Jindal Poly Films Limited · NSE:JINDALPOLY
Jindal Poly Films — Investor Presentation (February 2023)
23 slides from Jindal Poly Films's investor presentation, Feb 18, 2023
Slide 1: Exchange filing cover letter for investor presentation
I Fl • Plot \\lo i 2. Sei:tor B-1, Local Shopping Complex, Vas,'l,t Kunj, N,•w Delhi · 1 morn (INDIA) Phon� . 011-40321.100 f:x1' : (9H1) 40322129 W b. : www.jindalgroup.com JPFL/DE-PT/SE/2022-23 18th February 2023 The Manager, Listing National Stock Exchange of India Ltd. Exchange The Manager Listi
Slide 2: Jindal Poly Films Limited Investor Presentation February 2023
Jindal Poly Films Limited Investor Presentation February 2023
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Jindal Poly Films Ltd (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securiti
Slide 4: Table of Contents
Table of Contents 01. Company Overview 04 02. Industry Overview 07 03. Business Overview 10 04. Financial Highlights 18 05. ESG Initiatives 21 3
Slide 5: Company Overview
Company Overview
Slide 6: Who We Are
Who We Are Global flexible packaging solutions provider for consumer goods 01 ▪ Leading Indian manufacturer of BOPP, BOPET, CPP and other highly engineered films for various downstream applications and secondary processes ▪ Amongst the large manufacturers of BOPP & BOPET films in India and globally
Slide 7: Journey so far…
Journey so far… Initial Phase Expansion Phase Growth Phase • 1985 - Commenced manufacturing POY • Started non- woven fabrics business at Bulandshahar • Diversified into CPP, Thermal films and Capacitor films business • 1996 - Started manufacturing Thin • Setting up India’s first pilot line for R&D B
Slide 8: Industry Overview
Industry Overview
Slide 9: Industry Growth Drivers
Industry Growth Drivers Well placed to capitalize industry opportunities Light packaging to replace Digitalization and Internet E-commerce metal cans and cartons of Things (IoT) everywhere Sustainable packaging Increase in at-home food Innovative packaging solutions consumption ▪ BOPP and BOPET ▪ Di
Slide 10: Global Packaging Market
Global Packaging Market Global Packaging Market (in $bn) 492.30 Factors Driving Growth 369.20 2022 2030 Consumer Flexible Consistently Fast Behavior Packaging Evolving India Packaging Films : 2022 - 2032 (in $bn) Growing EM Changing buying and Demand Technology consumption pattern – 21 Increasing de
Slide 11: Business Overview
Business Overview
Slide 12: Why “Jindal Poly Films”
Why “Jindal Poly Films” Strong growth in Very strong financials with core products in potential to encash market domestic market with opportunities significant export potential Strong focus on cost Well-positioned for long reduction and term growth momentum leveraging economies of scale Diversified
Slide 13: Our presence in Flexible Packaging Value Chain
Our presence in Flexible Packaging Value Chain Value added Customization & Raw Material Film Production End Markets Products Converting ▪ PET resins ▪ Extrusion ▪ Coating ▪ Printing & ▪ Flexible food ▪ PP resins ▪ Casting ▪ Thermal laminating packaging for snacks, ▪ Roll stock coating confections, b
Slide 14: Films Business Evolution
Films Business Evolution Continuously adding New Product Segment Capacitor Lamination CPP Thermal Coating Coating Metalising Metalising BOPP BOPP BOPET Thick BOPET Thick BOPET Thick BOPET - Thin BOPET - Thin BOPET - Thin 1985 - 2000 2001-2013 2014-2023 Initial Phase Expansion Phase Growth Phase 13
Slide 15: Products
Products Product Portfolio BOPP BOPET CPP Dimensional stability, high tensile strength, good Strong barrier to moisture, odour and gases. It has High clarity & gloss, resistance to grease & oil, Description stiffness, excellent printability. high tensile strength, thermal and chemical stability, goo
Slide 16: Specialty Products
Specialty Products Metallized Films Coated Films Thermal Lamination Films Capacitor Films High density and metal bond Solvent free coatings, excellent High bond strength and moisture Homogenizes in thickness , low strength, high water vapour and optics & consistency, good barrier barrier, matte fini
Slide 17: Non-Woven Fabrics
Non-Woven Fabrics Products Various Application of Nonwoven Fabric Spunbond (SSS) Fabrics Spunmelt (SSMMS) Fabric 3 layered 100% Polypropylene 5 layered (3 SSS + 2 meltblown) 100% manufactured using 3 beams and latest Polypropylene manufactured using 5 Description generation technology, ‘Reicofil 4s’
Slide 18: Geographical Presence
Geographical Presence Sales and distribution network presence Manufacturing Facility & Innovation Center Exports to 80+ countries across geographies Strong network of agents & Distributors 17
Slide 19: Financial Highlights
Financial Highlights
Slide 20: Q3 & 9M FY23 Consolidated Financial Highlights
Q3 & 9M FY23 Consolidated Financial Highlights Rs. in Crore Q3 FY23 Q2 FY23 Q3 FY22 9M FY23 9M FY22 Revenue from Operations 887 1,414 1,359 3,893 4,157 Other Income 74 229 21 417 146 Total Income 961 1,643 1,380 4,310 4,303 Cost of Materials Consumed 729 956 856 2,716 2,649 Purchase of stock-in-trad
Slide 21: Q3 & 9M FY23 Revenue Breakup
Q3 & 9M FY23 Revenue Breakup Q3 FY22 Q3 FY23 89% 74% 11% 11% 15% 9M FY22 9M FY23 89% 82% 11% 8% 10% ▪ Packaging Films ▪ Non- Woven Fabrics ▪ Others* 20
Slide 22: ESG
ESG Environment ▪ BRC and ISO certified ▪ Collaboration with converters to optimize packaging structures to reduce quantum of plastic used ▪ Continuous focus on conservation projects - use of renewable energy and waste reduction Social ▪ Creating positive impact on communities through sustainable in
Slide 23: Thank You
Thank You Company : Investor Relations Advisors : Jindal Poly Films Ltd. Adfactorspr Pvt. Ltd. CIN: L17111UP1974PLC003979 Mr. Amit Sharma Ms. Vaishali Singh -Compliance Officer amit.sharma@adfactorspr.com cs_jpoly@Jindalgroup.com Ms. Disha Shah disha.shah@adfactorspr.com www.jindalpoly.com www.adfac
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