Chembond Material Technologies Limited · NSE:CHEMBOND
Chembond Material Technologies — Chembond Chemicals — Investor Presentation (December 2017)
45 slides from Chembond Material Technologies's investor presentation, December 2017
Slide 1: Chembond Chemicals Limited
Chembond Chemicals Limited About us and our activities 2017-18
Slide 2: Welcome
Welcome • Chembond Chemicals Limited is in its 43rd year of operations • Consistent performer; dividend paying since inception • Pan-India manufacturing, sales and service footprint • R&D and Head Office in Navi Mumbai, Maharashtra • Diversified specialty performance chemicals portfolio
Slide 3: Core segments we operate in
• Core segments we operate in: - Water - Animal Nutrition - Construction - Industrial Technologies • Family driven, professionally managed agile organization • Senior leadership and field team work along with customers • Fair risk appetite as new business lines are evaluated and incubated continuous
Slide 4: Slides following this would walk you through
• Slides following this would walk you through: • Water treatment chemicals business • Animal health and nutrition business • Construction chemicals business • Industrial technologies business • Financial performance
Slide 5: Water Treatment
Water Treatment Chembond Chemicals Limited 2017-18
Slide 6: Water
Water • Water is extensively used by industries • Different areas / applications of water: • Raw Water, Boiler Water, Cooling Water, Waste Water, RO membrane • Raw water quality and availability varies across the country / world • Treatment of raw water for any further use thus becomes critical • In
Slide 7: What We Do
What We Do • Specialty Water Treatment chemicals • Raw water treatment coagulants • Boiler water treatment formulations • Cooling water treatment products • Waste water treatment flocculants • Reverse Osmosis (RO) membrane treatment chemicals • Water treatment equipment • Filtration systems for susp
Slide 8: With You For Your Water Treatment Needs
WITH YOU FOR YOUR WATER TREATMENT NEEDS Lervone | + Disint bitors | | I
Slide 9: Application Areas
Application Areas Ler Hd y
Slide 10: Complete Water Treatment solutions
Complete Water Treatment solutions Chembond Clean Water Technologies Ltd Chembond Water Technologies Ltd Complete Bio- Water Equipment Chemicals remediation Treatment solutions
Slide 11: Superior Performance = Customer Satisfaction
Superior Performance = Customer Satisfaction Superio Technical r Products Monitoring Services Perfor m-ance
Slide 12: Customer Segments
Customer Segments Petro- Cement Fertilizer Pulp & Paper chemical Commercial & Institutional Refining Steel Textiles & Dyeing Speciality Pharma, Food & Power Chemicals Beverage, Dairy
Slide 13: Our Silver Bullets
Our Silver Bullets • Integrated solutions – equipment, bio-remediation and chemicals • Trained, Empowered and Dedicated services team • Pioneer in India for leading edge technology introductions: • Glassy Zinc Polyphosphate corrosion inhibitor • Chlorine Dioxide based oxidizing biocide • Multicompon
Slide 14: Animal Health & Nutrition
Animal Health & Nutrition Chembond Chemicals Limited 2017-18
Slide 15: About
About • Chembond entered this segment in 2010 • Produce nutritional supplements for animal health industry • Catering mainly to the poultry and dairy industry • Presence across India with manufacturing and storage locations at Tarapur, Baddi, Ranipet, Jamshedpur • We offer quality products at excell
Slide 16: Livestock in India
Livestock in India 1st in Milk Production 128 Mn Ton 2nd in freshwater 3rd in Egg Production aquaculture 63 Billion Per Capita/Year 4th in Broiler Chicken – 2.5 kg, Eggs Production – 2808 – 56, Milk – 291 gm Mn/2012 Self sufficient in most feed ingredients
Slide 17: Indian Market by Segment
Indian Market by Segment BioSecurity Products 29% Therapeutic 41% Feed Additives 30% Market Size (2014) - Rs. 4,200 cr Est. in 2018 – Rs. 6,000 cr
Slide 18: Indian Market by Species
Indian Market by Species 5% 3% 2% ® Cattle @ Poultry © Pets ™ Aqua @ Others
Slide 19: Product Range
Product Range Enzymes, Probiotics, α D3 and other Vitamin Prebiotics Concentrates, Premixes Disinfectants, Minerals, incl. Water Purification, Chelated Minerals Sanitizers products that enhance nutrition, reduce waste, improve mortality rates
Slide 20: Construction Chemicals
Construction Chemicals Chembond Chemicals Limited 2017-18
Slide 21: Construction
Construction • Largest organized industry in the economy • Different segments: • Infrastructure, Industrial, Residential, Repairs and Renovation • Cement and aggregate quality, seasonal changes, geography and project requirements are dominant factors • Quality control at usage point is crucial but l
Slide 22: What We Do
What We Do • Chemicals for a wide range of applications • Admixtures for concrete modification • Waterproofing solutions for under-construction and built-up structures • Polysulphide, PU and Acrylic based sealants • Floor treatment and repair • Cementitious and epoxy based concrete repair mortars •
Slide 23: Balancing Expectations with Factors
Balancing Expectations with Factors Factors Expectations Input Quality Adaptability Climate Cost Standards Performance Location Logistics Localize and Adapt!
