Pi Industries Limited · NSE:PIIND
Pi Industries — Q1 FY2023 Earnings Presentation
19 slides from Pi Industries's earnings presentation, August 2022
Slide 1: PI Industries Ltd. Investor Presentation
PI Industries Ltd. Investor Presentation August, 2022 1
Slide 2: Agenda
AGENDA CDR India Siddharth Rangnekar • Financial Performance siddharth@cdr-india.com Nishid Solanki • CSM Exports nishid@cdr-india.com Tel: +91 22 6645 1221 /1209 • Domestic Agri Brands Fax: +91 22 6645 1213 PI Industries Limited • Business Model Rajnish Sarna r.sarna@piind.com • ESG Credentials Man
Slide 3: Growth momentum continues despite global supply chain challenges
Growth momentum continues despite global supply chain challenges... Figures in Rs Million Revenue EBITDA PAT Q1FY23 15,432 29% 3,495 39% 2,624 40% Surge in new 1 new product Launched 3 new 44 acre Green Belt enquiries of which commercialized for products in developed by >15% non-agchem CSM Exports D
Slide 4: Acceleration in Exports driving growth in Q1FY23
Acceleration in Exports driving growth in Q1FY23 CONSOLIDATED Fig in Rs Million Q1FY22 Q1FY23 % YOY ▪ Overall 29% Y-o-Y revenue growth Revenue 11,938 15,432 29% ▪ 42% growth in Exports on a higher base Gross Margin 44% 44% 8 bps o Overall growth led by volume growth of ~30%, favorable price Overhead
Slide 5: Robust Balance Sheet to drive future growth initiatives
Robust Balance Sheet to drive future growth initiatives CONSOLIDATED Fig in Rs Million Jun-22 Mar-22 Jun-21 Shareholders Fund 63,497 61,204 55,257 ▪ Total capex for Q1FY23 is Rs. 506 million Non Current Liabilities 2,837 3,225 3,807 o Key focus of driving higher capacity utilization by improving Lon
Slide 6: Surge in new enquiries/products scale up driving the growth of CSM Exports
Surge in new enquiries/products scale up driving the growth of CSM Exports.. Science & Technology Driven State-of-the-art R&D facility 130+ Patents filed 400+ Scientists and researchers Successfully developed & operationalized Azide chemistry 100% Electronic Lab Notebook implemented in Process Resea
Slide 7: Surge in new enquiries/products scale up driving the growth of CSM Exports (ESG)
..Surge in new enquiries/products scale up driving the growth of CSM Exports ESG Anchored World class infrastructure for Environment Management Moving Bed Biological Reactor Online Analysis of Effluent Treatment 35% of water recycled 44 acre Green Belt developed by converting barren land to farmland
Slide 8: Portfolio of specialized products and robust pipeline driving Domestic revenues
Portfolio of specialized products and robust pipeline of new products to drive growth in Domestic revenues Crop Solution Approach • Focus on target crops such as Cotton, Rice, PI has one of the most comprehensive PI has been pioneer and leader in crop Horticulture and Wheat portfolios for Cotton pro
Slide 9: Helping farmers improve productivity through one stop shop ecofriendly solutions
Helping farmers improve productivity through one stop shop ecofriendly products, solutions and services • Countrywide programs to • Automation of application address farmer problems through farm mechanisation Market related to specific season-crop (Boom-sprays, Drones) productivity Penetration 10,00
Slide 10: Product launches in current fiscal
Product launches in current fiscal Combination Fungicide with excellent Herbicide with pre-emergence to post- Dual action insecticide for Cotton curative control against Downy mildew emergence application on Cotton & late blight Q1 ▪ DUAL mode of action - works ▪ DUAL mode of action; ▪ Combination f
Slide 11: Performance underpinned by PI's Compass
Performance underpinned by PI’s Compass Purpose Reimagining a healthier planet Vision Lead with science, technology and human ingenuity to create transformative solutions in life sciences Spiky Partner centric First to identify and deliver on latent needs of our customers and partners capabilities S
Slide 12: Implementing integrated program for Digital Edge capability
Implementing integrated program for Digital Edge capability Application modernization Adoption of Cloud • Microservice based architecture • Scalable IT Infrastructure • API based integration with third party applications • Ability to experiment and innovate faster • New UI/UX • Business continuity •
Slide 13: Growth momentum to continue in FY23
Growth momentum to continue in FY23 • Strong demand is expected for insecticides, fungicides, herbicides and bio-nutrients on the back of normal Domestic: monsoon predictions Focus on portfolio • “Dual growth engine” with focusing on horticulture segment diversification with launch of • Commodity pr
Slide 14: Presence across the Agchem value chain
Presence across the Agchem value chain Strong focus on customer needs and continuous innovation Domestic Agri CSM Exports Brands Regulatory services Marketing & Discovery Development Scale-up Manufacturing Evaluation & Trials & Registrations Distribution Customer Needs Business Strategy Consistent Q
Slide 15: Business model built on 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 16: PI's focus on ESG principles is winning accolades
PI’s focus on ESG principles is winning accolades • Initiated transition of Jambusar site to a ZLD • Renewable Energy Consumption increased 24x Emerged amongst top over the last 2+ years quintile companies in facility. Commenced 650 KLD recycle of treated the very first S&P global effluent, within p
Slide 17: Rewards and Recognition
Rewards and Recognition INDIA‘s BEST CEO HERITAGE COMPANY OF INDIA MR. MAYANK SINGHAL, AT FICCI’s INDIA @75: VICE CHAIRMAN AND MD, CHEMICAL & PI INDUSTRIES LTD. PETROCHEMICAL IS INDIA‘s BEST CEO IN AGRICULTURE & INDUSTRY AWARDS 2021 ALLIED SECTOR IN THE BUSINESS TODAY - PWC RANKING GOLDEN PEACOCK NA
Slide 18: Our CSR efforts focused on Community welfare & Environment
Our CSR efforts focused on Community welfare & Environment PI’s CSR strategy focuses on: Key Programmes/ Initiatives • Creating a positive impact for marginalized communities via environmentally • Water conservation through sustainable approach sustainable agriculture practices & • Interventions ali
Slide 19: Thank You
Inspired by Science “% ~=Thank You