Emmbi Industries Limited · NSE:EMMBI
Emmbi Industries — Q2 FY2017-18 Earnings Presentation
30 slides from Emmbi Industries's earnings presentation, 2017
Slide 1: On the growth path
On the growth path Emmbi Industries Limited Investor Presentation Q2, FY 2017 – 18
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: Contents
Contents 1. Highlights of Q2 FY17-18 2. Brand Umbrella & Product Verticals 3. Financial Performance Update Appendix: A- Sustainable Business Practices: The Emmbi Way B - Emmbi’s Products and Services C - Polymer Processing Industry : Global Perspective
Slide 4: 1. Highlights of Q2 FY17-18
1. Highlights of Q2 FY17-18
Slide 5: I. Key Operating Highlights
I. Key Operating Highlights • Financial Performance : Revenue Up 12.99% vis-a-vis first half of the last financial year EBIDTA Up 70 BPS vis-a-vis first half of the last financial year PAT & EPS UP 16.88 % vis-a-vis first half of the last financial year • Innovative Product of the Quarter: Poultry C
Slide 6: II. Innovative Product of the Quarter
II. Innovative Product of the Quarter • Application: Poultry Industry. Poultry Curtain is a low-cost light polarizer to improve the growth of chicks. • What they use Conventionally?: Tarpaulin of yellow colour which has no precise control on the light frequency. • What is the Speciality of Emmbi Pro
Slide 7: III. Facility Pictures
Cleansdiec CONTAMINATION-FREE PRODUCTION SYSTEM GL eSNG 1111 == ’ A
Slide 8: 2. Brand Umbrella & Product Verticals
2. Brand Umbrella & Product Verticals
Slide 9: 2.1 Emmbi's Brand Umbrella
2.1 Emmbi’s Brand Umbrella Emmbi Jalasanchay - a brand with products used for Storage, Transportation and Conservation of Water. Emmbi Krishirakshak – a brand designed to focus on the concept of “crop protection at physical level”. This helps farmers to avoid use of harmful chemicals fertilizers
Slide 10: 2.2 Product Verticals
2.2 Product Verticals Estimated Global Market : Estimated Global Market : Estimated Global Market : Estimated Global Market : 2.5 US $ Billion 36.5 US $ Billion 30 US $ Billion 4 US $ Billion The Water Conservation The Advanced Composites Currently accounting for the Products manufactured by portfol
Slide 11: Revenue breakdown
Revenue breakdown 47.75% 45.02% 42.95% 43.50% 42.00% 41.00% 38.50% 35.50% 33.43% 32.75% 30.00% 28.00% 25.00% 23.00% 20.00% 18.11% 15.75% 14.50% 6.00% 5.00% 3.75% 2.80% 3.44% 2.25% 2015 2016 2017 2018 2019 2020 Projection Past Review
Slide 12: Our Business – Product Vertical Split
Our Business – Product Vertical Split Agro Polymer B 2 C 3.10 % 6.80% Government’s large thrust for water conservation products in rural economy Water Conservation 17.50% Specialty Packaging 33.28% Leveraging experience based on huge success of our unique products - collapsible water tanks, crop cov
Slide 13: Our Business: Geographical Split
Our Business: Geographical Split MIDDLE EAST 7% EUROPE 29% THE UK 8% AFRICA Export Domestic 7% 43.82% 56.18% OCEANIA 11% AMERICAS 38% BUSINESS SPLIT AS OF 30Th SEPT, 2017 EXPORT: GEOGRAPHIC SPREAD
Slide 14: 3. Financial Performance
3. Financial Performance /’
Slide 15: Sustained growth across all financial parameters
Sustained growth across all financial parameters (₹ Millions) 2013 2014 2015 2016 2017 H1 2017 H1 2018 Revenues 1,474.72 1,680.32 1,929.10 2,176.66 2,409.89 1157.08 1307.35 200+ 44% EBIDTA 126.09 154.17 202.26 269.64 299.46 143.02 163.22 Clients Exports PAT 32.42 43.34 59.65 105.95 127.28 62.48 73.0
Slide 16: Apdx.A Sustainable Business Practices: The Emmbi Way
Sustainable Business Apdx.A Practices: The Emmbi Way
Slide 17: Our philosophy on sustained future growth
