Asahi Songwon Colors Limited

14,400 MT

se Team strength of 580+ people 40+ number of customers served Manufacturing capacities – 14,400 MTPA 2,400 MTPA Red and Yellow Pigments Blue pigments A s a h i S o n g w o n C o l o r s L i m i

2,400 MT

ength of 580+ people 40+ number of customers served Manufacturing capacities – 14,400 MTPA 2,400 MTPA Red and Yellow Pigments Blue pigments A s a h i S o n g w o n C o l o r s L i m i t e d Our

₹33.50 crore

n and supply agreement with DIC Japan • 2007 – The company went public and successfully raised ₹33.50 crores from IPO. • 2008 – Enhanced capacities of CPC blue crude from 3,000 TPA to 7,000 TPA and setup

90%

s currently serving customer across 22 countries Revenue contributions from top 5 customers - 90% Revenue contributions from top 5 customers - <75% Continuous investments made towards making t

75%

Revenue contributions from top 5 customers - 90% Revenue contributions from top 5 customers - <75% Continuous investments made towards making the business sustainable Reducing costs and Rampi

rs,

Reducing costs and Ramping up operations End use industry diversification - Over the last few years, the revenue contributions from the ink industry have come down from more than 90% to ~ 55% A s a

55%

ew years, the revenue contributions from the ink industry have come down from more than 90% to ~ 55% A s a h i S o n g w o n C o l o r s L i m i t e d Strong Global Footprint • List of countries w

56%

ICO 16. PHILIPPINES 17. SINGAPORE 18. TAIWAN 19. UAE 20. UK 21. VIETNAM • revenue contributions 56% from exports in FY22 1 • ••••• . .. .. . ~- . . ········~·.•··•:•:-·:-· .. ·.·.·~•:•:-·:-·

80%

years • We have not lost a single customer in our more than 3 decades of existence • More than 80%of business is repeat business SunChemicar Supply agreement since last 16 years OTHER MARQUEE

rs 9

INGS W.9.!U-Q J J Jmulticel A s a h i S o n g w o n C o l o r s L i m i t e d Board of Directors 9 Mrs. Paru M. Jaykrishna Mr. Gokul M Jaykrishna Mr. Arvind Goenka Mr. Jayprakash M Patel CHAIRPER

70%

nt force in the markets by continuously taking share away from China, which contributed more than 70% share in phthalocyanine pigments. Today India caters to more than 70% of phthalocyanine pigment r

100%

requirements across the globe. 12 • One of largest manufacturer of CPC Blue crude globally • 100% revenue contributor for the company till Q3FY21 • Major raw materials – Phthalic Anhydrite & C

“stake Asahi Songwon Colors will 11% acquire an additional in Atlas Life Sciences Private Limited each year for the next two years based on performance metrics, bringing the company's equity stake to 100% by the end of FY25.”

“The greenfield project is estimated to cost t 55 crores and will be funded through a combination of internal accrual and debt.”

“A s a h i S o n g w o n C o l o r s L i m i t e d Pregabalin (PG) - Industry Landscape 19 The global consumption of PG is 1,430 T growing at 10% CAGR.”

Products manufactured

2

SUB

1

SUB

INVESTOR PRESENTATION FOR O4FY22 REF: REGULATION 30 (6) OF THE SEBI (LISTING OBLIGATIONS AND DISCLOSURE REQUIREMENTS) REGULATIONS, 2015 Dear Sir /Madam, Pursuant to Regulation 30(6} of the SEBI (Listing Obligation and Disclosure Requirements} Regulation 2015, we are enclosing herewith Investor Presentation on the Company's Financial Performance of Q4FY22. The said presentation will also be made available at the website of the Company at www.asahisongwon.com. This is for your information and records. Thanking you, Yours faithfully, F~ ASAHI SONGWON COLORS LIMt F:D <' ' ~ SAJI JOS~PH Company Secretary and Compliance Officer ' '.(~/ .~\~\ .· ''J.f}! '/I · :;..,'" Encl: As above CIN: L24222GJ1990PLC014789 Regd. Office: "Asahi House", 13, Aaryans Corporate Park, Nr. Shilaj Railway Crossing , Thaltej-Shilaj Road , Thaltej , Ahmedabad-380 059, Gujarat. India Tele : 91-79 6832 5000 •Fax : 91 -79 6832 5099 • Web Site: www.asahisongwon .com Asahi Songwon Colors Ltd. ~~ ISO14001 :2015 Registered

Products manufactured

Phthalocyanine Pigments Waste and effluent treatment facilities available • CPC Blue crude • Beta Blue • Alpha Blue Available capacities • 10,200 TPA CPC Blue crude • 3,600 TPA Beta Blue • 600 TPA Alpha Blue No forced pollution shutdown in the last decade Cl Green cover around factory premises A s a h i S o n g w o n C o l o r s L i m i t e d Azo Pigments - Growth Driver 14 At Asahi Songwon has entered into a joint venture with UK’s leading colour manufacture Tennants Textiles Colours Limited (TTC) to manufacture red, yellow and orange Azo pigments. WHY AZO PIGMENTS CHINA +1 A STRONG TAILWIND The global organic and specialty pigment market is estimated at $5 billion and Azo is the largest in volume. High demand that is largely met through imports from China Domestic manufacturing will ensure lower cost of production Very few operational player in the segment 25% 20% 55% Azo Pigments ■ ■ Phthalocyanine Pigments HPP & others ■ Global customers Looking to shift from China • China accounts

Products manufactured

Azo Pigments Waste and effluent treatment facilities available Situated on 60,000 sq. mt. plot Capacities expandable upto - 10,000 TPA Available capacities • 1,200 TPA Red Pigments • 1,200 TPA Yellow Pigments Team strength of 80 people Phase 2 brownfield capex to begin after reaching 50% capacity utilization levels Available area for further expansion to meet future demand requirements A s a h i S o n g w o n C o l o r s L i m i t e d Acquisition of Atlas Life Sciences 17 SALIENT FEATURES FINANCIAL HIGHLIGHTS Incorporated in 2004 80 - member team strength ABOUT ATLAS LIFE SCIENCES PRIVATE LIMITED Atlas is a leading manufacturer of Anti-convulsant, Anti-psychotic and Anti-diabetic APIs with a strong focus on product and process research. Key Products include • Pergabalin • R-Compound • Levosulpiride • Amisulpride • Glicazide • Phenylephrine under research 10 products and development, including 6 new molecules and intermediates for existing products Market leader in Pregabalin Establishe