Engro Polymer & Chemicals Limited · PSX:EPCL
Engro Polymer & Chemicals — Q3 2022 Earnings Presentation
11 slides from Engro Polymer & Chemicals's earnings presentation, 2022
Slide 1: Analyst Briefing – Q3 2022
Analyst Briefing – Q3 2022 a sustainable tomorrow
Slide 2: Key highlights
Engro Polymer & Chemicals Limited Key highlights + Long term credit rating enhanced by PACRA (AA Minus to AA), short term rating stands at A1+ + Recognition as one of the top 25 PSX companies based on a comprehensive criteria including profitability, CCG and DE&I + Secured second position in Chemica
Slide 3: International Markets
Engro Polymer & Chemicals Limited International Markets
Slide 4: International Market Prices
International Market Prices International PVC Price USD/Ton ▪ PVC intl prices declined in the last quarter owing to a 2,000 global demand slowdown on the back of rising inflation 1,700 ▪ In China, the market continued to remain impacted 1,400 owing to zero-COVID policy by government 1,100 ▪ Ethylene
Slide 5: Business Updates
Engro Polymer & Chemicals Limited Business Updates
Slide 6: Vinyl's Overview
Engro Polymer & Chemicals Limited Vinyl's Overview Pipes and fittings remain major application of PVC in Pakistan. Meanwhile, EPCL continues to play its part in SALES VOLUME IN TONS promoting other downstream applications for which we have made significant investment in ThinkPVC outlet SALES VOLUME
Slide 7: Chlor Alkali Overview
Engro Polymer & Chemicals Limited Chlor Alkali Overview Chlor Alkali – Sales Volumes (KT) Liquid Domestic Sales Flakes Domestic Sales 1 2 7 83 79 68 2 2 1 2 2 2 18 18 15 15 14 13 1 2019 2020 2021 Q1 2021 Q2 2021 Q3 2021 Q1 2022 Q2 2022 Q3 2022 7
Slide 8: Performance Q3 2022 vs Q3 2021
Engro Polymer & Chemicals Limited Performance Q3 2022 vs Q3 2021 Unit Q3 2022 Q3 2021 2021 Total revenue PKR Mn 16,904 18,826 70,022 Profit after tax PKR Mn 2,257 3,106 15,060 EPS Basic Rs. / Share 2.36 3.24 16.28 EPS Diluted Rs. / Share 1.87 2.57 12.46 • The Company recorded revenue decline of ~10%
Slide 9: Looking Forward
Engro Polymer & Chemicals Limited Looking Forward
Slide 10: Outlook
Engro Polymer & Chemicals Limited Outlook • HTDC and Hydrogen peroxide projects are on track for commissioning in next year • Market development • Continuous awareness by participation in exhibitions • Engagement with government and private projects for inclusion of PVC in downstream products • Thin
Slide 11: Thank You
engro THANK YOU
Engro Polymer & Chemicals — Q3 2022 Earnings Presentation on 6ix