Our philosophy on sustained future growth • A focus on need identification, rather than being product-focused • Unrelenting focus on R&D capabilities for a continuous new product pipeline • Unique processes that are difficult to replicate • Focus on automation to ensure optimal manpower utilization
Slide 18: Our philosophy on sustainability
Our philosophy on sustainability Emmbi’s brand philosophy of Brighter Every Way translates naturally to Sustainability. However, to us, sustainability goes beyond the commonly understood one-dimensional, “environment-friendly” meaning. To us it means: • Sustained Business Growth • Happy Stakeholders
Slide 19: Apdx.B Emmbi's Products and Services
Apdx.B Emmbi’s Products and Services
Slide 20: Water Conservation (1/2)
Water Conservation (1/2) Canal Liners , Pond Liners , Check Dams , Flexi Tank. STRONG PRODUCT SUITE Water Conservation 17.50 % Canal Liner Check Dam Pond Liner Collapsible Pipe
Slide 21: Water Conservation (2/2)
Water Conservation (2/2) Water Conservation – Canal Liners , Pond Liners , Check Dams , Flexi Tank. STRONG PRODUCT SUITE Water Conservation 17.50 % Canal Liner 1000 Ltr Flexi Tank 500 Liter Standing Tank Open Flexi Tank
Slide 22: Advanced Composites
Advanced Composites UN FIBCs, Anti Carcinogenic Packaging , Anti-Corrosive VCI Material, Water Sludge STRONG PRODUCT SUITE Separator, Fall Arrest, Geo Cell, Nuclear Power Plant Waste Disposal. UN Certified FIBC Application of UN Certified FIBC Advance Composites 46.12 % Anti Carcinogenic Application
Slide 23: Advanced Composites
Advanced Composites UN FIBCs, Anti Carcinogenic Packaging , Anti-Corrosive VCI Material, Water Sludge STRONG PRODUCT SUITE Separator, Fall Arrest, Geo Cell. Nuclear Power Plant Waste Disposal. Anti-Corrosive VCI Application for Anti-Corrosive VCI Nuclear Power Plant Material Material Waste Disposal
Slide 24: Specialty Packaging
Specialty Packaging General Purpose FIBC, Baffle Bag, and FIBC of Different Shape Container Liner, STRONG PRODUCT SUITE PWS & Films. Specialty Packaging 33.28 % Construction FIBC Application for Construction FIBC Paper Substitute Bag Packaging Barrier Films
Slide 25: Specialty Packaging
Specialty Packaging General Purpose FIBC, Baffle Bag, and FIBC of Different Shape Container Liner, STRONG PRODUCT SUITE PWS & Films. Specialty Packaging 33.28 % “Form Stable” Conductive Application for Form Stable Conductive Liquid & Solid Container Liner Application for Liquid & Solid Container Lin
Slide 26: Agro-Polymer
Agro-Polymer Crop Covers, Silage Incubator , Mulch Films, Shade Nets. STRONG PRODUCT SUITE Agro Polymer 3.10 % Mulch Film Shade Net Silage Incubator Crop Cover
Slide 27: Apdx.C Polymer Processing Industry: Global Perspective
Apdx.C Polymer Processing Industry : Global Perspective
Slide 28: Compared to the global averages, India still has head-room for growth
Compared to the global averages, India still has head-room for growth INDIA LAGS THE WORLD IN POLYMER CONSUMPTION 109 India’s consumption of polymers is still a third of the global average. Per Capita Consumption of Polymers (Kgs.) URBANIZATION TO DRIVE CONSUMPTION As the country urbanizes and grows
Slide 29: In India, Emmbi Industries is driving this shift through unique applications
In India, Emmbi Industries is driving this shift through unique applications Conventional applications Modern applications Jute Bags PP Bags Woven Polymer Canal Liners Concrete Canal Liners Woven Polymer Flexi Tank Concrete / Metal Water Tanks Woven PP Water Sludge Separator Metal Sludge Separator T
Slide 30: Thank you
Thank you Emmbi Investor Services: info@emmbi.com
Emmbi Industries — Q2 FY2017-18 Earnings Presentation on 6ix