Asahi Songwon Colors Limited
3,780words
1turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs
04
13,800 MT
2,400 MT
0%
80%
rs,
90%
55%
64%
rs.
8
0 %
70%
Guidance — 3 items
MANUFACTURED
opening
“Expand Export Business • Over the next few years, we aim to apply for accreditations such as CEP which will allow us to grow in export business.”
MANUFACTURED
opening
“Exceptional Items) Profit After Tax EPS FY21 FY22 FY23 FY24 FY25 283.08 410.82 504.55 426.24 0.31 283.39 233.57 49.51 17% 1.94 8.69 39.19 31.95 26.52 5.61 416.43 378.87 31.95 8% 4.72 11.96 20.88 14.65 16.10 5.86 510.41 499.27 5.28 1% 14.02 14.86 (17.74) (18.47) (9.83) 2.81 429.05 410.79 18.26 4% 12.55 16.22 (7.70) 15.64 17.01 562.36 4.04 566.40 510.23 56.17 10% 16.47 18.77 24.98 16.86 16.76 Note: Consolidated Numbers EBITDA = PBT excl.”
MANUFACTURED
opening
“This should help us to focus on improving our ROE and ROCE going forward.”
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Risks & concerns — 3 flagged
However, once the relationship is established, it becomes difficult for the other player to take the market share.
— MANUFACTURED
The pigment and chemical industry have faced a series of disruptions in recent years, from the onset of the Covid-19 pandemic to a prolonged industry-wide slowdown.
— MANUFACTURED
While the API business continues to operate in a highly competitive landscape, with pressure on realisations and profitability, we are witnessing a gradual rebalancing of the market as smaller players exit.
— MANUFACTURED
Speaking time
1
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Opening remarks
MANUFACTURED
PHTHALOCYANINE PIGMENTS • CPC Blue crude • Beta Blue • Alpha Blue 2004 SETUP IN SITUATED ON 98,000 SQ. MT. PLOT WASTE AND EFFLUENT TREATMENT FACILITIES AVAILABLE NO FORCED POLLUTION SHUTDOWNS IN THE LAST DECADE GREEN COVER AROUND FACTORY PREMISES ASAHI SONGWON COLORS LIMITED 12 INVESTOR PRESENTATION 2025 Asahi Songwon has entered into a joint venture with the UK's leading colour manufacturer, Tennants Textiles Colours Limited (TTC), to manufacture red, yellow, and orange Azo pigments. W h y A Z O P ig m e n t s ? High demand that is largely met through imports from China C h in a +1: A S t r o n g Ta ilw in d The global organic and specialty pigment market is estimated at $5 billion and Azo is the largest in volume. Domestic manufacturing will ensure lower cost of production Very few operational player in the segment Global customers Looking to shift from China 25% 20% 55% Azo Pigments HPP & others Phthalocyanine Pigments China accounts for >50% of global pigment production. Production
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