Fine Organic Industries Limited
4,250words
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Key numbers — 40 extracted
rs,
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750
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180
15%
8%
rs 5,000
rs 750
rs 180
RS
1
6.7%
5.4%
7.36%
Speaking time
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Opening remarks
Specialty Additives for
▪ ▪ ▪ Feed nutrition Foods CosPha ▪ ▪ Coatings Polymers Focus on Developing New Products Improving Process Technology Exploring New Markets Creating Downstream Products *As on 31st March 2021 12 With Industry Standards and Regulatory Credentials ✓ Setting new benchmarks in quality and consistency ✓ High safety and productivity standards ✓ Products are appreciated by customers worldwide for their consistent quality and packaging standards Fine’s facilities are fully geared towards meeting growing Global Demands 13 2. Diversified Product Portfolio : Multiple End-users The diversity of oleochemistry has enabled us to develop a wide range of additives for PVC, Polyolefins, Styrenics, Polyamides & other engineering polymers, Rubbers and Elastomers as and serve range for CosPha Pharmaceutical) base Our product (Cosmetic applications ingredients. They enhance appearance and use for end-uses in skin care products like Creams, Lotions & Ointments etc Pioneer marketing of emulsifiers in India. i
INDUSTRY POTENTIAL
MULTIPLE GROWTH LEVERS 1. Food Additives 2. Polymer Additives Investor Presentation November-2019 3. Other Specialty Additives 1. Food Additives Global Food Emulsifiers Market Size* Indian Food Emulsifiers Market Size* In US $ Mn 2495.1 1921.2 2018E 2023E Asia Pacific 6.7% High growth Rate Growth Drivers CAGR 5.4% Region-wise Growth (From 2018 – 2023E) In US $ Mn 6.7% In US $ Million 144.8 101.5 2018E 2023E CAGR 7.36% Consumer Food Industry (From 2018 – 2023E) In US $ Million 4.3% 5.0% 6.0% 7.23% 8.25% 8.18% 6.77% 6.66% Europe USA ASIA ROW Bakery Dairy & Frozen desserts Confectionery Convenience Others Growth Drivers Increase in consumption of convenience foods and premium products Growing number of end- use applications due to multifunctional attributes of emulsifiers Rise in health awareness & quality consciousness of consumers in developed nations demanding healthy packed foods Increasing numbers of Food manufacturing Entities Rising demand for healthier and better- for-you products
Increase in
✓ Govt. expenditure on infra projects ✓ Use of cars/trucks ▪ ▪ Growing health awareness & food processing industry Safer milk and milk products ▪ Organized retail moving to ▪ ▪ Tier II cities
New sub-segments to grow
Men’s Cosmetics Growing demand for skin- care cosmetics ▪ Low per capita coatings consumption ▪ Increased penetration of coatings in rural & non-metro cities ▪ Growth in niche products : nano & green coating packaging products ▪ Cashless transactions & air travel ▪ Growth in auto sales ▪ Steady Improvement in industrial & infrastructure activity Steady agricultural output ▪ Source: CRISIL Research Report 2017 24 Financial Highlights Volatility in RM Prices over last 14 Months Price in Rs / 10 KG in Continued increase RM prices during last quarter 2200 2000 1800 1600 1400 1200 1000 800 600 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21 Mar-21 Apr-21 May-21 SOYA REFINED OIL RAPESEED EXP OIL PALMOLIEN COTTON REFINED OIL RICEBRAN REFINED OIL SUNFLOWER REFINED OIL GROUNDNUT OIL COCONUT OIL CASTOR OIL Source: RK Singhal (Vishwa Vyapar) 26 Standalone Performance Highlights (YoY) Rs in Crores Revenues +33% 242 322 55 EBITDA -16% 46 PAT -12% 33 29 Q4FY20 Q4FY21 Q4F
Investor Relations Advisors
CIN: L24119MH2002PLC136003 CIN: U74140MH2010PTC204285 Ms. Sonali Bhadani Vice President - Finance www.fineorganics.com Mr. Rahul Agarwal / Mr. Vijay Goel +919821438864 / +919920124357 Email: rahul.agarwal@sgapl.net / vijay.goel@sgapl.net www.sgapl.net 39
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