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Polyolefin Markets in India Ujjal De  Vice President  Head – Marketing & Business Development Haldia Petrochemicals Limited, India Indian Petrochem – 2006, Mumbai, India
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
PO Global Demand Supply - 2005 Million MT Source – Nexant   105 mmtpa …  Demand  Supply  Net Trade
Indian PO Industry Structure –  Capacity 2006 PE - 1975 KT PP - 1895 KT PO - 3870 KT 3.4 % of Global Capacity
PO Demand Supply – India,  KTA Transformed to net exporter … Source – CPMA & Industry  PE  PP  PO
Capacity Additions - India
Capacity Additions - India 5.3 mmtpa addition in next 5 yrs Fig in KTA 360 ONGC 60 GAIL 460 360 600 900 75 Total PP PO PP PE 1000 1020 650 0 250 Total PE 400 75 HPL 900 RIL Gp. 600 IOC 1250 650 2009 1380 1020 2010 ONGC 200 100 GAIL 325 150 2007 2011 2008 900 1460 800 Total IOC HPL
Source – Industry Est  PE 4290 KTA PP 137 % capacity addition,  5.3 mmtpa ,  in next 5 yrs  Projected Capacity – India,  KTA   146 % 4895 KTA 126 %
PE PP Net export surplus – 2.9 mmtpa  … significant player Source – Industry Est  India’s Likely Trade – 2011,  KTA   Growth rate @ 10 %  YOY  Growth rate @ 12 %  YOY  1685  1230
Growth Drivers - India
Growth Drivers - India ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
PLASTICS Packaging Doors Panels Component  / Battery Plasticulture Packaging Pipes Films Food  Processing Consumerism  Lifestyles Infrastructure Automobile Agriculture Housing Roads Cement Consumer goods TV / Fridge Mobile/ Washing  Machine Retailing Economic Growth Demography
Growth Drivers – Major Sectors
Growth Drivers - PP Volume Share - % CAGR  - % Raffia PPCP BOPP Fibre & Filament IM - HP IPP Source – CrisInfac & Industry Est  < 10 10 - 20 > 20 < 8 8 - 12 > 12
Growth Drivers - HDPE Volume Share - % Inj Molding Wire & Cables RAFFIA Blow Molding HM Film Pipe CAGR  - % Source – CrisInfac & Industry Est  < 10 10 - 20 > 20 < 8 8 - 12 > 12
Growth Drivers – LLDPE Roto Molding Butene Film Film – Oct / Metallocene Volume Share - % CAGR  - % < 10 10 - 20 > 20 < 8 8 - 12 > 12 LL Injection &Master batch Source – CrisInfac & Industry Est
Prices and Margins -
Feedstock rise  >  Polymer  … Squeezed Margins  Naphtha HD Film PP Inj Pricing – SE Asia,  $/MT Source – Platts, Naphtha – FOB AG & Polymer – CFR SEA 2006 – Upto October  27.8%  26.6%  2004  2005  2006 2004  2005  2006 2004  2005  2006 13.4%  12%  8.4%  18.5%
Less Increase in India …  Import Duty in 2005  Pricing – SEA vs. India Source – Platts & Dom Industry, SEA Prices - $/MT CFR  India Polymer – NOM Landed Mumbai @ 54 MT Slab  2006 – Upto October SE Asia PP Inj  HD Film  India PP Inj  HD Film  2004  2005  2006 2004  2005  2006 11.3%  4.8%  3.4%  18 %  2004  2005  2006 2004  2005  2006 13.4%  12%  8.4%  18.5%
Margins – Indian PO Industry ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Under pressure …
Challenges – Indian PO Industry
Challenges – Indian PO Industry ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Processed Plastic Exports – Snapshot Despite steady growth, long way to go … 2005 - mmtpa Source – Plexconcil India  Indian Exports - Billion USD  China S Korea Thailand Malaysia India
Potential – US Market Huge potential  … 1.2 mmtpa of PE Resin
Potential – Europe Market Huge market  …
Success Stories –  Processing   & Machinery Sector
Jain Irrigation Systems Ltd. -  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Complete Irrigation systems under one roof
