PIINDNSEMarch 04, 2025

PI Industries Limited

2,236words
2turns
0analyst exchanges
0executives
Key numbers — 33 extracted
rs,
PI External BSE Limited Corporate Relationship Deptt. PJ Towers, 25th Floor, Dalal Street, Mumbai – 400 001 National Stock Exchange of India Ltd. Exchange Plaza,
70%
l innovator companies • Zero conflicts till date • Amongst Top 3 in the world in AgChem CSM • 70% + revenue from proprietary products • ESG, the way of life • Featured in the S&P Global Sustain
44%
S&P Global Sustainability Yearbook 2025 • Non-Executive Chairperson • Focused on Innovation • 44% of Board Members are Independent Directors • External evaluation of Board performance • Establ
25%
easing Demand for Food, Fiber & Fuel … Sustained Opportunity for AgChem CLIMATE CHANGE ▪ Up to 25% reduction In crop yields due to increasing global temperatures ▪ ~ 40% of crop production global
40%
CLIMATE CHANGE ▪ Up to 25% reduction In crop yields due to increasing global temperatures ▪ ~ 40% of crop production globally lost to pests ENERGY TRANSITION ▪ Demand for Renewable Fuel would req
8x
SITION ▪ Demand for Renewable Fuel would require doubling of production by 2030 and grow more than 8x by 2050 1 Bn 1802 1800 22B gallons 2040 30B gallons 2050 125 yrs 1850 MEGATRENDS THROUGH 20
rs 1850
n by 2030 and grow more than 8x by 2050 1 Bn 1802 1800 22B gallons 2040 30B gallons 2050 125 yrs 1850 MEGATRENDS THROUGH 2050 GROWING POPULATION +50% more food and feed required to meet growing demand
50%
0 22B gallons 2040 30B gallons 2050 125 yrs 1850 MEGATRENDS THROUGH 2050 GROWING POPULATION +50% more food and feed required to meet growing demand +2.2bn People PRESSURE ON ECOSYSTEMS -17% -20
17%
ION +50% more food and feed required to meet growing demand +2.2bn People PRESSURE ON ECOSYSTEMS -17% -20% Harvest losses from climate change Significant loss in arable land per capita 2016 2050
20%
0% more food and feed required to meet growing demand +2.2bn People PRESSURE ON ECOSYSTEMS -17% -20% Harvest losses from climate change Significant loss in arable land per capita 2016 2050 Agri
rs 15
6 Bn 2010 1998 5 Bn 4 Bn 1986 1974 3 Bn 1959 -20% 9 Bn 2036 10 Bn 2050 1900 1950 2000 32 yrs 15 yrs 12 yrs 12 yrs 12 yrs 12 yrs 14 yrs 14 yrs 5 2050 Consistent Pipeline growing across y
rs 12
0 1998 5 Bn 4 Bn 1986 1974 3 Bn 1959 -20% 9 Bn 2036 10 Bn 2050 1900 1950 2000 32 yrs 15 yrs 12 yrs 12 yrs 12 yrs 12 yrs 14 yrs 14 yrs 5 2050 Consistent Pipeline growing across years . .
Guidance — 1 items
Surplus Cash Position
opening
₹4,209 Cr (as of Dec 2024) Solid track record of wealth creation over past two decades Outpacing Global Peers PI 3-Yr CAGR Global Peers Avg.
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Speaking time
Pharma CRDMO
1
Surplus Cash Position
1
Opening remarks
Pharma CRDMO
Targeting 3X revenue over next 3-4 years • Knowledge Driven Partnerships • Global Leadership Team Expanding & enhancing GMP site in Lodi, Italy Building relationships with Biotech & Big Pharma through Global Business Development • Leveraging Technologies (Flow Chemistry & BioCatalysis) Strengthening the Regulatory capabilities to be Best-in-Class • State of the art R&D Center, Hyderabad • Manufacturing sites that combine the best of East (India) and West (Italy) Leveraging PI’s Scientific & Business Process Capabilities for Pharma Evaluating OEB 5, HP-PI, Peptide, ADCs, Large Molecules… 13 PI’s Financial Strength & Consistent Outperformance Past two decades Revenue CAGR: ~20% Exports Revenue CAGR: ~27% EBITDA Margins: Steady at 25%+
Surplus Cash Position
₹4,209 Cr (as of Dec 2024) Solid track record of wealth creation over past two decades Outpacing Global Peers PI 3-Yr CAGR Global Peers Avg. Figures in Rs Crores ~27x Revenue ~7,145 ~90x Exports ~6,300 ~270 FY05 FY24 ~75x EBITDA 67 FY05 FY24 ~35x Fixed Assets ~2,025 ~3,375 Revenue EBITDA 19 % 26 % 7 % 4 % 27 FY05 FY24 95 FY05 FY24 14 The PI Investment Case: A Proven Growth Engine…. Unlocking the Next Era of Growth 01 Demonstrated ability to constantly reinvent itself over 8 Decades Guided by our Values 02 03 Constantly Differentiating our Business to create Moats with Excellence from Ag distribution to CSM to Innovation in Ag; now to Life Sciences World-class Integrated R&D capabilities from discovery to markets: Science & Technology, our Passion 04 Fostering Multi-decadal Relationships with Partners to bring Innovation to Life 05 Demonstrated Wealth Creation with Strong Financials Debt free balance sheet, War chest of growth capital 06 Digital Edge From Assets to knowledge to offer co
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