Investor Presentaiton
PI EXTERNAL
PI's value proposition
Pi
Inspired by Science
Favorable dynamics driving
Indian chemical industry
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growth
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• Global specialty chemicals
market expected to grow
at 5.4% CAGR¹
Increasing focus on CSM
as innovators shift focus
to core competencies,
developing new active
ingredients and outsource
production
M&A activities boosting
specialized CSM players
Emerging new areas of
innovation such as
batteries, coatings, etc.
Global supply chain risk
diversification: China
facing issues-pollution,
trade wars, safety issues
Business model ready to
go beyond Ag-Chem
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2
Business built on end-to-
end partnerships with
global innovators
~90% CSM revenues from
patented molecules;
60%+ domestic revenues
from in-licensed
molecules
Proven capabilities in
agrochemicals; now ready
to be replicated across
other chemicals segments
FY21 started with entry
into pharma value chain-
successfully developed
and scaled up an
intermediate for a
promising Covid-19 drug
Offerings across the value
chain driven by strategic
partnership
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3
Integrated and innovative
services to provide
Comprehensive solutions
by partnerships
Relationships with 20+
global innovators built on
IP protection
Strong tangibles: R&D,
manufacturing, extensive
network of
intangibles: Brands
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4
Globally certified with use
of Technology, 4
manufacturing facilities,
12 multi purpose plants
5 formulation facilities
R&D team of 300
researchers and scientists
Technology enabled
distribution network and
relationships with more
than 2.5 million
farmers/retailers
Quality governance, talent
& learning skills
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.
5
Professionals with
expertise across various
technical and business
functions
Senior management team
of qualified experienced
professionals
Well positioned to capture value from changing market landscape
Performance over a long
term period
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6
Revenue CAGR(FY18-
FY20) of 21.6%²
EBITDA CAGR(FY18-FY20)
of 20.6%³
Pre-tax RoCE of more than
•
20% over last 3 years4
Note: (1) FY19-24 CAGR; Source: Frost & Sullivan; (2) Revenue = Revenue from operating - excise duty; (3) EBITDA = Revenue - Cost of Materials consumed - Purchase of Stock in Trade - Changes in Inventories of FG, WIP and stock in trade - Employee Benefits expense - Other
Expenses; (4) Pre-tax ROCE %= (EBITDA-D&A) Average Capital Employed (CE); CE=Net Debt + Total Equity.
Q4 & FY21 Earnings Presentation
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