Jain Irrigation Systems Ltd. -  Integrated solution provider … ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Drip Irrigation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],HDPE Pipes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Manpower Strengths
Cosmo Films Ltd -  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Targeting high end segment …
Machine Manufacturers –  Rajoo Engg   increased self sufficiency  &  exporting … ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Machine Manufacturers –  Lohia Group   ,[object Object],[object Object],[object Object],[object Object],[object Object],High capacity & consistent quality  … ,[object Object],[object Object],[object Object],[object Object]
Machine Manufacturers –  Ferromatic Milacron ,[object Object],[object Object],[object Object],[object Object],[object Object],machines for wide segment …  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Future Outlook - India
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Future Outlook - India
Conclusion
Conclusion -  ,[object Object],[object Object],[object Object],[object Object],[object Object]
Ujjal De   Vice President  Head – Marketing & Business Development 1, Auckland Place, Haldia Petrochemicals Limited Kolkata – 700 017, India Phone – Direct  +91-33-22831653 Cell No  +91-9831090327  Thanks
Import Duty - % India is amongst lowest in Asia  15 Philippines 8.75 Thailand 5 India 10 Indonesia % Country ~ 9 30 China Malaysia
Tax on Plastic Products –  % of product value Source – CPMA India -  incl ED @ 16% & VAT @ 4-12.5% 17 China 10 Vietnam / Malaysia / Philippines / Indonesia /  S Korea  21 – 30.86 India 5 Taiwan / Japan / Singapore Excise & ST, % Country 7 Thailand
India’s PO Import Duty - NOM Steep reduction  …
Feedstock Cost Advantage – Middle East  Cheapest & subsidised feedstock … 1.15 UAE  (Abu Dhabi) 2.0 Bahrain 1.7 - 2.0 Qatar 1.0 - 2.0 Kuwait 0.80 Oman 0.75 Saudi Arabia Feedstock Ethane Cost USD/ mmBTU Country
CAGR ( FY06 - FY11)  - 17.5 % Source: CrisInfac & Industry Info BOPP
CAGR ( FY06 - FY11)  -  15 % Source: CrisInfac and Industry Info Raffia
CAGR ( FY06 - FY11) – 9.1 % Source: CrisInfac and Industry Info PPCP
CAGR ( FY06 - FY11) – 6.3 % Source: CrisInfac and Industry Info IM - HP
CAGR ( FY06 - FY11) – 11.3 % Source: CrisInfac and Industry Info IPP
CAGR ( FY06 - FY11) – 12.1 % Source: CrisInfac and Industry Info Fibre & Filament
Source: CrisInfac & Industry Info CAGR ( FY06 - FY11)  - 6.3 % BLOW MOLDING
Source: CrisInfac & Industry Info CAGR ( FY06 - FY11)  - 15.3  % PIPE
CAGR ( FY06 - FY11)  -  16.9 % Source: CrisInfac and Industry Info HM Film
CAGR ( FY06 - FY11)  -  9.4 % Source: CrisInfac and Industry Info Inj Molding
CAGR ( FY06 - FY11)  -  5.3 % Source: CrisInfac and Industry Info RAFFIA
CAGR ( 06- 11) =13.6 % Source: CrisInfac & Industry Info Butene Film
CAGR ( FY06 - FY11)  -  6.4 % Source: CrisInfac and Industry Info Wire & Cables
CAGR ( FY06 - FY11)  -  11 % Roto Molding Source: CrisInfac and Industry Info
CAGR ( 06- 11) = 7.3 % Source: CrisInfac & Industry Info LL Injection & Master batch
CAGR ( 06- 11) = 16.4 % Source: CrisInfac & Industry Info Film – Oct / Metallocene

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indian petrochem

  • 1. Polyolefin Markets in India Ujjal De Vice President Head – Marketing & Business Development Haldia Petrochemicals Limited, India Indian Petrochem – 2006, Mumbai, India
  • 2.