Slide 24: Customer Segments - Infrastructure
Customer Segments - Infrastructure Industrial & Roads Bridges Engineering Metro Ports & Jetties Industrial Rail Dams Airports
Slide 25: chembond
chembond
Slide 26: Customer Segments - Other
Customer Segments - Other Applicator Builders s Contractor Industrial s Distributor Influencers s
Slide 27: Slide 27
Slide 28: Advantage Chembond
Advantage Chembond + Multi location manufacturing and logistics + Localization and refinement ability + Better than industry product margins + Regular new product introductions + Maintaining differentiation in a competitive and fragmented market
Slide 29: Industrial Technologies
Industrial Technologies Chembond Chemicals Limited 2017-18
Slide 30: About Industrial Technologies
About Industrial Technologies • Products for use by industry, • by OEM’s – application on parts to improve quality, reduce costs, & improve productivity • for maintenance, repair, and overhaul (MRO) of equipment and machinery • Strong reputation and relationships with automotive, steel, engineering,
Slide 31: Industrial Technologies product range
The Industrial Technologies division manufactures and supplies a wide range of products… epoxy, pu, & other performance resin based coatings High Performance Coatings for corrosion protection and industrial / commercial floor coatings thread lockers, retaining compounds, thread sealants, Adhesives &
Slide 32: High Performance Coatings
High Performance Coatings |
Slide 33: Industrial Coatings
Industrial Coatings • Waterborne and solvent based coatings for industrial parts like engines, chassis, structures, transformers, automobile parts, agricultural equipment, construction equipment, and many more applications • Leaders in water based paints in India, which eliminate solvent emissions t
Slide 34: Adhesives & Sealants
Adhesives & Sealants lo oe * MilaractitE THREADLOCKER SRT]
Slide 35: Financial Information
Financial Information Chembond Chemicals Limited 2017-18
Slide 36: Share of Revenue by Segment
hare of Revenue by Segment Trading 4% Animal Nutrition 10% Industrial Water Technologies Technologies 6% Construction 42% 6%
Slide 37: Net Sales
Net Sales Rs. In Lakhs *YTD- Year to date
Slide 38: Product Margin %
Product Margin % *YTD- Year to date
Slide 39: EBITDA
EBITDA Rs. In Lakhs *YTD- Year to date
Slide 40: PBT
PBT Rs. In Lakhs *YTD- Year to date
Slide 41: Fixed Assets - Gross
Fixed Assets - Gross Rs. In Lakhs
Slide 42: 5 Year Financial Performance - Standalone
5 Year Financial Performance - Standalone Rs. In Lakhs
Slide 43: 5 Year Financial Performance - Consolidated
5 Year Financial Performance - Consolidated Rs. In Lakhs
Slide 44: 5 Year Returns
5 Year Returns rie chembond Mon, 12 Feb 2018 2 CHEMBOND CHEM SENSEX BSE BSE 306.05 (264.56%) 34,300.47 (75.35%) Jul 13 Jan 14 Jul 14 Jan 1s Jul 15 Jan 16 Jul 16 Jan 17 Jul 17 Jan 18 1D 1W 1M 3M 6M 1¥ 2Y SY MAX
Slide 45: Contact Us
Contact Us Chembond Chemicals Limited Chembond Centre EL-71 Mahape MIDC Navi Mumbai 400710. INDIA www.chembondindia.com T: +91 22 62643000 - 03 F: +91 22 27681294 E: cs@chembondindia.com
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