Emmbi Industries Limited · NSE:EMMBI
Emmbi Industries — Q3 FY22 Earnings Presentation
19 slides from Emmbi Industries's earnings presentation, February 2022
Slide 1: Emmbi Industries Limited Q3 FY22 Investor Presentation
Emmbi Industries Limited Q3 FY 22, Investor Presentation
Slide 2: Disclaimer
Disclaimer This is not an investment recommendation, and this presentation contains forward-looking statements, identified by words such as ‘plans’, ‘expects’, ‘will’, ‘anticipates’, ‘believes’, ‘intends’, ‘projects’, ‘estimates’ and so on. All statements that address expectations or projections abo
Slide 3: Emmbi's Verticals
Emmbi’s Verticals Emmbi B2B Avana - B2C Domestic Business International Business Avana Avana Consumer Consumer Durables Goods
Slide 4: International Business
International Business • Major Products: Industrial Packaging, Advanced Composites, Container Liners • Major Sectors: Pharmaceuticals, FMCG, Chemicals, Food, Construction, Automobiles • Major Geographical Markets: 66+ Countries worldwide
Slide 5: Domestic Business
Domestic Business • Major Products: Industrial Packaging • Major Sectors: FMCG, Automobiles, Chemicals, Food • Major Geographical Markets: Maharashtra, Gujarat, Madhya Pradesh, Goa, Karnataka, Delhi-NCR, Dadra and Nagar Haveli and Daman and Diu
Slide 6: Avana Consumer Durables
Avana Consumer Durables • Major Products: Avana Jalasanchay, Avana Jalasanchay Super • Major Sectors: Water Conservation, Agriculture, Aquaculture • Major Geographical Markets: Maharashtra, Rajasthan, Karnataka, Madhya Pradesh, Punjab, Haryana
Slide 7: Avana Consumer Goods
Avana Consumer Goods • Major Products: Avana Kapila Murughas Bag, Avana Anant Leno Bag, Avana Tank, Avana Rakshak Tarpaulin, Avana Prabal Thread • Major Sectors: Agriculture, Agri-inputs, Agri-packaging, Dairy • Major Geographical Markets: Maharashtra
Slide 8: Financial Highlights
Financial Highlights
Slide 9: 2022: The Bounce Back
2022: The Bounce Back Increased Strong Export order Agricultural retail US/Europe production book restrictions removed Economic Growth efficiency
Slide 10: Q3 FY22 – Financial Highlights
Q3 FY22 – Financial Highlights
Slide 11: Q3-21 vs. Q3-22
Q3-21 vs. Q3-22 Revenues up by 48.44%; PAT up by 115.19% (₹ Millions) Q3 FY 21 Q3 FY 22 % Growth Y-o-Y Revenues 863.46 1,281.73 48.44 EBIDTA 76.11 127.18 67.10 PAT 23.51 50.60 115.19 EPS 1.33 2.86 115.19
Slide 12: 9M-21 vs. 9M-22
9M-21 vs. 9M-22 Emmbi crosses FY 21 Revenue within eight months of FY 22 (₹ Millions) 9M FY 21 9M FY 22 % Growth Revenues 2,110.23 3,826.35 81.32 EBIDTA 198.23 361.56 82.40 PAT 46.12 144.41 213.15 EPS 2.61 8.16 213.15
Slide 13: Vertical-wise Breakdown
Vertical-wise Breakdown Avana Consumer Avana Consumer Durables Goods B2B Domestic B2B International Figures as on 30.09.2021
Slide 14: Q3 Highlights
Q3 Highlights • To cater to the UK’s new plastic packaging tax, Emmbi has launched the Reclaim30 range • Emmbi on path to become zero-waste company by June 2022 • Manpower efficiency reaches industry-high • Avana Mulch Film launched successfully – capacity expansion planned in FY23 • AI powered inve
Slide 15: Launching Emmbi Reclaim30
Launching Emmbi Reclaim30 • Reclaim30 is Emmbi’s range of sustainable plastic packaging, which uses 30%+ recycled polypropylene • Emmbi is positioning itself as the one-stop-shop for such sustainable packaging products by combing superior quality with a strong understanding of laws & paperwork • The
Slide 16: Long-Term Growth Drivers
Growth Drivers Long-Term Growth Drivers
Slide 17: Growth Drivers: Emmbi
Growth Drivers: Emmbi Packaging growth is directly correlated to GDP growth Debottlenecking manufacturing facility created ability to produce higher quantities, with higher margins Focus on sustainable industrial packaging, registering the Emmbi ReClaim trademark New range of barrier packaging, high
Slide 18: Growth Drivers: Avana
Growth Drivers: Avana Asset-light model with Partner Manufacturers Growth in Avana’s brand loyalty Focus on consumer marketing through Advertisements, YouTube collaborations etc. Quicker Go-To-Market (GTM) Strategies Cross-Selling / Up-Selling Products
Slide 19: Thank You
Thank You For more information, please contact Emmbi Investor Services at info@emmbi.com