YASH

-,papers
™
I pack it RIGHT

7 /Govt/SE-12
15th January, 2019

BSE Limited
Department of Corporate Service
Phiroze Jeejeebhoy Towers,
Dalal Street,
Mumbai - 400 001
Fax No.(022) 22722061, 41, 39, 37

Dear Sir,

Reg: Small-Cap Investor Summit 2019

This is with reference to the captioned subject, we wish to inform you that the Company
has planned & arranged a Small-Cap Investor Summit 2019 and Panel discussion on
Saturday, 19th January, 2019 at 01 :00 P .M. at NSE Limited, Sandra Kurla Complex
Sandra East, Mumbai, Maharashtra.

Kindly bring it to the notice of all concerned.

Thanking you,

Encl: As Above

Yash Papers Ltd., Yash Noga, Ayodhya 224 135. (U.P.), India Registered Office : Flat No. 202, 3A/l 72, � Nager.
P : +91 5278 208900, 208901 F : +91 5278 258062 Kanpur - 208002, (U.P.) India
E : lnfo@va!shpapers.com w : www.yoshpapers.com CIN - L24231 UPl 981 PLC005294

...
 Small-Cap
Investor Summit 2019
Mumbai
January 19, 2019
Why do we exist?
 Strategic Goal
We will be the leading global provider of
flexible and moulded compostable
food packaging by 2025.
 Does it make
business sense?
Commodity vs. Value Added
Ban on plastic is growing globally
 THE FOOD PACKAGING MARKET
A Robust and Growing $60+bn Market

An industry steadily
… with a trend for better products
growing…
Growth is supported by growing middle-class in The industry is shifting toward more

emerging markets and urbanisation globally environmentally-friendly products.

Focus on sustainability is the
strongest and most certain trend in
the industry as per TechNavia Insights
(Yash is about sustainable
packaging!)

High
growth
impact Sustainable
products

Growth impact
High
Low Water-based certainty
certainty barrier coatings

Silicone
coatings

Low
Growth both in growth
and REVENUE
VOLUME impact
(millions metric
tons)
Probability of the trend

Source: Global Food Contact Paper Market, 2014, TechNavio Insights

8
Unleashing Our
Potential

YASH
COMPOSTABLES
 THE YASH STORY
Track record of over 35 years

Products Low grammage kraft grades Low grammage kraft grades Investment towards: Specialised value added products:
+ poster paper Pulp Moulding and + Compostable Flexible Packaging
Sugar cane pulp sale + Pulp Moulds

39,100 tons
Towards 51,000 tons
+ 2.5MW + 6 MW Power
3,750 tons Pulp Mould line 2.5MW + 6 MW Power plant
plants 6,600 tons Pulp drying line + 42,900 tons / year pulp
16,000 tons + 42,900 tons / year pulp
+ 47,850 tons / year caustic
Capacity 1,940 tons 10,000 tons + 2.5 MW Power plant + 47,850 tons / year
recovery plant
Caustic Recovery Plant

1981 1992 1995 2005 2016 2022

Yash Paper is created Mumbai IPO Capacity Follow on Public Offer Pulp Moulding Project Growth 2022 plan
enhancement (FPO) (P)

Funding INR 2.5m INR 31.5m Raised INR 28.33 Crores US$ 8.4m
~ US$6.6m (@ 43 INR)

Revenues INR 77.3m INR 150.45m INR 275m INR 1,730m INR 6.392m target
(US$ 27m) (US$90m)

Notes: tons: metric tons

 11

WHY DO WE EXIST?
“My dream is to ensure that we leave people and the
planet better than we found them.”
Our Focus:

Flexible Packaging Alternates: Our paper is primarily used for food bags.
We have been working for years towards providing compostable alternates to multi
layer flexible packaging and are on the cusp of success now.

Pulp Moulds: We provide alternatives to styrofoam based products by

developing fibre based moulded products. The focus is on food services. We are the
largest producers in India and aim to emerge as the largest in the world.

Sugarcane Pulp: We provide market pulp from sugarcane waste. This

material is wonderful for moulding and for specialised packaging paper applications.

Value from Waste: We produce egg trays from waste sludge, Fuel pellets
from waste pith. Fillers from Lime Sludge and looking to create construction
materials from rice husk ash.

Bio-based Energy: We continue to be 100% based on captive energy

“Focus on your dreams, work hard… through biomass using rice husk, bagasse pith and effluent.

and results will be guaranteed” Chemical Recovery: We recover over 95% of our cooking chemicals through
a conventional chemical recovery process.

Late KK Jhunjhunwala,
Founder of YASH Papers,
3 decades of experience innovating in the paper industry
Ved Krishna
Executive Vice Chairman
 Our financial journey
Maximising value creation
▪ Strong execution-driven commercial
ENHANCING EXPANDING
performance capacities revenues
Business anchored on the ▪ Tight leash on cost headwinds
long-term
▪ Setting platform for dividend ECONOMISING ENLARGING
costs profitability
distribution

H1FY19 vs. H1FY18 FY18 vs. FY17

Parameter Apr-Sep 2018 Apr-Sep 2017 Growth Parameter Apr-Sep 2018 Apr-Sep 2017 Growth
(%) (%)
Revenue from 120.92 99.99 20.93% Revenue from 202.95 183.21 10.77%
Growth-oriented financial operations operations
performance Operating profit 17.58 15.44 13.86% Operating profit 39.07 29.69 31.59%
Profit for the 8.49 7.05 20.43% Profit for the 12.48 7.79 60.21%
period period
EPS (Rs.) 2.41 2.11 14.22% EPS (Rs.) 3.54 2.41 46.89%
All figs in Rs. cr unless otherwise stated

5-year Mkt. Cap Trend (Source: BSE)

Book Value Per Share (Rs.)

Positive shareholder 2017-18 2016-17

metrics 20.75 17.38

BSE Sec. Code: 516030

 Framework for the future
Exciting times ahead

Investing to Create Value Strengthening Performance Reinforcing Balance Sheet

▪ Strong product R&D ▪ Robust earnings growth ▪ Emphasis on debt optimisation

▪ Strategic capacity re-allocation to momentum ▪ Working on targeted debt-
value-added packaging paper ▪ Disciplined cost management EBIDTA reduction
▪ Focused margin profile
transformation
Thank you!