
Slide 26: Services
a @f ZA SERVICES 7 ee noe GMM Our Service Pfaudler 5 Your Solution GMM 26 Pfaudler
Slide 27: Services
Services Installed Base Drive Profitability through ~| 50,000+ GL Installed Base 100+ Service Engineers Local Presence Example: JDS Manufacturing Improved Customer Experience Example: Service Apo
Slide 28: Our Strategy
=— Our Strategy Glass-Lined Non Glass-Lined Systems Services 2 3 7 Process Leadership Complementary Know-How | Increase Profitability _ Operational * Local Excellence Solutions Presence * Value New * Improved Sourcing Industries Applications Customer Experience 28 GMM oO Pfaudler
Slide 29: Innovation & M&A
29 Innovation & M&A GMM Pfaudler
Slide 30: Innovations
== Innovations Glass-Lined Non Glass-Lined Systems Services Technology Technology Green ace5000™ Technologies SmartGlass Fermentation Pfaudler
Slide 31: Mergers & Acquisitions
== Mergers & Acquisitions 2017 Interseal Sealing Technology 2018 Normag Lab & Process Glass 2019 Industrial Mixing Solutions Division Mixing Technology 2020 DeDietrich Process Systems India Glass-Lined Equipment 2021 HDO Technologies Alloy Process Equipment 2022 Hydro Air Research Italia Membrane Te
Slide 32: Financial Performance
32 miatelarecel ts GMM Pfaudler
Slide 33: Financial Performance
=—= Financial Performance Revenue (2 crores) EBITDA** (2 crores) Growth Growth 309 35 FY16 FY22 FY16 FY22 || PFI | Standalone* GMM Pfaudler
Slide 34: Financial Performance
=—= Financial Performance EPS** (2) 30 ROCE* (%) Net Debt : EBITDA* (times) 6x aia 12 18% 11 - Growth 0.5 Zero 5 Debt I . FY16 FY22 FY16 FY22 Until FY FY 21 FY 22 Sep 22 20 Proforma GMM Pfaudler
Slide 35: FY25 Guidance
FY25 Guidance Revenue (2 crores) EBITDA* (2 crores) ROCE* (%) 3,700 630 CAGR CAGR 2,541 25% 330 22% FY22 FY25 FY22 FY25 FY 22 FY 25 GMM — Ce Pfaudler
Slide 36: Proven Track, Technology Leadership, Clear Strategy
Proven _ Technology... Clear= Track Leadership Strategy Continue to deliver on Innovation focused with Continue to leverage what was promised echnology global reach and iow-how™ complementary product SN portfolio 36
Slide 37: Moving Forward with Purpose
GMM LS Pfaudler Moving Forward | with Purpose
Slide 38: Thank You
GMM Le Pfaudler J Thank You Investor Relations Contact Priyanka Daga GMM Pfaudler Ltd T: +91 22 6650 3900 E: investorrelations@gmmpfaudler.com Anuj Sonpal Valorem Advisors T: +91 22 4903 9500 E: gmmpfaudler@valoremadvisors.com
Slide 39: References and Definitions
== References and Definitions = Flue Gas Desulfurization (FGD) plant removes sulfur dioxides (SO2) from flue gas produced by boilers, furnaces, and other sources = Purchase Price Allocation (PPA) adjustments related to fair value adjustment on inventory and amortization of acquired intangible assets