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Emmbi IndustriesLimited
InvestorPresentation|September2015
Disclaimer
This is not an investment recommendation, and this presentation contains forwardlooking statements, identified by words such
as plans, expects, will, anticipates, believes, intends, projects, estimates and so on.
All statements that address expectations or projections about the future, but not limited to the Companys strategy for growth,
product development, market position, expenditures and financial results, are forwardlooking statements. Since these are
based on certain assumptions and expectations of future events, these are subject to extraneous, as well as other factors. You
are required to do your own research prior to making any strategic or commercial decisions based on this presentation. Neither
the Company or its Directors, Management and/or Employees can be held liable for decisions made by the readers.
Contents
1. CompanyOverview
2. PerformanceUpdate
3. LookingAhead:Industry
1.
CompanyOverview
Abriefhistoryofwhoweareand
whatwedo
Twodecadesofinnovation
EmmbiIndustriesLimited(earlierEmmbiPolyarnsLimited) isoneoftheregionswellestablishedbrandsinthefieldofwovenpolyethylene
andpolypropyleneproductmanufacturing.WemakeandsellFIBCs,FlexibleLiners,GeoTextile,SpecialtyPackagingandvariouswoven
polymerbasedproductslikeContainerLiners,ProtectiveIrrigationSystem,CanalLiners,CarCoversetc.
Emmbiispromotedbyfirstgenerationentrepreneurs,Mr.Makrand Appalwar andMrs.Rinku Appalwar,wasestablishedinNovember
1994. Sincethen,Emmbihasgrownfromstrengthtostrength,growingintoaleadingplayerintheareaofwovenpolymericproducts.
1997
Firstproductionrun
tookplacein1997
LaunchoffirstPWC
packagingforthe
FMCGsegment
IndiasfirstPWC
Wovencompanyto
getISO9000
certification
2000
Launchof'Heat
Stable'packaging
LaunchofSpecialTear
Proofpackaging
India'sFirstin'Poly
Jute'packagingfor
Teas
2005
6,000MTPAcapacity
implementation
LaunchofGreen
FIBCatAmsterdam
DesignofEmmbi
FlexiTank
Designand
Developmentofthe
WorldsFirstCattle
SafeCanalLiner
2010
ListedontheBSE,andNSE
withabaseof9,000+
shareholders
ImprovedreachinEuropewith
strategicalliances
Capacityexpansionto18,200
MTPA
LaunchofEmmbi FlexiTank
Crossed 500millionin
exports
LaunchofIndiasfirstGreen
FIBCwithasinglewoven
polymer
2015
Crossed1billionin
exports
WaterConservation
businessinfullswing
LaunchofAgri
Businessforthecrop
protectionsystem.
Oneofthemajor
importsubstitute
Globalreach
Fromrelativelysmallbeginnings,Emmbi
Industrieshasgrownintoaglobalcompany
thatservesoverthirtyimportantmarkets
acrosstheworld.
Strongproductsuite
Emmbi Industrieshasawiderangeofproductsthat
servearangeofindustriesandapplications,across
theworld.
WIDEGEOGRAPHICSPREAD
STRONGPRODUCTSUITE
Water
Conservation,
14.50%
Agri Products,
2.25%
Advance
Composites,
35.50%
Speciality
Packaging,
47.75%
Whatmakesusstandout
Strongresearch
&development
Adiverse
productsuite
Apanglobal
presence
Withaviewtoadding
continuousvaluetoanotherwise
commoditylikebusiness,Emmbi
hasalwaysplaceddue
importanceoninhouseR&D
efforts.Thishasletuscomeup
withastringofcontinuous
innovationsoverourhistory,
besidesgivingusthefirstmover
advantageinmanycategories.
Closelylinkedtoourinhouse
R&Dcapabilitiesisourdiverse
suiteofinnovativeproduct
applications.
Finally,themarketsthatEmmbi
servesarenotlimitedtojustone
countryorregion.Emmbi hasa
healthymarketpresenceacross
allthemajormarketsofthe
worldincludingtheAmericas,
Europe,OceaniaandAsia.
Theresultistheabilityto
capitalizequicklyonemerging
opportunitiesinthemarket.
Inadditiontothespecialty
packagingapplications,Emmbi
hasarangeofproductsinthe
advancedcompositessegment
andismakingquickinroadsinto
emergingopportunitiessuchas
waterconservationand
agriculture.
Theseopportunitiesarelikelyto
assumeglobalimportanceinthe
yearstocome.
Wehavestrongpartnershipsin
allthemarketsweserve,that
ensureourproductsarealways
availabletoourcustomers.
Theresultisourriskdueto
fluctuationsinregionalmarkets
isreasonablymitigated.
2.
PerformanceUpdate
Asummaryofourfinancial
performanceforthelastfive
years,andoutlookfortheyears
ahead.
Consistentgrowth
Sinceitsinception,andespeciallyinthelastfewyears,Emmbi hasshown
consistentgrowthinallfinancialparameters.Weexpectthismomentumto
continueintheyearstocome
(in Millions)
2011
Revenues
2012
2013
2014
2015
2016Q1
478.72
EBIDTA
76.09
99.47
126.09
154.17
202.26
63.11
NI
26.61
33.09
32.42
43.34
59.65
21.63
Capital&
Reserves
468.82
504.27
543.76
581.92
634.39
655.91
TotalAssets
Poisedforthefuture
Continuousimprovementsinourprocessesbringsinefficienciesandin
turn,continuallybetterreturnsforourinvestors.Thiscontinuous
improvementhasbroughtaconsiderablemomentumforbettergrowthin
theyearstocome.
Op.Metrics
2011
2012
2013
2014
2015
2016Q1
EBIDTAMargin
9.80%
9.48%
8.55%
9.68%
10.97%
13.18%
NetMargin
3.43%
3.15%
2.20%
2.58%
3.09%
4.52%
ROA
3.15%
3.12%
2.55%
3.07%
3.82%
1.29%
ROE
5.68%
6.67%
5.96%
7.45%
9.36%
3.30%
EPS
1.56
2.01
1.91
2.45
3.37
1.22
BV
Eveninourcorepackagingbusiness,weexpectthe
moreupstream,specializedlikeproductsVCIpackaging
toaddvaluetoourbusiness.
3.
LookingAhead:Industry
Ouroutlookforthepolymer
industry andourbusiness in
theyearstocome
TheIndustry
Aslifestyleschangeplacegreaterdemandfor
convenience,thedemandforpolymerswillcontinue
togrow.Weexpectthatby2020,theconsumptionof
polymerswouldgrowto540millionTPAfromthe
currentXXX
ConsumptionofPolymers(millionTPA)
540
365
196
160
7
1960
62
1980
2000
2005
2010
2020
TheIndustry
PercapitaconsumptioninmarketssuchasChina,
BrazilandIndiaiswellbelowthatinthemore
developedcountrieslikeUSA,whichindicates
significantroomforgrowth.
109
PerCapitaConsumptionofPolymers(Kgs.)
45
32
30
10
USA
China
Brazil
India
WorldAverage
Howweexpecttogrow
1.SpecialtyPolymers
2.NewBusinessLines
3.GlobalExpansion
4.NewMarkets
Thankyou
InvestorServices:
Kaushal Patvi |CompanySecretary
kaushal.patvi@emmbi.com