Advanced Enzyme Technologies Ltd · NSE:ADVENZYMES
Advanced Enzyme Technologies — Motilal Oswal Biotech & Medtech Day October 2021
11 slides from Advanced Enzyme Technologies's conference presentation, Oct 1, 2021
Slide 1: Advanced Enzyme Technologies Limited
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Slide 2: Safe Harbour Statement
» Safe Harbour Statement This presentation contains forward-looking statements that reflect management’s current views with respect to certain future events and potential financial performance. Forward-looking statements are other than statements of historical facts. The words “believe,” “expect,” “
Slide 3: Company Overview
» Company Overview vv_ 1 - flipi 4m Advanced Enzymes is a research driven company with global leadership in the manufacturing of enzymes and W5IKL vfal !/ * A- 1 D probiotics. We are committed to providing eco-safe 7 solutions to a wide variety of industries like human *££ IE J *LLrl (i ' |) '*?i •
Slide 4: Advanced Enzyme Technologies Limited – A Rising Global Star
» Advanced Enzyme Technologies Limited – A Rising Global Star } 9 Manufacturing Units India - 7 USA - 2 7 Q @ 0 @ 0 R&D Units India – 5 | USA – 1 | Germany –1 68+ 400+ 700+ 45+ 750+ Enzymes Proprietary Customers Countries Employees & Probiotics Products Worldwide Worldwide Presence (2) 1 st Indian e
Slide 5: Specialized Business With High Entry Barriers
» Specialized Business With High Entry Barriers Technocrat Promoters Global Competitiveness ••• w Cumulative experience of 7+ decades in the global enzyme industry Amongst the Lowest Cost Manufacturers in the World, therefore our Gross margin stays in the range of 75%-80% (Benchmarked both in terms
Slide 6: Robust Financial Performance
» Robust Financial Performance (₹ in Million) Q1FY22 Q4FY21 Q1FY21 FY21 FY20 Y-o-Y (%) Y-o-Y (%) Un-Audited Audited Un-Audited Audited Audited Revenue 1,370 1,332 1,105 +24 5,018 4,440 +13 EBITDA 628 549 517 +21 2,315 2,023 +14 EBITDA Margin (%) 46 41 47 46 46 PAT 399 338 348 +15 1,515 1,330 +14 PAT
Slide 7: How Big is the Opportunity?
» How Big is the Opportunity? o Global Probiotics Market Global Enzymes Market $4Bn 9% Grow at a $10.2Bn $4.55Bn CAGR 3.5% $6Bn till 2025 13% $38Bn 78% $48Bn $3.57Bn Grow at a CAGR 7.4% till 2025 Animal Feed Dietary Supplements Functional Food & Beverages $1.02Bn $300Mn $60Mn Competitive Scenario in
Slide 8: Focus Areas Going Ahead
» Focus Areas Going Ahead t * m \ -. h. 9 ,. * t •i ' :ÿ i1 < - V < Animal Nutrition Probiotics Bio-Catalysis Baking • Continuing conduct trials and • To introduce more probiotics • Developing bio catalysis for API • In Bio-processing division, our studies to bring newer and products in Human Nutrit
Slide 9: What we are Aiming in the Opportunity?
» What we are Aiming in the Opportunity? / AETL’s Current Share of Revenue WZtl V-V X! Opportunity Addressable market for AETL A j Focus Area Size over next 5 years** FY21 FY20 \\ I 1 m Cs Human Nutrition $ 400 mn $ 200 mn $ 39 mn, 57% $ 38.4 mn, 61% f i r & Bio-catalysis $ 60 mn $ 30 mn* $ 2.2 mn,
Slide 10: Future Growth Drivers
» Future Growth Drivers o Identify Product gaps and Develop new Enzymes, Probiotics & Continued Solutions thereof o Expand Competencies in Enzymes & Probiotics, Discovery and Investment in R&D Genetic Engineering o Increased focus on high return applications where AETL has strategic advantages Broad
Slide 11: Thank You
ank — Thank You > Green Rd 9 Na Goa Sun Crest Apartments, Advanced Enzyme Technologies Limited Accolade CHS Office 9 t Advanced Enzymes 54 min drive - 1" one. Address: 5th Floor, 'A' wing, Sun Magnetica LIC Service Road, Louiswadi, Thane (W) 400 604, India Tel: +91-22-4170 3200 Fax: + 91-22-25835159
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