Pi Industries Limited · NSE:PIIND
Pi Industries — Q2 FY2025 Earnings Presentation
22 slides from Pi Industries's earnings presentation, May 2025
Slide 1: PI Industries Ltd. Investor Presentation Q2 FY25 Results
PI Industries Ltd. Investor Presentation Q2 FY25 Results 1
Slide 2: Agenda
AGENDA CDR India • Consolidated Financial Performance Siddharth Rangnekar siddharth@cdr-india.com • Business Updates Nishid Solanki nishid@cdr-india.com • Other Key Updates Tel: +91 22 6645 1221 /1209 Fax: +91 22 6645 1213 • Business Model and Strategy PI Industries Limited • ESG Credentials Rajnish
Slide 3: Continues to deliver healthy performance despite weak global cues
Continues to deliver healthy performance despite weak global cues… Revenue EBITDA PAT Figures in Rs. Million *Q2FY25 22,210 5% 6,289 14% 5,082 6% *H1FY25 42,899 7% 12,142 18% 9,570 11% Commercialised New products Completed 4 new products in acquisition of Improved ranking Trade working in Agchem cap
Slide 4: Acceleration in Exports driving growth in Q2FY25
Acceleration in Exports driving growth in Q2FY25 Recovery in domestic branded products revenue CONSOLIDATED Fig in Rs. Million Q2FY24 Q2FY25 % YOY ▪ Overall 5% Y-o-Y revenue growth (3-year Q2 CAGR 18%) ▪ ~10% growth in Agchem Exports mainly driven by volume growth Revenue 21,169 22,210 5% and growth
Slide 5: Robust financial performance in H1FY25 anchored by strategic focus
Robust financial performance in H1FY25 anchored by strategic focus CONSOLIDATED Fig in Rs. Million 6MFY24 6MFY25 % YOY ▪ Overall 7% Y-o-Y revenue growth (3-year H1 CAGR 19%) ▪ ~12% growth in Agchem Exports over a high base mainly on account Revenue 40,273 42,899 7% of volume growth and growth of new
Slide 6: Delivering financial resilience through sustained cashflow and working capital efficiency
Delivering financial resilience through sustained cashflow and working capital efficiency CONSOLIDATED Fig in Rs. Million Sep-23 Mar-24 Sep-24 Highlights of 6MFY25 Shareholders Fund 79,820 87,310 95,454 ▪ Increase in Networth by Rs. 8,144 million to Rs. 95,454 million. Non Current Liabilities 2,889
Slide 7: Our Biologicals Solutions are enhancing Sustainable Agriculture
Our Biologicals Solutions are enhancing Sustainable Agriculture Growing portfolio of biological brands • First MRL-exempted bio-chemical fungicide available for Indian farmers. AMINOGROW SIAPTON® RAPIGRO Lq. RAPIGRO GR. ARMATURA® ACTIV • Prevents Powdery Mildew disease in grapes and chilli and helps
Slide 8: Momentum of new product launches to continue..
