Emmbi (EMMBI) — concall transcript

📢 Key Event
Emmbi Industries reported Q3 FY22 revenue of INR 382 crores, a 48% QoQ increase and first time crossing last fiscal year's full-year revenue in eight months.

🔄 What Changed
PAT up 115% YoY; EBITDA improved 49 basis points to 11.07% (without MEIS); working capital cycle reduced from 148 to 107 days; Reclaim30 launched for UK market; Avana B2C reached 1,800 retail stores; target INR 250-300 crores B2C revenue in three years.

🔮 What's Next
Target INR 250-300 crores B2C revenue in three years; 15% annual growth; expand Reclaim30 to EU and Americas; in-house manufacturing for Mulch Film; reduce working capital cycle to 95-99 days.

💡 Investor Takeaway
Emmbi is transitioning from a commodity polymer player to a sustainable, asset-light B2C leader with higher-margin growth potential through retail expansion and recycled product innovation.

Emmbi Industries reported Q3 FY22 revenue of INR 382 crores, a 48% QoQ increase and the first time crossing last fiscal year's full-year revenue in eight months. PAT rose 115% YoY, EBITDA improved by 49 basis points to 11.07% (without MEIS), and working capital cycle shortened from 148 to 107 days. The company launched Reclaim30, a recycled polypropylene bag range meeting UK's 30% recycled content mandate, with plans to expand to EU and Americas. Avana B2C segment added Mulch Film, reached 1,800 retail stores, and plans in-house manufacturing. Management targets INR 250-300 crores B2C revenue in three years and 15% annual growth, focusing on retail touchpoints and branding. Debt stood at INR 0.94 crores; term loan to be completed in five years.

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About Emmbi Industries Ltd (EMMBI)

Capital Goods · Packaging · Listed on BSE

Market Cap: ₹173.16 Cr P/E: 20.0 ROE: 4.3% ROCE: 8.3% Div Yield: 0.33%

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🔥 Also filed on 31 December 2021

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