A thread on Cosmo Films Limited
Source: Investor PPT
#cosmofilms #investing
⚡️Cosmo Films the pioneer of BOPP (Biaxially Oriented PolyPropylene) Films Industry in India.
⚡️It is also the world’s largest producer of thermal lamination films.
⚡️It is the leading BOPP Films exporter from India with export to more than 100 countries.
⚡️Has 6 current patents and another 6 in pipeline
Cosmo Films Limited - Milestones Overview
#cosmofilms
Business Verticals of #cosmofilms
A. Speciality Films
B. Polymer & Chemicals
C. D2C Petcare business
A. Speciality Films
⚡️Aims to expand Speciality portfolio with a target of 80%+ revenue (currently 70%) by 2023 end.
⚡️20% growth targeted from BOPET line (from FY22-23)
⚡️29% ROCE and 39% ROE as at March 2022
Specialty Films & Product Portfolio
#cosmofilms
B: Polymer & Chemicals
⚡️Masterbatch plant (1st line with 75% captive consumption & 25% outside sale).
⚡️It is a concentrated mixture of pigments & additives used for imparting specific desired properties & coloring in plastic which are further used in compounding.
⚡️It plans to produce all masterbatches for captive use and niche specialty focused for outside sale
⚡️Target to reach 10% of Company's consolidated revenue in 3-5 years from masterbatches with consistent 25% ROCE
Specialty Textile Chemicals
⚡️It has commercialized 56 products and has started supplies to 40+ customers.
⚡️Forayed into the FMCG industry with the launch of ‘Fabritizer’, a product which assures a 99.9% protection against viruses and bacteria on clothes.
⚡️Adhesive is planned to kick start from FY22
⚡️Target to reach 10% of Company's consolidated revenue in 3-5 years from specialty chemicals with consistent 25%-30% ROCE
C. D2C Petcare business
⚡️India is the fastest-growing pet markets (@22%) in the world and the market is projected to cross$500 million in 2020.
⚡️There has been growth in all categories namely pet food, grooming, pharmaceuticals, toys and accessories.
⚡️No large scale organized players in India offering end to end comprehensive solution to the customers
⚡️Launched Pet care in Q2, FY22 along with launch of website, 1st mobile van & its flagship stores under brand name “Zigly”
⚡️D2C Omni channel business model to address pets need at every stage of life.
⚡️Plans to launch 15-20 nos experience centers during FY23 and enhance online presence.
⚡️Plan to demerge Petcare vertical into separate company in medium term.
Cosmo Films Capex & Expansion Plans
#cosmofilms
Key Takeaways
⚡️Transformation into primarily specialty films company with consistent 20%+ ROCE
⚡️20% revenue with 25%+ ROCE in about 5 years in
Specialty Chemicals
⚡️Build and demerge the business vertical in medium term to drive shareholders valuation in Petcare Business
Financial Metrics
#cosmofilms
Other Information
India Industry Dynamics and Capex Strategy of Cosmo Films
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#cosmofilms #investing
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