Momentum of new product launches to continue.. FY23 Provide® Dinoace Sectin® Brofreya® Ultimare® Taurus® Tomatough® Herbicide application Dual action Combination Revolutionary Novel Model of Nematicide for Biological product on Cotton insecticide for Fungicide Insecticide for action vegetable crops
Slide 9: World-class R&D set-up delivering innovative and disruptive solutions
World-class R&D set-up delivering innovative and disruptive solutions State-of-the-art R&D Labs Specialized department of at Udaipur, Hyderabad, R&D IT experts focusing on Inauguration of the latest addition to our R&D Jaipur and Lodi advanced data management facility (Udaipur) – UPLC-CAD (Charged A
Slide 10: Over 6 decades of creating market leader brands, step by step
Over 6 decades of creating market leader brands, step by step… More than 60% of revenue from Brands ranked No 1 in the market Crop protection products offering comprehensive solutions TREATED ACREAGE HORTICULTURE CHILLI CORN ~20 million acres DEMAND GENERATION SOYBEAN More than 3 million farmers INT
Slide 11: Ranked amongst the leading global Agchem CSM players
Ranked amongst the leading global Agchem CSM players Technology pioneer 14 with technological and IP based interventions in global contract Global Manufacturing Excellence manufacturing • ISO-certified: ISO 9001:2017, ISO 14001:2017, ISO 27001:2022, ISO 17025:2017, ISO 15 Fully automated 50001:2018,
Slide 12: PIHS: Build-up of a differentiated CRDMO platform progressing as per plan
PIHS: Build-up of a differentiated CRDMO platform progressing as per plan… Initial development spend reflecting in the financials Key Developments Fig in Rs. Million Q2FY24 Q1FY25 Q2FY25 Revenue 718 253 411 ▪ Hyderabad R&D facility begins operations Gross Margin 60% 42% 59% ▪ Jaipur R&D facility ren
Slide 13: Outlook remains positive
Outlook remains positive … • Elevated inventory levels leading to slowdown in product offtake CSM Export: • Demand scale-up of products commercialized over the last 3-years Technology focused approach • Capacity expansion in line with plan to drive incremental business • Momentum in new enquiries an
Slide 14: PI the company
A Leading Player in the Agrochemicals Space known for over 2 decades to be the Top wealth creator . . . An organization that is committed to excellence in whatever it does . . . PI the company “Outshines competitors in delivering business needs of the customers by unlocking value & fearlessly reinve
Slide 15: Global Presence & Markets Served
Global Presence & Markets Served Germany India Amsterdam Milan Raleigh Japan Alabama China India Sao Paulo Offices in India, US, Italy, Japan, Netherlands, China, Brazil and Germany Registered Office Our Export Markets Corporate Office Global Offices R&D Manufacturing Units 30+ 8 4,000+ 8 25+ 15,000+ 10
Slide 16: Lead with science, technology and human ingenuity to create transformative solutions in life sciences
“Lead with science, technology and human ingenuity to create transformative solutions in life sciences” Partner Science & Digital Edge People First ESG Centric Technology Anchored Driven Integrated digital Best opportunities First to identify solutions to gain for employees to ESG the way of & deliv
Slide 17: Business model built on the principles of respect for IP and established relationships
Business model built on the principles of respect for IP and established relationships Leading Agchem Distribution India’s largest CRAMS Company Company in India with Domestic Brand Market with majority revenue from Exports Market leading market share in Patented Products certain crops Leveraging ou
Slide 18: Multipronged strategy to sustain the growth momentum backed by multiple growth engines & aggressive M&A
Multipronged strategy to sustain the growth momentum backed by multiple growth engines & aggressive M&A Market • Expansion Build Explore and exploit • Creation Customer Intimacy untapped chemistry • Segments Product & areas Deepening our technological capabilities to open new Customer-centric servic
Slide 19: PI featured in the S&P Global Sustainability Yearbook 2024
PI featured in the S&P Global Sustainability Yearbook 2024 Ranked among the best ESG rated companies globally… Our 2025 Goal SDG alignment Our achievement Our 2025 Goal SDG alignment Our achievement Carbon emissions intensity in terms of (from FY2021) (from FY2021) revenue from operations (₹ million
Slide 20: Our CSR efforts focused on community welfare & environment
Our CSR efforts focused on community welfare & environment CSR policy directed towards inclusive development that creates value for the society Education Health & Women & Skill Environment Hygiene Empowerment Development Sustainability Health & wellness support for rural • Program running in 80 rura
Slide 21: Rewards and Recognition
Rewards and Recognition India’s Best Trailblazer CEO Golden Peacock National Barclays Private Client Top 25 Safest (Agro Chemical) Quality Award 2024 Hurun India Award 2024 Workplaces in India for Mr. Mayank Singhal for PI Industries Ltd., Bharuch for Leadership Excellence by KelpHR Posh Awards by C
Slide 22: Thank You
Inspired by Science “% ~=Thank You 22