Slide 1: Cover letter to NSE on investor presentation
May 21, 2025 To, The Manager, National Stock Exchange of India Ltd. Exchange Plaza, Plot no. C/1, G Block, Bandra-Kurla Complex, Bandra (E) Mumbai - 400 051 Symbol: IEML ISIN: INE0RRU01016 Subject: Investors' Presentation on Audited Financial Results for the half-year and financial year ended 31Marc
Slide 2: Investor Presentation
INDIAN EMULSIFIERS LTD. INVESTOR PRESENTATION
Slide 3: Company Overview
COMPANY OVERVIEW IE
Slide 4: Indian Emulsifiers Limited
Indian Emulsifiers Limited Founded in 2020, under the name “Indian Emulsifier Private Limited.” One of the major manufacturers of Esters, Esterquats, Polyamides, Polymerized surfactants, Sulphates, Amphoterics, Phosphate esters, Imidazolines, Wax emulsions, Specialty emulsifiers and Formulated produ
Slide 5: Emulsification for Improved Functionality & Customer Value
Emulsification for Improved Functionality & Customer Value Emulsification is the process of blending two liquids that normally don’t mix—like oil and water—into a stable mixture using specialized agents. This is done using emulsifying agents, which help the liquids mix and stay blended by preventing
Slide 6: Management Commentary
Management Commentary The company has delivered strong performance this year, marked by a robust increase in revenue by 53.87%, supported by a healthy bottom-line growth by 50.72%. Importantly, this growth has been achieved while maintaining stable and healthy margins, underscoring the strength of t
Slide 7: Vision & Mission
Vision & Mission To be a pioneer in specialty chemicals To deliver high-performance specialty chemical manufacturing, with a strong focus on solutions that enhance functionality, delivering tailor-made solutions that address sustainability, and customer value across the diverse needs of its customer
Slide 8: IEL Core Values
IEL Core Values Ideology Innovation To be a pioneer and leading Innovating is key to industry manufacturer in the specialty success, leveraging in-house chemicals industry, delivering R&D and global technology superior service with integrity, alliances to deliver cutting-edge ethics, and pride solut
Slide 9: Key Facts & Figures
Key Facts & Figures 30+ 7,800 MTPA Global Presence Portfolio of over 125+ Years of average team Production Capacity across 9 Countries specialty chemicals experience. H2FY25 H2FY24 Total Revenue 50.00 Cr Total Revenue 31.64Cr EBITDA 9.65 Cr EBITDA 8.34 Cr PAT 6.31 Cr PAT 5.01 Cr Investor Presentatio
Slide 10: Business Overview
BUSINESS OVERVIEW IE
Slide 11: Products Portfolio & Its Industrial Applications
Products Portfolio & It’s Industrial Applications Ester Amphoterics Formulated by reacting select Favoured in industrial fatty acids, such as oleic or cleaners for its hydrotropic stearic acid, with alcoho and dirt-lifting capabilities. Imidazolines Phosphate Esters Produced via fatty acid– Produced
Slide 12: Serving Key Industrial Verticals
Serving Key Industrial Verticals Ester Amphoterics Fragrances & Flavors: Esters enhance scent Personal Care: Amphoterics offer mildness and and taste in perfumes, cosmetics, and food. skin/hair compatibility in cosmetics. Solvents: Essential in paints, coatings, and Cleaning & Detergents: Provide fo
Slide 13: Building a Competitive Moat
Building a Competitive Moat Experienced Promoter & Competitive Pricing Management Team Diverse Product Portfolio Delivers strong customer value by Led by a proven Promoter and experienced Wide portfolio of over 125 specialty maintaining high product quality and management team, the company leverages
Slide 14: Manufacturing Facility
Manufacturing Facility Location: MIDC Lote Parshuram, 225 km from Mumbai, Ratnagiri District, Maharashtra Strategic Advantage: Close proximity to ports ensures logistical efficiency Capacity Expansion: Increased from 2,400 MT to 7,800 MT per annum with additional reactors Infrastructure: • Advanced
Slide 15: Strategic Initiatives
Strategic Initiatives Increasing Operational Efficiency: Expanding existing manufacturing Ongoing investments in operational capacities to capitalize on industry efficiency and technical capabilities aim to opportunities: boost production, enhance margins, and Continues to scale manufacturing capabi
Slide 16: Industry Wise Revenue Breakup
Industry Wise Revenue Breakup FY25 FY24 1.40% 3.57% 4.70% 12.23% 1.13% 30.01% 23.16% 34.29% 17.71% 23.32% 10.90% 24.78% 12.80% MINING EXPLOSIVES / LUBRICANTS MINING EXPLOSIVES / LUBRICANTS METAL WORKING / OIL & GAS METAL WORKING / OIL & GAS PERSONAL CARE / COSMETICS / OTHERS PERSONAL CARE / COSMETIC
Slide 17: Establishment of Southern Emulsifiers: Expanding into Australia's Mining Explosives Market
Establishment of Southern Emulsifiers: Expanding into Australia’s Mining Explosives Market Significance of Strategic Entry into the Australian Mining Explosives Market • Market Entry & Expansion: Establish a direct footprint in Australia's high-potential mining emulsifier market. • Customer Proximit
Slide 18: Financial Outlook: Australian Subsidiary Growth Trajectory
