Praj Industries Limited · NSE:PRAJIND
Praj Industries — Investor Presentation (March 2022)
34 slides from Praj Industries's investor presentation, Mar 23, 2022
Slide 1: Cover letter to stock exchanges
DATE: 23rd March, 2022 REF. : PIL/DVN/L192/2021-22 Security Code No.: 522205 Company Code- PRAJIND BSE LIMITED NATIONAL STOCK EXCHANGE OF INDIA LTD. PHIROZE JEEJEEBHOY TOWERS, EXCHANGE PLAZA, 5TH FLOOR, 25TH FLOOR, DALAL STREET, PLOT NO. C/1, G BLOCK, MUMBAI - 400 001 BANDRA-KURLA COMPLEX, Fax: 022-
Slide 2: Investor Presentation – March 2022
Investor Presentation – March 2022
Slide 3: Company at a Glance
Company at a Glance 1983 2021 38 Years of Legacy Presence across 1200+ 90+ research 4 manufacturing 100+ countries employees scientists facilities 300+ 40%+ business from ~10% 1000++ 400 + patents repeat customers Global ethanol production References/plants overseas references market share* worldwid
Slide 4: Company Overview
Company Overview
Slide 5: Company Overview
Company Overview Operational Revenue (INR Mn) • Incorporated in 1983 under the visionary leadership of technocrat 16,000 15,043 Dr. Pramod Chaudhari. 14,000 13,047 11,411 11,024 • Praj Industries Ltd. (Praj) has grown to become one of the most reputed 12,000 9,235 9.13% 8.49% and technologically adv
Slide 6: Board of Directors
Board of Directors Dr. Pramod Chaudhari – Executive Chairman As a first generation techno-entrepreneur, Dr. Chaudhari founded Praj in 1983. He dreamt and developed Praj into a world-class engineering company specialized in Agri-processing opportunities. Deeply passionate about Bio-economy and Enviro
Slide 7: Leadership Team
Leadership Team Mr. Atul Mulay (Head of Bio Energy) Mr. Ghanashyam Deshpande (President - Technology and Engineering ) Mr. Atul Mulay is working as President and Strategic Business Unit Head for Bio Energy Mr. Ghanashyam Deshpande presently heading Centre of Innovation and Applied Division and heads
Slide 8: Key Milestones
Key Milestones 1983-90 1991-98 1999-2007 2008-14 2015-22 • Inception: 1983 • Listing on BSE, NSE in 1994 • Entered South American, • Set up PRAJ Matrix – R&D • Iconic George Washington Carver Award For Dr. Chaudhari European and African Centre • Established In-house R&D • Forayed into synergistic ma
Slide 9: Manufacturing Facilities
Manufacturing Facilities Pune Unit Mumbai Unit Kandla SEZ • Infrastructure for SS, Copper and LAS (Low • Exclusively for HiPurity Systems • Stainless steel, Alloy & carbon steel products Alloy Steel) • Systems /equipment comply with and Modular skids • Area: 28,800 sqm for fabrication unit WHO / US
Slide 10: Award & Accolades
Award & Accolades 2017 2020 Individual: Dr. Pramod Chaudhari Individual: Dr. Pramod Chaudhari • Ranked 35 in ‘Globally Top 100 People List’ in Bioenergy space by Biofuels • Presitigious George Washington Carver award announced for Dr. Pramod Digest Chaudhari Corporate: • ‘Dattopant Thengdi Rashtriya
Slide 11: 1000++ References in 100+ countries
1000++ References in 100+ countries across all 5 continents.. And Still counting Europe Asia Americas India Africa Praj Industries Limited 10
Slide 12: Key Partnerships
Key Partnerships Areas Partnerships/Associations Key Objective Co-development, Academic Research IISER Pune Pune University IIT, Bombay ICT, Mumbai NCL, Pune Business growth, Market Expansion Brazil Finland Denmark Re-define India’s Customer 2G Ethanol Market Keeping Technology Technology Sweden Edg
Slide 13: Business Overview
Business Overview
Slide 14: Business Segments
Business Segments High Purity Solutions Water Systems Modular Process Systems Value Added Services Bio Energy 1G & 2G Ethanol plants Compresses Bio-Gas Future Fuel: SAF, Marine Biofuel, Bio Hydrogen etc. Engineering Businesses Critical process equipment & Skids Brewery and beverages Zero Liquid Disc
Slide 15: Bio Energy
Bio Energy Agri feedstock (sugars found in sugarcane juice, molasses, starchy grains) into bioethanol, and has registered several patents for this technology. • Offering a complete suite of solutions for the global ethanol industry like multi-feed multi-product plants, modernization of existing plan
Slide 16: Bio Energy
Bio Energy Renewable Natural Gas • Technology is in its final leg of optimization and commercial • Developed advanced bio methanation technology based on offering and it is proven to significantly reduce carbon emissions when blended with Aviation fuel. proprietary microbiological pre-treatment for
Slide 17: Engineering
Engineering Critical Process Equipment and Skids Brewery and beverages Engineering – Revenues (INR Mn) • Offering a range of static equipment such as pressure vessels, • Since its inception in 1994, the brewery division has been 4,039 reactors, shell & tube heat exchangers, columns, and other offeri
