Investor Presentaiton
Environment and Industry Outlook
•
Covid-19 had a reducing impact on
businesses across the globe after
December 2021
•
India's PMI for manufacturing fell to 54
Covid-19
Impact
•
Input Cost
•
•
THERMAX
Steel prices are at an all-time high, and continuously
rising fuel prices have impacted the margins of the
company
Prevailing geo-political scenario has disrupted the
supply chain which led to increase in input cost
Cost of styrene, caustic soda, bicarb, ethylene di-
chloride, including phosphorus-based chemicals
continued to rise, thus adding cost pressure
•
•
from 54.9 amid slower expansions in new
orders and decline in new export orders
The GDP projections for FY23 are
slashed to 8.2% from the previously
declared 9% owing to the rise in
commodity prises (source: IMF)
The global GDP is also revised to 3.6%
from 4.4% due to commodity price
volatility and disruption of supply chains
caused by the war in Europe
Market
Sentiments
Demand
Energy Environment | Chemical | Services
Sources: MOSPI, WHO, IMF
•
Healthy enquiry pipeline was witnessed across
multiple segments like cement, steel, sugar, F&B
and petrochemicals due to increased CAPEX in
private sector
Increased thrust on sustainability is driving the
demand for alternate fuel consumption (biomass)
and outsourcing of utilities especially in F&B and
agro sectors
Policy push to ramp up ethanol production helped
in securing orders from sugar/distillery sector
www.thermaxglobal.comView entire presentation