Oriental Aromatics Limited

INR 19,125.3

r companies. The company is listed on both NSE and BSE with an approximate Market Capitalisation of INR 19,125.3 Mn as on 30th June, 2022. • • • Business Mix • Aroma Chemicals and Camphor - Ranging from Pinen

7,900 MT

FMCG companies. Manufacturing Plants & Capacities Aroma Chemicals and Camphor: • Bareilly, U.P. – 7,900 MTPA • Vadodara, Gujarat - 6,200 MTPA Flavours and Fragrances: • Ambernath, Maharashtra - 6,000 MTPA

6,200 MT

lants & Capacities Aroma Chemicals and Camphor: • Bareilly, U.P. – 7,900 MTPA • Vadodara, Gujarat - 6,200 MTPA Flavours and Fragrances: • Ambernath, Maharashtra - 6,000 MTPA R&D Facilities • Centre for Inn

6,000 MT

– 7,900 MTPA • Vadodara, Gujarat - 6,200 MTPA Flavours and Fragrances: • Ambernath, Maharashtra - 6,000 MTPA R&D Facilities • Centre for Innovation at Mumbai • Process re-engineering lab at Vadodara

INR 8,688

at Mumbai • Process re-engineering lab at Vadodara FY22 Consolidated Financials Op. Income INR 8,688 Mn PBT INR 759 Mn EBITDA INR 925 Mn Net Profit INR 533 Mn EBITDA Margin 10.65% EPS INR 15.84

INR 759

ocess re-engineering lab at Vadodara FY22 Consolidated Financials Op. Income INR 8,688 Mn PBT INR 759 Mn EBITDA INR 925 Mn Net Profit INR 533 Mn EBITDA Margin 10.65% EPS INR 15.84 ROCE 12.51% ROE

INR 925

g lab at Vadodara FY22 Consolidated Financials Op. Income INR 8,688 Mn PBT INR 759 Mn EBITDA INR 925 Mn Net Profit INR 533 Mn EBITDA Margin 10.65% EPS INR 15.84 ROCE 12.51% ROE 8.81% 2 3 Compa

INR 533

Y22 Consolidated Financials Op. Income INR 8,688 Mn PBT INR 759 Mn EBITDA INR 925 Mn Net Profit INR 533 Mn EBITDA Margin 10.65% EPS INR 15.84 ROCE 12.51% ROE 8.81% 2 3 Company Overview Company O

10.65%

s Op. Income INR 8,688 Mn PBT INR 759 Mn EBITDA INR 925 Mn Net Profit INR 533 Mn EBITDA Margin 10.65% EPS INR 15.84 ROCE 12.51% ROE 8.81% 2 3 Company Overview Company Overview • The Fragrance

INR 15.84

e INR 8,688 Mn PBT INR 759 Mn EBITDA INR 925 Mn Net Profit INR 533 Mn EBITDA Margin 10.65% EPS INR 15.84 ROCE 12.51% ROE 8.81% 2 3 Company Overview Company Overview • The Fragrance and Flavours busi

12.51%

BT INR 759 Mn EBITDA INR 925 Mn Net Profit INR 533 Mn EBITDA Margin 10.65% EPS INR 15.84 ROCE 12.51% ROE 8.81% 2 3 Company Overview Company Overview • The Fragrance and Flavours business of Ori

8.81%

n EBITDA INR 925 Mn Net Profit INR 533 Mn EBITDA Margin 10.65% EPS INR 15.84 ROCE 12.51% ROE 8.81% 2 3 Company Overview Company Overview • The Fragrance and Flavours business of Oriental Aroma

“Terpineol Dipentine Isoborneol Isobornnyl Acetate Ketone 101 Isobornyl Acetate Camphor 15 Aroma Chemicals Industry Overview • The global aroma chemicals market size was valued at USD 6.1 billion in 2021 and is expected to expand at 6% CAGR to reach USD 8.7 billion in 2027.”

“• Global Camphor Market size is expected to reach around USD 500 million by 2025, after growing at a CAGR of 5.5% during 2020-2025.”

“19 Flavours & Fragrance Industry Overview • The global flavours and fragrances market was valued at USD 29.6 Billion in 2021 and is expected to reach USD 37.8 Billion by 2027, at 3.94% CAGR.”

“• The fragrance market in India is expected to reach ` 139.44 billion by 2024, expanding at a compound annual rate of 15.93% during the forecast period, from its 2019 value of 66.58 billion.”

“• The fragrance market in India is expected to reach ₹ 13,944 Crore by 2024, at 16% CAGR.”

“• The India flavours market is expected to reach ₹ 5,978 Crore by 2027, at 9% CAGR.”

“Global flavours and fragrances market (USD Bn) 37.8 29.6 Source: Flavors and Fragrances Market Size, Share and Forecast 2022-2027 (imarcgroup.com) 2021 2027 20 Fragrance Compounds • A Fragrance compound, also known as an odorant, aroma, is a chemical compound that has a smell or odour.”