Slide 18: High Purity Solutions
High Purity Solutions Water Systems Modular Process Systems • HiPurity Systems Limited (a wholly-owned subsidiary) provides • The Modular Process Systems Business Line provides solutions value added and end-to-end integrated solutions to the to Pharma/Lifescience clients for a variety of application
Slide 19: Praj Matrix - R&D
Praj Matrix - R&D CENTRE OF EXCELLENCE • The backbone of the company’s technology development is Praj Matrix, the Innovation Centre. Bioprocess • It is a state-of-the-art facility certified by the Govt Technology of India’s Dept of Scientific and Industrial Research, equipped with 16 laboratories fo
Slide 20: Praj Matrix – Bio-Prism
Praj Matrix – Bio-PrismTM • Developing technologies for production of bio-based Renewable Chemicals and Materials (RCM). BIO-PRISM TM • RCM produced from bio based feedstock are sustainable alternatives to products made from fossil resources. • Sugary, starchy and cellulosic agri-based feedstocks al
Slide 21: New Products & Innovation
New Products & Innovation Water Footprint reduction Energy Footprint reduction Plant Capacity optimization SHIFT Alcohol MVR Maximol • High Brix fermentation technology for reduction of effluent • Reduction of thermal energy (Greenhouse gas emissions) by • Ethanol dehydration plant capacity was upgr
Slide 22: Industry Overview
Industry Overview
Slide 23: Bio Energy Industry Overview
Bio Energy Industry Overview • India’s net import of petroleum was 185 MMT at a cost of $551 Bn in 2020-21. Most of the petroleum products are used in transportation. Hence, a successful E20 program can save the country US $4 billion per annum. • Achieving energy security and the transitioning to a
Slide 24: Growth Drivers
Growth Drivers 2G Opening up of alternate route i.e. Second Generation (2G) route for ethanol production. Oil Marketing Companies are in the process of setting up 12, 2G bio-refineries with an Government initiatives 1G investment of INR 14,000 Cr. The government of India has The target of E20 blendi
Slide 25: Strategic Overview
Strategic Overview
Slide 26: Strategic Overview
Strategic Overview Leverage innovative and technology solutions in “Clean-Energy based Bioeconomy” utilizing our expertise in Fermentation Modularisation as an offering for Clean-tech and Green-tech customers to complement Leverage partnerships with renowned growth in the existing CPES business orga
Slide 27: CSR Initiatives
CSR Initiatives – Impacting Lives at Bottom of the Pyramid Environment Health Education Sustainable water resources Preventive Healthcare for rural Hands on life skills education through development women Rural schools • Widening and deepening of Streams • Preventive healthcare program • Infrastruct
Slide 28: Financial Overview
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Slide 29: Quarterly Financial Performance - Consolidated
Quarterly Financial Performance - Consolidated Particulars (INR Mn) Q3-FY22 Q3-FY21 Y-o-Y Q2-FY22 Q-o-Q Operational Income 5,856 3,478 68.4% 5,324 10.0% Total Expenses 5,346 3,080 73.6% 4,862 9.9% EBITDA 510 398 28.1% 462 10.4% EBITDA Margins (%) 8.71% 11.44% (273) Bps 8.68% 3 Bps Other Income 50 54
Slide 30: Consolidated Balance sheet
Consolidated Balance sheet Particulars (INR Mn) FY20 FY21 H1-FY22 Particulars (INR Mn) FY20 FY21 H1-FY22 ASSETS EQUITY AND LIABILITIES Non-Current Assets Equity Property, Plant & Equipment 2,167 2,064 1,992 Capital Work in progress Share Capital 366 366 367 21 6 12 Investment Property 137 137 137 Ot
Slide 31: Consolidated Historical Financial Trend
Consolidated Historical Financial Trend Revenue (INR Mn) OPERATING EBITDA (INR Mn) PAT (INR Mn) 16,000 15,043 1.2 1,400 1,277 1,000 926 1,191 14,000 13,047 1,200 900 811 1 12,000 11,411 11,024 800 704 1,000 884 9.13% 700 682 9,235 0.8 819 8.49% 10,000 600 6.16% 800 8,000 0.6 610 500 6.21% 7.75% 395
Slide 32: Order Book & Order Backlog
Order Book & Order Backlog Order book (At the end of each quarter, Values in INR Mn) Q3 Segmental Order book - INR 9,560 Mn Q3 Geographical Order book 12000 1.2 10000 9,560 1 8000 7,450 0.8 6,500 6,610 6,050 Export, 20% 6000 5,390 0.6 Engineering, 4,050 30% 4000 3,270 3,100 0.4 2,220 1,680 Bioenergy
Slide 33: Capital Market Data
Capital Market Data 1-Year Stock Performance up to 31st December 2021 260% 220% 180% 140% 100% 60% 20% -20% Jan-21 Feb-21 Mar-21 Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 Praj Sensex Shareholding Pattern (As on 31st December 2021) Dividend Pay out ratio (%) PRICE DATA (As on 31s
Slide 34: Disclaimer
Disclaimer Praj Industries Limited No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation. Such information and opinions are in all events