afera - jesons ind. ltd
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THE INDIAN WATER BASEDTHE INDIAN WATER BASED
PRESSURE SENSITIVE ADHESIVE INDUSTRYPRESSURE SENSITIVE ADHESIVE INDUSTRY
Mr. Dhiresh Gosalia (MD)
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Overview
Indian Industry
Product Chemistry
Current Trends - India
SWOT Analysis
Take Home
CONTENTS
THE INDIAN WATER BASED PRESSURE SENSITIVE ADHESIVE INDUSTRYTHE INDIAN WATER BASED PRESSURE SENSITIVE ADHESIVE INDUSTRY
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The 2nd fastest growing economy in the world
GDP > 8% - over the past four years
Reasons
- Policy reforms- Huge investment in infrastructure
- Investment in capacity expansions etc.
Overview
9 9.4 8.7
6.77.4
8.5
0
2
4
6
8
10
FY 06 FY 07 FY 08 FY 09 FY 10 FY 11
( Estimated )
GDPRate(%)
Source: Reserve Bank of India
Indias Phenomenal Growth Story
THE INDIAN WATER BASED PRESSURE SENSITIVE ADHESIVE INDUSTRYTHE INDIAN WATER BASED PRESSURE SENSITIVE ADHESIVE INDUSTRY
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The Indian Industry
Source: RM Manufacturer
EMULSION POLYMER400,000 TPA
EMULSION POLYMER400,000 TPA
Others345,000 TPA
Others345,000 TPA
PSA55,000 TPA
PSA55,000 TPA
PaintTextiles
Wood WorkingPackaging
PaintTextiles
Wood WorkingPackaging
Tape 40,000 TPATape 40,000 TPA Label 15,000 TPALabel 15,000 TPA
Expected Industry Growth @ CAGR - 20 % over next 5 years
THE INDIAN WATER BASED PRESSURE SENSITIVE ADHESIVE INDUSTRYTHE INDIAN WATER BASED PRESSURE SENSITIVE ADHESIVE INDUSTRY
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The Indian Industry
Source: RM Manufacturer
Indian Emulsion Industry
Packaging
7%
Paint &
Construction
47%
Paper & Leathers
4%
Wood Working
16%
PSA -Tape
11%PSA - Label
4%
Textiles
11%
THE INDIAN WATER BASED PRESSURE SENSITIVE ADHESIVE INDUSTRYTHE INDIAN WATER BASED PRESSURE SENSITIVE ADHESIVE INDUSTRY
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PSA Product Chemistry
PSAProduct Chemistry
PSAProduct Chemistry
AcrylicAcrylic VAM AcrylicVAM Acrylic
PSAs are formulated to meet specific
performance requirement such as;
High Shear High Peel Adhesion Quick Stick
Super Clear Applicable at High & Low Temp. Low Noise / Easy Peel
Mainly inTape Adhesive
Mainly inLabel Adhesive
THE INDIAN WATER BASED PRESSURE SENSITIVE ADHESIVE INDUSTRYTHE INDIAN WATER BASED PRESSURE SENSITIVE ADHESIVE INDUSTRY
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The Indian Industry
Others
1050 MT
(29%)
Jesons
2500 MT(71%)
Others
1050 MT
(84%)
Jesons
200 MT(16%)
Indian PSA (Tape) Producers
Indian PSA (Label) Producers
THE INDIAN WATER BASED PRESSURE SENSITIVE ADHESIVE INDUSTRYTHE INDIAN WATER BASED PRESSURE SENSITIVE ADHESIVE INDUSTRY
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The Indian Industry
Tape
Packaging
Masking
Surface Protection
Electrical
Label
General Purpose
Bottles
Bar Code
Tamper Evident
THE INDIAN WATER BASED PRESSURE SENSITIVE ADHESIVE INDUSTRYTHE INDIAN WATER BASED PRESSURE SENSITIVE ADHESIVE INDUSTRY
Major PSA Tape and Label Applications in India
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Current Trends In PSA
More than 300 manufacturers of Tapes and Labels in India
- 40% in West
- 40% in North
- 17% in South
- 3% in East
Significant growth areas
- Increase in exports
- Organized retail industry
Upgradation to improved products & technologies in manufacturing
Rapid growth in disposable products
THE INDIAN WATER BASED PRESSURE SENSITIVE ADHESIVE INDUSTRYTHE INDIAN WATER BASED PRESSURE SENSITIVE ADHESIVE INDUSTRY
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Current Trends
Matured users with over 15 years of experience. The sizes of their plants arenot as per international standards but markets are pushing them to becomeso.
Their USP
- Customization & Strong Regional Presence
- Appetite to innovate and grow
Easy availability of quality RM like plastic films (BOPP, Polyester, Metalised),
face stock, liner stock & plasticizer free water based products
Higher speed and larger width converting machinery.
Versatility of Acrylic Emulsions for use on paper & filmic substrates.
THE INDIAN WATER BASED PRESSURE SENSITIVE ADHESIVE INDUSTRYTHE INDIAN WATER BASED PRESSURE SENSITIVE ADHESIVE INDUSTRY
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SWOT Analysis
THE INDIAN WATER BASED PRESSURE SENSITIVE ADHESIVE INDUSTRYTHE INDIAN WATER BASED PRESSURE SENSITIVE ADHESIVE INDUSTRY
STRENGTH
Entrepreneual family owned businesswith strong appetite to grow
Quick decisions & strong execution
Low cost of production Large volume players
THREAT
Volatile RM prices
Global competition
Trade policy
Currency fluctuations
WEAKNESS
Low EBITDA margins
Inadequate investment In R & D limited technologies
Short term vision - lack of focus on exports
OPPORTUNITIES
Fast growing Indian Middle Class high disposable Income - drive demands
Can be JV partners - India / EU
New market segments for specialized products
Huge potential Production & Consumption
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Take Home
High volume at economicalcost
Quality Consistency
Ability to add new plants at lowcost
Ability to absorb overseasopportunities
Be a world class volume player
Technology Upgradation onexisting products & R & D fornew products
Access to better processequipments
Entry into European markets
What India can offer What India can gain
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Some of our comments today may include statements about our expectations for the future. Those expectationsinvolve risks and uncertainties. Jesons cannot guarantee the accuracy of any forecasts or estimates, and we do notplan to update any forward-looking Statements.
Disclaimer :
Thank-You
Wednesday, November 10, 2010