Slide 1: Cover letter to stock exchanges: Q2 FY19 Earnings Presentation
VEL/IP/19/11/2018 19th November, 2018 The General Manager-Listing The General Manager-Listing National Stock Exchange Limited Bombay Stock Exchange Limited Exchange Plaza, Bandra-Kurla Complex Phiroze JeejeeBhoy Towers Bandra(E) Mumbai-400051 Dalal Street Fort, Fax:- 022-26598235/36 Mumbai-400001 NS
Slide 2: Vikas Ecotech Limited Corporate Presentation Q2FY19
Vikas Ecotech Limited Corporate Presentation Q2FY19
Slide 3: Shareholder Value Creation through a De-Risked Business Model
Shareholder Value Creation through a De-Risked Business Model New Product o R&D team innovating several new compounds for testing & eventual introduction in Development the market o Introduced new alternative to lead stabiliser, apart from Organotins: Calcium Zinc stabiliser o Demerger approval by N
Slide 4: De-Merger to Significantly Unlock Value
De-Merger to Significantly Unlock Value KEY BENEFITS FROM DEMERGER Specialty Compounds Vikas EcoTech o Higher EBITDA margins for Vikas EcoTech from (High Margin Segments) concentrated focus on specialty chemicals Specialty Additives o Lower revenue fluctuations in standalone business as trading segm
Slide 5: Backward Integration to ensure Scalable Organotin Production
Backward Integration to ensure Scalable Organotin Production TGA (Thioglycolic Acid) 2-EHTG (2-Ethylhexyl Thioglycolate ) Organotins Technical Tie with a Leading Buying Established Manufacturing Increased Organotin Production German Manufacturer Facilities o One of the world’s leading o In talks wit
Slide 6: Exploring Options to Increase US Sales
Exploring Options to Increase US Sales Methyl Tin USA has imposed USA has indicated GLOBAL USA is the largest Mercaptide a 10% duty on an increase in • 7,000 consumer of duty on Chinese MT/ annum • 140,000 (Organotin) is a Chinese Organotin chemicals by an MT/ annum FDA Compliant chemicals until sta
Slide 7: Other Strategic Updates
Other Strategic Updates National Green Tribunal o NGT has Instructed Ministry of Environment, Forests & Climate Changes (MoEF & ruling on Lead in PVC CC) to finalise standards for usage of Lead in PVC pipes along with Bureau of Indian pipes Standards (BIS) and implement a complete phase out of Lead
Slide 8: Q2FY19: Stable Performance Amid Supply Constraints
Q2FY19: Stable Performance Amid Supply Constraints Demerged financial statements 7
Slide 9: Standalone Balance Sheet
Standalone Balance Sheet ASSETS (INR Mn) H1 FY19 FY18 EQUITY AND LIABILITIES (INR Mn) H1 FY19 FY18 Non-current assets Equity Property, plant and equipment 290 272 Equity share capital 280 280 Financial assets Other equity 1,138 1,012 Loans 5 5 Investments - 48 Non-current liabilities Deferred tax as
Slide 10: For further information, please contact
For further information, please contact - Ms. Sheetal Khanduja Go India Advisors +91 9769364166 sheetal@goindiaadvisors.com Ms. Tanya Khosla Go India Advisors +91 9769387813 tanya@goindiaadvisors.com Vikas Ecotech Limited 9 Q2FY19 Corporate Presentation