Indorama Ventures Public Co. Ltd. · SET:IVL
Indorama Ventures Public — Merger or Acquisition (March 2018)
8 slides from Indorama Ventures Public's merger presentation, Mar 16, 2018
Slide 1: IVL to Acquire M&G Brazil PET Assets
IVL to Acquire M&G Brazil PET Assets Entering New Continent with Brazil Debut March 16, 2018
Slide 2: Transaction Highlights
Transaction Highlights Acquisition • IVL entered into an agreement to acquire M&G’s PET assets in Brazil • World’s largest single line PET plant with proprietary ‘Easy Up’ technology • Located near Suape port in Ipojuca, Pernambuco State in northeast of Brazil Strategic Fit • Entering new continent
Slide 3: Attractive Standalone Opportunity
Attractive Standalone Opportunity Port of Suape, Brazil PET capacity 550 KMT • World’s largest single line PET plant ü Largest PET producer in Brazil and Invista CP, M&G ‘EasyUp’ with proprietary ‘Easy Up’ technology South America SSP technology Co-sited with third party ü Advantaged technology with
Slide 4: Strong Strategic Rationale
Strong Strategic Rationale IVL PET Capacity - 2018 NAM IVL PET Positions – 20181 EMEA MMt 7.0 1.5 1.5 6.0 5.5 MMt MMt 4.9 #1 PET globally 5.0 0.6 11% M&G #1 PET in EMEA 30% 27% 4.0 Brazil #1 PET in SAM PET 3.0 #2 PET in NAM 38% 34% SAM #1 PET in SEA Asia 2.0 #2 PET in India 1.0 28% 32% #1 PET in Chi
Slide 5: Supportive Market Fundamentals
Supportive Market Fundamentals South America PET Market Dynamics Capacity (KMT) 2,500 ü Strong PET demand growth vs deficit domestic capacity 2,000 1,500 Increasing capacity deficit ü M&G is the largest of 3 producers in 1,000 Brazil and SAM 500 0 ü Duties, AD regulations, incentives for 2015 2016 2
Slide 6: Strong Synergy Potential
Strong Synergy Potential Cost Synergies Cultural • Supply chain and procurement Integration • Overhead and SG&A Revenue Synergies Retaining • Customer synergies Talent • Process and product innovation People Synergies Blending • Best practice emulation Strengths • Cross fertilization 6
Slide 7: Track Record of Successful Integration
Track Record of Successful Integration Brazil - a new market for IVL Feedstock integration Serving our global customers globally Procurement synergies Customers Integration IVL Culture Cost Growth Multiple avenues for growth Low cost, efficient assets Low cost scale up opportunities Large scale, adv
Slide 8: Disclaimer
Disclaimer This presentation contains “forward-looking” statements of Indorama Ventures Public Company Limited (the “Company”)1 that relate to future events, which are, by their nature, subject to significant risks and uncertainties. All statements, other than statements of historical fact contained
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