Financial Outlook: Australian Subsidiary Growth Trajectory Australian subsidiary is expected to generate approximately INR 75 Crores in revenue over the next three years, marking a significant step in our international growth strategy Key Growth Drivers: • Ability to offer customized emulsifier solu
Slide 19: Industry Overview
INDUSTRY OVERVIEW IE
Slide 20: Global Industry Trends: Chemicals & Specialties
Global Industry Trends: Chemicals & Specialties Global Chemical Industry In USD Trillions • The global chemical Markets which is currently at $5.61 trillion currently will grow to $6.15 trillion in 2025 which is further estimated to reach $8.58 trillion by 2029 at a CAGR of 8.6%. 8.58 • The growth i
Slide 21: Indian Chemical Market Outlook
Indian Chemical Market Outlook India’s Chemical Industry • India’s chemical industry is valued at $220 billion in 2024 and is anticipated to In USD Billions contribute $383 billion to India’s GDP by 2030. • Increase is expected due to the rise in demand in the end-user segments for specialty chemica
Slide 22: Key Growth Drivers
Key Growth Drivers Rapid Urbanization Technological Advantage Export Growth India's rapid industrialization in sectors Technological advancements are driving Indian specialty chemical manufacturers like agriculture, pharmaceuticals, and innovation in specialty chemicals, enabling have a strong oppor
Slide 23: India's Specialty Chemicals Market Outlook
India’s Specialty Chemicals Market Outlook Specialty Chemicals: India’s Specialty Chemical Industry • The India specialty & fine chemicals market size reached USD 22.36 Billion in 2024. In USD Billions • The market is estimated to reach USD 35.41 Billion by 2033, exhibiting a growth rate (CAGR) of 5
Slide 24: Management Overview
_ MANAGEMENT OVERVIEW IE
Slide 25: Management Overview
Management Overview Mr. Yash Tikekar Mrs. Vaishali Dipen Tarsariya Mr. Rajaram Gordhanlal Agarwal Managing Director Independent Director Independent Director An Economics graduate with a Master’s in business Completed Masters in Commerce degree from the Professional post graduate with a Institute of
Slide 26: Core Management Team
Core Management Team Keith Wilson Muamer Meduselac T Y Arote Mandeep Pandey Global Technical Lead Mining Technical Lead (Asia Pacific) Technical Lead (India) Chief Financial Officer Qualifications: M.Sc. In Qualifications: Chemical Qualifications: M.Sc. In Qualifications: chemistry Engineer (B.Sc.)
Slide 27: Way Forward
WAY FORWARD IE
Slide 28: Cross Industry Market Opportunities
Cross Industry Market Opportunities Pharmaceutical Formulation Additives Global pharma market is anticipated to reach USD 15.71 Billion at a CAGR of 8–15% Opportunity for the Company : Potential for esters, phosphate esters, and wax emulsions as they are used in formulation stabilizers, excipients,
Slide 29: Future Outlook
Future Outlook Evaluating Inorganic Growth Diversified Industrial Expansion: Opportunities: Evaluating synergistic Targeting industrial segments to acquisitions in India and abroad to unlock growth opportunities over the enhance product portfolio, next 3 years. technologies, and market access—key to
Slide 30: Financial Overview
FINANCIAL OVERVIEW IE
Slide 31: Key Financial Metrics
Key Financial Metrics Total Income (In INR Crs) EBITDA (INR Cr) & EBITDA Margins PAT (INR Cr) & PAT Margins (%) (%) 25. 00 22. 50% 102.66 22.23% 14. 00 14. 00% 22. 00% 13.23% 12.96% 12. 00 12. 00% 20. 00 21. 50% 21. 00% 9.46% 10. 00 10. 00% 66.71 15. 00 20.50% 20. 50% 8.0 0 8.0 0% 13.30 20. 00% 41.1
Slide 32: H2FY25 Consolidated Financial Performance
H2FY25 Consolidated Financial Performance Particulars (In INR Crs) H2FY25 H2FY24 %Chg FY25 FY24 %Chg Net Sales 49.73 31.60 101.23 66.68 Other Income 0.27 0.04 1.43 0.04 Total Income 50.00 31.64 58.03% 102.66 66.71 53.87% Expenses Raw material 37.80 20.37 71.87 47.29 Employee Benefit Expenses 0.42 0.
Slide 33: Historical Financial Performance- Consolidated
Historical Financial Performance- Consolidated Particulars (In INR Cr) FY23 FY24 FY25 Revenues 41.18 66.68 101.23 Other Income 0.00 0.04 1.43 Total Income 41.18 66.71 102.66 Raw Material Expenses 30.14 47.29 71.87 Employee Benefits Expense 0.51 0.72 1.24 Other Expenses 2.66 3.87 8.50 Total Expenditu
Slide 34: Consolidated Balance Sheet
Consolidated Balance Sheet Equities & Liabilities (In INR Cr) FY23 FY24 FY25 Assets FY23 FY24 FY25 Equity 8.11 9.01 12.22 Non Current Assets Reserves and Surplus 3.93 19.43 69.81 Fixed Assets 12.72 19.97 40.37 Net Worth 12.04 28.44 82.03 Deferred Tax Assets 0.00 0.00 0.00 Non Current Liabilities Oth
Slide 35: Stock Data
STOCK DATA As on 16-05-2025 As on 31-03-2025 Price Data (As of 16th May 2025) Shareholding Pattern Share Price ₹ 138.90 Market Capitalization ₹ Cr 169.46 Promoter & Promoter Group No. of Share Outstanding 1.22 51.89 48.11 Face Value ₹ 10.00 Public 52 Week High ₹ 546.90 52 Week Low ₹ 98.45 Share Perf
Slide 36: Thank You
THANK YOU Indian Emulsifiers Limited Confideleap Partners Registered Office: 206, Sumer Kendra, 103-8, Lodha Eternis, MIDC, Behind Mahindra Tower, Andheri East, Mumbai 400093 Pandurang Budhkar Marg, Worli, Mumbai - Maharashtra, India. 400018 Phone: +91 85911 45959 Factory: E-10 Lote Parashuram Indus