KOTYARKNSENovember 18, 2022

Kotyark Industries Limited

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Key numbers — 40 extracted
13%
output productivity across the industry 1,82,500 KL Annual production capacity of 1,82,500 KL. ~13% Currently operating at ~13% utilization levels, providing significant headroom to grow from exi
99%
ALYST Transesterification Separation GLYCERIN Washing Dr ying BIODIESEL Output (Yields up to 99%) 100 Liters Biodiesel + 14 Liters Crude Glycerin kotyark.com 10 Company Overview - Core Comp
1%
blending in diesel and premium category speed-diesel. At present blending in biodiesel less than 1%, with Indian Government setting a goal to take this level to 5% by 2030. Bulk buyers include tran
5%
t blending in biodiesel less than 1%, with Indian Government setting a goal to take this level to 5% by 2030. Bulk buyers include transport contractors, mining companies and industries. Traditional
rs,
overnment setting a goal to take this level to 5% by 2030. Bulk buyers include transport contractors, mining companies and industries. Traditionally, biodiesel trades cheaper than diesel in India, off
12%
opportunity to cut costs. Further, since biodiesel falls under The GST Act, 2017, input credit of 12% can be availed by buyers. The Company operates mobile retail outlets (MRO) of biodiesel under it
46.79 Billion
19 Industry Opportunity Global Biodiesel Opportunity Global Biodiesel Market stood around USD 46.79 Billion by revenue, at the end of 2021. $ 46.79 Bn 2021 5.87% CAGR Global Biodiesel Market (In $ Bil
5.87%
Biodiesel Market stood around USD 46.79 Billion by revenue, at the end of 2021. $ 46.79 Bn 2021 5.87% CAGR Global Biodiesel Market (In $ Billion) It is expected to grow at a CAGR of 5.87% to rea
51.48 Billion
iodiesel Market (In $ Billion) It is expected to grow at a CAGR of 5.87% to reach close to USD 51.48 Billion in 2026. $51.48Bn 2026 Fuel application accounts for majority of biodiesel consumption, in categ
8.60%
s (in Million Tonnes) 0.26 0.17 Biodiesel procurement by OMCs Figures (in crores litres) 10.56 8.60% CAGR 1.1 76.0% CAGR FY2021 FY2030 FY2016 FY2020 Biofuel Production Figures (in %) 1 Indi
76.0%
es) 0.26 0.17 Biodiesel procurement by OMCs Figures (in crores litres) 10.56 8.60% CAGR 1.1 76.0% CAGR FY2021 FY2030 FY2016 FY2020 Biofuel Production Figures (in %) 1 India’s biofuel produc
rs. 01
on of the National Policy on Biofuels in 2018 will push the demand for Biodiesel in the coming years. 01 02 03 Presently, biodiesel is being produced in the country primarily from imported palm stearin
Guidance — 3 items
The state has decided to
opening
A MoU has been signed with the Rajasthan Government to explore potential avenues for this project.
The state has decided to
opening
Given the business visibility & orders in hand (from some of the leading OMCs) we expect to do much better in H2, both, in terms of topline as well profitability.
The state has decided to
opening
No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.
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Risks & concerns — 3 flagged
The key reason for this decline has been a strategic decision from the Company's end to forego some of the more competitive, less profitable business prospects in the first half of FY23.
The state has decided to
Subsequently our PAT for the first-half stands at 4.18 Crores, up 112% YoY and a decline of 37% sequentially.
The state has decided to
Another strategic decision post our last communication to you has been to amalgamate our sister concern "Yamuna Bio Energy Private Limited", which is in the same line of business as Kotyark Industries Limited.
The state has decided to
Speaking time
The state has decided to
1
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Opening remarks
The state has decided to
Focus on increasing production of oilseeds Establish a Centre of Excellence in Udaipur to promote research in the fields of alternative fuels and energy resources R A J A S T H A N Promote marketing of biofuels and raise awareness about the same Encourage setting up of supply chain mechanisms for biodiesel production from non-edible oilseeds, used cooking oil and short gestation crops Moreover, the State Rural Livelihood Development Council aims to encourage women’s self help groups to explore the scope for additional income through the supply of biodiesel kotyark.com 18 Industry Opportunity A use case for Biodiesel in India Average Retail Fuel Prices in the United States $ per GGE Long-standing price trend of Biodiesel trading at a premium to Diesel 6 5 4 3 2 1 0 2000 2003 2007 2009 2011 2014 2016 2018 2020 Source: Clean Cities Alternative Fuel Price Reports (AFDC) B99/B100 (Biodiesel) Diesel • Globally, in markets like US & EU, Biodiesel (B100) trades at a premium to Diesel • Despite
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