Jiutian Chemical Group Limited · SGX:C8R
Jiutian Chemical — Q3 2020 Earnings Presentation
7 slides from Jiutian Chemical's earnings presentation, Nov 12, 2020
Slide 1: Results Briefing for 3Q2020 Quarterly Results
Results Briefing for 3Q2020 Quarterly Results 12 November 2020
Slide 2: Recap of 2020 Financial Results
2 Recap of 2020 Financial Results 3Q2020 2Q2020 1Q2020 9M2020 9M2019 RMB million RMB million RMB million RMB million RMB million Revenue 267.00 276.35 199.39 742.74 841.49 Profit/(loss) after tax 51.30 32.61 2.78 86.69 (11.17) Earnings/ (loss) per share(2) (RMB fen) 2.58 1.64 0.14 4.36 (0.56) Capaci
Slide 3: Quick Glance of DMF/ MA's Operation
3 Quick Glance of DMF/ MA’s Operation Production flow (tons per year) Monomethylamine (MMA) Market 15,000 15,000 Methanol Market 219,000 9,000 Dimethylamine (DMA) 105,000 96,000 DMF Market 150,000 150,000 Liquid Ammonia Carbon monoxide 60,000 60,000 Trimethylamine (TMA) Market 30,000 30,000 Sales to
Slide 4: Why the Improving Results during 9M2020
4 Why the Improving Results during 9M2020 1. Demand for DMF and MA has been up since 2Q2020 and gathered speed in 3Q2020 in line with China’s recovery. Second largest player of DMF and MA (annual capacity 180k tons) shut permanently, making Jiutian the second largest player by production capacity in
Slide 5: Summary of Jiutian's Main Assets
5 Summary of Jiutian’s 2 Main Assets Product Ownership Annual Capacity Dimethylformamide (“DMF”)/ 100% 150,000 tons DMF Methylamine (“MA”) 150,000 tons MA (If 96,000 tons is used for DMF production, 54,000 tons can be sold to market) Sodium Hydrosulfite (“SH”)* 74% 140,000 tons SH * Both lines had b
Slide 6: Steps Going Forward (4Q2020 and Beyond)
6 Steps Going Forward (4Q2020 and Beyond) 1. Operate DMF/MA plants efficiently, at high to full utilisation by end 2020. 2. Restart SH plant by 1H2021, with one line producing SH and 3 other intermediate products as built, and discussion is in advance stage to modify the second line with a potential
Slide 7: Thank You
SQu EMI RAAR AA JIUTIAN CHEMICAL GROUP LIMITED THANK YOU
Jiutian Chemical Group — Q3 2020 Earnings Presentation on 6ix