Himadri Speciality Chemical Ltd. · NSE:HSCL
Himadri Speciality Chemical — Investor Presentation (December 2023)
17 slides from Himadri Speciality Chemical's investor presentation, Dec 6, 2023
Slide 1: Cover letter to stock exchanges: Investor Presentation
Ref. No: HSCL/ Stock-Ex/2023-24/92 Date: 06/12/2023 E-mail: monika@himadri.com Ref: Listing Code: 500184 Ref: Listing Code: HSCL BSE Limited National Stock Exchange of India Ltd Department of Corporate Services Exchange Plaza, C-1, Block-G P. J. Towers, 25th Floor, Bandra Kurla Complex, Dalal Street
Slide 2: Cathode Active Materials Investor Presentation December 2023
Cathode Active Materials New Energy Investor Materials Presentation December 2023
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Himadri Speciality Chemical Ltd (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for a
Slide 4: Himadri LFP Cathode Vision
Himadri LFP Cathode Vision Bringing breakthrough Innovation to the Indian and Global LiB Sustainable Sourcing Industry To produce 200,000 MTPA of Lithium Iron Phosphate (LFP) Cathode Active Material, catering to 100 GWh of Li- o Long term partnership with ion Battery, in phases in 5-6 years o R&D on
Slide 5: Details of Capex Phase 1
Details of Capex Phase 1 Target Products Phase 1 Capacity Timeline Estimated Cost LFP Cathode Active 40,000 MTPA at Odisha ~Operational within ~Rs 1,125 Crores Material (of planned capacity of 27 - 36 months 200,000 MTPA) Source of Funding Revenue Turnover ROCE Working Capital Largely from internal
Slide 6: Clear Strategy to Deliver Enduring Value
Clear Strategy to Deliver Enduring Value Contributing to India’s Carbon- Stakeholder’s Promoting Neutral Revolution Value Enhancement Sustainability 01 02 03 o Lithium-ion batteries for o Sunrise sector with very o Support communities and energy storage has already strong growth trajectory customers
Slide 7: Track record of Innovative Capabilities
Track record of Innovative Capabilities R&D team spread across Advanced research Actively developing Industry experts the globe with extensive across value chain of next-generation cathode advising R&D and expertise in LiB LiBs – Lithium materials – LMFP and Business development chemistry Concentrat
Slide 8: Where we play a role
Where we play a role HIMADRI’S PRESENCE Lithium Chemicals Cathode Active Material Upstream Downstream Refining of Lithium Best in Class & Exploration & Mining Concentrate to Lithium Sustainable Cathode Cell Manufacturing Carbonate and Lithium Active Material Hydroxide Production 7
Slide 9: Bringing in a Sustainable Difference to the Battery Industry
Bringing in a Sustainable Difference to the Battery Industry Longer Life Cycle Compatibility with Lower Environment Renewable Energy Impact Better Performance over Wider Temperature Range Reduced Toxicity Less dependency on Improved Safety Cobalt 8
Slide 10: Global Battery and Global cathode
Global Battery and Global cathode Global Cathode Material Demand based on Battery Demand Global Li-ion battery cell demand, Gwh, Base case (in KT) Total Cathode Demand Base Case Scenario 9400 ~4,700 +27% per annum 6X ~1,700 3400 ~700 1400 2022 2025 2030 Mobility Stationary storage Consumer electroni
Slide 11: LiB Demand in India – Potential & Initiatives
LiB Demand in India – Potential & Initiatives Investment potential Initiatives 300 20 ACC-PLI scheme 18 250 16 14 • Outlay of USD 2.2 billion for 50 GWh of ACC manufacturing 200 12 • Manufacturing facility to be set-up under 2 years; Incentive to be disbursed 150 10 over a period of 5 years on sale
Slide 12: Cathode Material Demand Assessment based on Battery Demand in India
Cathode Material Demand Assessment based on Battery Demand in India India Cathode Material Demand (in KT) 600 499 500 400 371 294 300 230 200 180 134 84 100 0 2024 2025 2026 2027 2028 2029 2030 Total Cathode Demand Promising Case Scenario 50-55% of the Cell Costs constitute of Cathode On a Promising
Slide 13: Cathode in a Lithium-ion Battery (LiB)
Cathode in a Lithium-ion Battery (LiB) The cathode composition gives the name to the type of LiB. Lithium metal oxides such as Lithium Cobalt Oxide (LCO), Nickel Cobalt Aluminium Oxide (NCA), Lithium Cobalt Phosphate (LCP), Nickel Manganese Cobalt Oxide (NMC), Lithium Manganese Oxide (LMO) & Lithium
Slide 14: Primary Cathode Active Material Used now – NMC & LFP
Primary Cathode Active Material Used now – NMC & LFP Safety Working of LFP battery fast charging Spec. LFP batteries use lithium iron phosphate as capabilities energy the cathode material alongside a graphite electrode with a metallic backing as the anode. cost Spec. power lifespan Unlike many catho
Slide 15: Cathode Material Dynamics: Himadri's Strategic Advancements
Cathode Material Dynamics : Himadri’s Strategic Advancements Pioneering Innovation and Sustainable Growth in Cathode Material Landscape Large Global and Domestic Opportunity Market Projection : Cathode Material demand to reach 9.4 million tonnes annually by 2030 for global LiB cell production Domest
Slide 16: Himadri's ESG Target
Himadri’s ESG Target Himadri targets to achieve Net- Zero by 2050 Committed to build Sustainable Future 15
Slide 17: Thank You
Company : CIN: L27106WB1987PLC042756 Mr. Somesh Satnalika EVP - CTD & Strategy Email: ssatnalika@himadri.com www.himadri.com Thank You Investor Relations Advisors : Ms. Payal Dave : +91 9819916314 payal.dave@linkintime.co.in Mr. Bhavya Shah: +91 8082748577 bhavya.shah@linkintime.co.in www.orientcap.
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