Camlin Fine Sciences Limited · NSE:CAMLINFINE
Camlin Fine Sciences — Investor Presentation (September 2023)
23 slides from Camlin Fine Sciences's investor presentation, Sep 14, 2023
Slide 1: Exchange cover letter for investor call presentation
September 14, 2023 To, To, BSE Limited, Lis ng Department, 25, P. J. Towers, Na onal Stock Exchange of India Ltd., Dalal Street, Exchange Plaza, Bandra Kurla Complex, Mumbai – 400 001 Bandra (East), Mumbai‐ 400051 Ref: Company Scrip Code: 532834 Ref: Symbol: CAMLINFINE || Series: EQ Sub: In ma on pu
Slide 2: Touching Billions of Lives Daily
Fine Sciences TOUCHING BILLIONS OF LIVES DAILY
Slide 3: Disclaimer
This presentation and the accompanying slides (the “Presentation”), which have been prepared by Camlin Fine Sciences Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities,
Slide 4: CFS 3.0
CFS 3.0
Slide 5: CFS 1.0, 2.0 and 3.0 journey
CFS 1.0 CFS 2.0 FY07 FY12 FY16 FY17 FY18 › Acquired a 51% stake in › Started production and › Acquired a 65% stake in Ningbo Wanglong Flavours › Acquired Borregaard Italia Dresen Quimica S.A.P.I.de C.V., SpA, a manufacturing facility marketing of antioxidant blends and Fragrances. and became › Speci
Slide 6: New co-promoters and revised shareholding post open offer
⟩ Ashish Dandekar, funds advised by Convergent Finance LLP (‘Convergent’), Revised shareholding and Belgium-based Ackermans & van Haaren ('Co-promoters'), have entered Name of the shareholder post open offer (%) into a cooperation agreement to become co-promoters of CFS. Promoter shareholding 48.03%
Slide 7: About Ackermans & van Haaren
⟩ Ackermans & van Haaren is active in 4 core segments: Marine Engineering & Contracting, Private Banking, Real Estate and Energy & Resources. In its Growth Capital segment, AvH also provides growth capital to sustainable companies in different sectors. ⟩ At an economic level, the AvH group represent
Slide 8: AvH long-term value creation and sustainability
⟩ If the history of AvH has taught one thing, it is the belief that long-term value creation can be achieved by focusing on sustainable growth starting from a financially sound balance sheet, in cooperation with partners who share the same vision. ⟩ For AvH, sustainability is not a buzzword. For man
Slide 9: About Convergent
⟩ Convergent is an investment partnership at the forefront of bringing together Ideas, Capital, and passionate Entrepreneurs. ⟩ Convergent is led by Harsha Raghavan, an industry veteran with 27 years of investment experience, who previously founded and led Fairfax’s investment activities in India. T
Slide 10: Convergent objectives and core values
Objectives ⟩ Purpose: win-win outcomes for clients, employees, stakeholders and community ⟩ Risk/ Reward: take calculated risks to generate alpha Core Values ⟩ Integrity: ethics will never be compromised ⟩ Communication: transparency, honesty and promptness in communication ⟩ Entrepreneurial culture
Slide 11: Management perspectives on the partnership
I am delighted that funds advised by Convergent and AvH have agreed to join and support me as CFS’ co-promoters. Harsha and his team have displayed a deep commitment to the company and have been instrumental in shaping critical decisions at CFS. AvH is a distinguished conglomerate known for its acum
Slide 12: Board of directors
Name Profile Ashish Dandekar › Over three decades of experience in pharmaceuticals and specialty chemical products including business planning, information systems, research Chairman & Managing Director & development, product development, and marketing › Holds a BA in Economics and Management studie
Slide 13: Key management personnel
Name Profile Ashish Dandekar › Over three decades of experience in pharmaceuticals and specialty chemical products including business planning, information systems, Chairman & Managing Director research & development, product development, and marketing › Holds a BA in Economics and Management studie
Slide 14: Relentless focus on innovation and capital allocation
“Relentless focus on innovation and capital allocation” ⟩ Harnessing strengths across the di-phenol (hydroquinone and catechol) chain through a heightened emphasis on value- added downstream products to intensify the growth of core business. ⟩ Ramping up the blends business segment by actively pursu
Slide 15: Vertical Integration | Green Chemistry | R&D | Innovative Solutions
Vertical Integration | Green Chemistry | R&D | Innovative Solutions
Slide 16: CFS at a glance
1,250+ Base of Satisfied Customers Worldwide 100 + Range of Diversified Products 61,000 + MT Led by Integrated Global Among Global Leaders Production Capacity In the Manufacturing of Antioxidants Food and Beverage Animal Nutrition Pet Food Preferred Partner For Customized Shelf Life Solutions Flavou
Slide 17: Global manufacturing facilities
Capacity (in MT) 9 5 2 R&D Centres 31,000 12,000 Global Manufacturing Application CFS Europe SpA, Italy Camlin Fine Sciences, India Facilities Laboratories 6,000 12,000 80+ CFS do Brasil CFS Dresen, Mexico Countries Global Sales Network CFA Europe SpA, Italy, CFS has multiple operational facilities,
Slide 18: FY23 sales mix, key products and end-user industries
FY23 Sales Mix% Key Products End User Industries Key Brands › TBHQ › Pet Food › Animal Feed Mills Straights 28% › BHA › Livestock Nutrition › Biodiesel › Ascorbyl palmitate (ASP) › Food & Beverages › Aquaculture › Fish Meal › Rendering Shelf-Life Solutions › 200+ custom formulations, › These formula
Slide 19: Vertical integration and green chemistry
From Source, to Quality Solutions • Efforts in both organic and inorganic expansions, showcases company’s commitment to fortifying position in the market Backward Integrated through Italy & Dahej • Strategic focus on captive consumption ensures utilization of raw materials for downstream Vertical Fac
Slide 20: Manufactured in-house value chain
Phenol Hydroquinone Diphenols Catechol Manufactured In-house Performance Performance Shelf Life Solutions Chemicals Aroma Ingredients Chemicals Ascorbyl Palmitate1 TBHQ MEHQ Guaiacol Guethol BHA Other derivatives of HQ Veratrole Vanillin Other derivatives of Blends Ethyl Vanillin Catechol like 4 TBC
Slide 21: ESG commitment
As a responsible corporate, CFS understand the importance of Environmental, Social and Governance (ESG) practices in conducting business ethically. Company’s commitment to ESG extends beyond compliance with regulations and laws. Company aims to minimize environmental impact, promote social responsib
Slide 22: Growth focus by business segment
Shelf-Life Solutions Performance Chemicals Aroma Ingredients Health and Wellness • Aim to expand Diphenol chain, • Introduce specialized and customized • Maintaining market leadership for specifically focusing on expanding products within the vanillin range, catering Antioxidants • Improving process
Slide 23: Contact details
Camlin Fine Sciences Ltd. CIN – L74100MH1993PLCO75361 Mr. Santosh Parab- CFO Email – santosh.parab@camlinfs.com www.camlinfs.com Strategic Growth Advisors Pvt. Ltd. CIN - U74140MH2010PTC204285 Mr. Shrikant Sangani Email – shrikant.sangani@sgapl.net Mobile No - 9619595686 www.sgapl.net
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