Engro Polymer & Chemicals Limited · PSX:EPCL
Engro Polymer & Chemicals — Q2 2022 Earnings Presentation
12 slides from Engro Polymer & Chemicals's earnings presentation, Sep 27, 2022
Slide 1: Analyst Briefing – Q2 2022
Ye engro polymer & chemicals Analyst Briefing — Q2 2022
Slide 2: Analyst Briefing – Q2 2022
Analyst Briefing – Q2 2022
Slide 3: Key achievement & highlights
Engro Polymer & Chemicals Limited Key achievement & highlights Q2 2022 Highest ever first half PVC domestic sales PACRA long term credit rating upgraded from AA- to AA, short term rating already stands at highest A1 + Initiation of sunset review on ADD OVR Project has been successfully commi
Slide 4: International Markets
Engro Polymer & Chemicals Limited International Markets
Slide 5: International Market Prices
International Market Prices International PVC Price USD/Ton PVC intl prices declined in the last quarter owing to 2,000 demand slow down in China and India due to monsoon season 1,700 1,400 Demand in China witnessed some improvement this week as some buyers are out in the market revealing some e
Slide 6: Business Updates
Engro Polymer & Chemicals Limited Business Updates
Slide 7: Vinyl's Overview
Engro Polymer & Chemicals Limited Vinyl's Overview Highest ever PVC sales for EPCL in the domestic market Pipes and fittings remain major application of PVC in Pakistan. Meanwhile, EPCL continues to play its part in SALES VOLUME IN TONS promoting other downstream applications for which we have made
Slide 8: Chlor Alkali Overview
Engro Polymer & Chemicals Limited Chlor Alkali Overview Chlor Alkali – Sales Volumes (KT) Exports Liquid Domestic Sales Flakes Domestic Sales 1 2 7 83 79 68 2 2 2 2 18 18 15 14 0.2 3 5 3 0 - - 2019 2020 2021 Q1 2021 Q2 2021 Q1 2022 Q2 2022 7
Slide 9: Performance Q2 2022 vs Q2 2021
Engro Polymer & Chemicals Limited Performance Q2 2022 vs Q2 2021 Unit Q2 2022 Q2 2021 2021 Total revenue PKR Mn 22,277 14,824 70,022 Profit after tax PKR Mn 2,338 3,122 15,060 Rs. / EPS Basic 2.45 3.44 16.28 Share Rs. / EPS Diluted 1.93 2.58 12.46 Share Rs. / DPS 2.5 7.0 16.30 Share • The Company re
Slide 10: Looking Forward
Engro Polymer & Chemicals Limited Looking Forward
Slide 11: Outlook
Engro Polymer & Chemicals Limited Outlook • HTDC and Hydrogen peroxide projects are on track for commissioning in next year • Basic engineering study is under progress for de-bottlenecking VCM production facility to 300 KT p.a • Market development • Promotion and awareness in both public & private s
Slide 12: Thank You
engro THANK YOU
Engro Polymer & Chemicals — Q2 2022 Earnings Presentation on 6ix