Aroma Chemicals and Camphor

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Flavours and Fragrances

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Growth Drivers

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Applications

1

Isobornyl Acetate

1

Oriental Aromatics Ltd. Disclaimer

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Valorem Advisors Disclaimer

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Flavours and Fragrances

• Ambernath, Maharashtra - 6,000 MTPA R&D Facilities • Centre for Innovation at Mumbai • Process re-engineering lab at Vadodara FY22 Consolidated Financials Op. Income INR 8,688 Mn PBT INR 759 Mn EBITDA INR 925 Mn Net Profit INR 533 Mn EBITDA Margin 10.65% EPS INR 15.84 ROCE 12.51% ROE 8.81% 2 3 Company Overview Company Overview • The Fragrance and Flavours business of Oriental Aromatics was founded by Mr. in 1955 and has been nurtured and handed down to three Keshavlal Bodani generations of the Bodani’s. • In August 2008, Oriental Aromatics’ promoters acquired a controlling stake of 57.66% in the listed entity of Camphor & Allied Products Ltd.(CAPL), a key supplier specialty aroma chemicals. Furthermore in April, of Camphor and other 2017,Oriental Aromatics was fully amalgamated into the listed entity and thereafter, the name of CAPL was changed to Oriental Aromatics Limited (OAL). • Today, The Company is one of the largest manufacturers of variety of specialty based aroma chemicals,

Growth Drivers

• Increasing demand for health and wellness foods, government regulations, ban on the use of synthetic flavours are fuelling the growth of natural aroma chemicals. • The suitability of natural flavours in wider applications, additional health benefits of certain natural flavours, and advanced technological innovations are the key factors driving the market for aroma chemicals.

Applications

• Can be found in food, wine, spices, essential oils, perfumes and fragrance oils. These compounds have a considerable role in the manufacturing of flavours and fragrance. Source: Global Aroma Chemicals Market Report, 2021-2028 (grandviewresearch.com) Global Market for Aroma Chemicals, 2021-2023 (USD Bn) 0 7 8 . 0 1 6 . 2021 2023 16 Aroma Chemicals • Every aroma has a specific need and a unique characteristic. Whether it’s going to be used to mask, mimic or maximise a taste or smell, is key. • Each aroma molecule can be adapted to suit a variety of products and offer their own signature fragrance. After all, an aroma of a product is it’s essence. • OAL has the ability to manufacture aroma ingredients from bulk to specialty grade at its manufacturing facility in Bareilly and Vadodara. • OAL has had a longstanding relationship to supply a broad spectrum of aroma chemicals that are used in flavours and fragrances to global majors like IFF, Givaudan, Symrise etc. 1 2 3 4 5 Musk polycyclic

Isobornyl Acetate

AB08031 • Isoborneol: AB08011 • Terpineol: AB08019 • Terpinyl Acet: AB08033 Specialty Aroma Chemicals • Astromeran: AB08066 • Captaite: AB15142 • Rose Nitrile: AB15143 • Sealone: AB18006 • Safranal: AB15139 • Harbacyclohexane: AB18010 • Amber Coeur: AB18009 Generics offered by Specialty Chemicals Division • Esters of Allyl alcohol • Esters of Geraneol & Citronellol • Esters of Phenyl Acetic acid, Cinnamic acid • Esters of Cinnamic alcohol & Cyclohexanol • Esters of Para cresol & Phenyl Ethyl alcohol • Aromatics ethers like Nerolin crist, etc. • Phenoxyethyl Isobutyrate • Nitriles of various Aldehydes Like c12 Lauric, c10, Citronellyl Nitrile 17 Camphor • OAL is one of the prominent manufacturers of Camphor in India. • Camphor is a waxy, flammable, white or transparent solid with a strong aroma. • • It can be produced from alpha-pinene, which is abundant in the oils of coniferous trees and can be distilled from turpentine produced as a side product of chemical pulping. It is primarily u

Oriental Aromatics Ltd. Disclaimer

No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation. Such information and opinions are in all events not current after the date of this presentation. Certain statements made in this presentation may not be based on historical information or facts and may be "forward looking statements" based on the currently held beliefs and assumptions of the management of Oriental Aromatics Limited., which are expressed in good faith and in their opinion reasonable, including those relating to the Company’s general business plans and strategy, its future financial condition and growth prospects and future developments in its industry and its competitive and regulatory environment. Forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual results, financial condition, performanc

Valorem Advisors Disclaimer

Valorem Advisors is an Independent Investor Relations Management Service company. This Presentation has been prepared by Valorem Advisors based on information and data which the Company considers reliable, but Valorem Advisors and the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Valorem Advisors also hereby certifies that the directors or employees of Valorem Advisors do not own any stock in personal or company capacity of the Company under review. Mr. Anuj Sonpal Valorem Advisors Investor Relations Management Tel: 91-22-4903 9500 Email: oriental@valoremadvisors.com 31 Thank You