Investor Presentaiton

Specialty Intermediates & Nutritional Products Industry Overview Global specialty chemicals market is USD 1.1 billion in 2018 and is expected to grow at 5.4% to reach USD 1.2 billion in 2022. Global nutrition market is USD 570 billion in 2018, majorly dominated by Animal Feed Market (80%) Global Market Size ($ Mn) : Speciality Chemicals CAGR (2018-2022): 5.4% Global Market Size (KT): Vitamin B3 CAGR (2018-2022): 2% 1,235 1,112 1,055 60 61 62 62 58 59 2018E 2020F 2022F 2018E 2019F 2020F 2021F 2022F Business Overview Specialty Intermediates business comprises of Advance intermediates with product offerings such as Pyridines, Picolines, Cyanopyridines, Piperidine and their value added derivatives known as Fine Ingredients and Crop Science Ingredients Nutritional products business comprises of Vitamins, Animal Nutrition & Human Nutrition offering Vitamin B3, Vitamin B4 and Specialty Products Economies of scale and extensive backward and forward integration across the pyridine value chain drives cost competitiveness and secure supply chain. Exports accounted for 65% of the business revenue in FY19 ➤ Strong customer base, end-to-end market offerings and market play in growth segments Product offerings service Pharmaceutical, Agrochemical, Personal Care, Healthcare, Nutrition (Human & Animal) & Other Life Science industries Key Product Products Pyridines¹ Vitamin B3² Jubilant Global Market Share 22% 16% Key Product Vitamin B4 (India) Jubilant India Market Share 64% Strategy Leverage integrated value chain to ensure cost advantages and higher margins Capacity expansion through regular debottlenecking & process intensification to meet incremental market demand Drive growth through new product launches thereby expanding product portfolio; Increase in customer alliances to defend market share and internal asset optimization Strategic product expansion to cater wide ranging agro applications; Focus on R&D oriented new products and CDMO for innovators (1) Merchant Sales Share (2) Share of addressable market for Vitamin B3 Source: IMS Database; Trade Datebase, Alltech Feed Survey, Euro Monitor JUBILANT LIFESCIENCES

View entire presentation