  • 3. PO Global Demand Supply - 2005 Million MT Source – Nexant 105 mmtpa … Demand Supply Net Trade
  • 4. Indian PO Industry Structure – Capacity 2006 PE - 1975 KT PP - 1895 KT PO - 3870 KT 3.4 % of Global Capacity
  • 5. PO Demand Supply – India, KTA Transformed to net exporter … Source – CPMA & Industry PE PP PO
  • 7. Capacity Additions - India 5.3 mmtpa addition in next 5 yrs Fig in KTA 360 ONGC 60 GAIL 460 360 600 900 75 Total PP PO PP PE 1000 1020 650 0 250 Total PE 400 75 HPL 900 RIL Gp. 600 IOC 1250 650 2009 1380 1020 2010 ONGC 200 100 GAIL 325 150 2007 2011 2008 900 1460 800 Total IOC HPL
  • 8. Source – Industry Est PE 4290 KTA PP 137 % capacity addition, 5.3 mmtpa , in next 5 yrs Projected Capacity – India, KTA 146 % 4895 KTA 126 %
  • 9. PE PP Net export surplus – 2.9 mmtpa … significant player Source – Industry Est India’s Likely Trade – 2011, KTA Growth rate @ 10 % YOY Growth rate @ 12 % YOY 1685 1230
  • 11.
  • 12. PLASTICS Packaging Doors Panels Component / Battery Plasticulture Packaging Pipes Films Food Processing Consumerism Lifestyles Infrastructure Automobile Agriculture Housing Roads Cement Consumer goods TV / Fridge Mobile/ Washing Machine Retailing Economic Growth Demography
  • 13. Growth Drivers – Major Sectors
  • 14. Growth Drivers - PP Volume Share - % CAGR - % Raffia PPCP BOPP Fibre & Filament IM - HP IPP Source – CrisInfac & Industry Est < 10 10 - 20 > 20 < 8 8 - 12 > 12
  • 15. Growth Drivers - HDPE Volume Share - % Inj Molding Wire & Cables RAFFIA Blow Molding HM Film Pipe CAGR - % Source – CrisInfac & Industry Est < 10 10 - 20 > 20 < 8 8 - 12 > 12
  • 16. Growth Drivers – LLDPE Roto Molding Butene Film Film – Oct / Metallocene Volume Share - % CAGR - % < 10 10 - 20 > 20 < 8 8 - 12 > 12 LL Injection &Master batch Source – CrisInfac & Industry Est
  • 18. Feedstock rise > Polymer … Squeezed Margins Naphtha HD Film PP Inj Pricing – SE Asia, $/MT Source – Platts, Naphtha – FOB AG & Polymer – CFR SEA 2006 – Upto October 27.8% 26.6% 2004 2005 2006 2004 2005 2006 2004 2005 2006 13.4% 12% 8.4% 18.5%
  • 19. Less Increase in India … Import Duty in 2005 Pricing – SEA vs. India Source – Platts & Dom Industry, SEA Prices - $/MT CFR India Polymer – NOM Landed Mumbai @ 54 MT Slab 2006 – Upto October SE Asia PP Inj HD Film India PP Inj HD Film 2004 2005 2006 2004 2005 2006 11.3% 4.8% 3.4% 18 % 2004 2005 2006 2004 2005 2006 13.4% 12% 8.4% 18.5%
  • 20.
  • 21. Challenges – Indian PO Industry
  • 22.
  • 23. Processed Plastic Exports – Snapshot Despite steady growth, long way to go … 2005 - mmtpa Source – Plexconcil India Indian Exports - Billion USD China S Korea Thailand Malaysia India
  • 24. Potential – US Market Huge potential … 1.2 mmtpa of PE Resin
  • 25. Potential – Europe Market Huge market …
  • 26. Success Stories – Processing & Machinery Sector
  • 27.
  • 28.
  • 29.
  • 30.
  • 31.
  • 32.
  • 34.
  • 36.
  • 37. Ujjal De Vice President Head – Marketing & Business Development 1, Auckland Place, Haldia Petrochemicals Limited Kolkata – 700 017, India Phone – Direct +91-33-22831653 Cell No +91-9831090327 Thanks
  • 38. Import Duty - % India is amongst lowest in Asia 15 Philippines 8.75 Thailand 5 India 10 Indonesia % Country ~ 9 30 China Malaysia
  • 39. Tax on Plastic Products – % of product value Source – CPMA India - incl ED @ 16% & VAT @ 4-12.5% 17 China 10 Vietnam / Malaysia / Philippines / Indonesia / S Korea 21 – 30.86 India 5 Taiwan / Japan / Singapore Excise & ST, % Country 7 Thailand
  • 40. India’s PO Import Duty - NOM Steep reduction …
  • 41. Feedstock Cost Advantage – Middle East Cheapest & subsidised feedstock … 1.15 UAE (Abu Dhabi) 2.0 Bahrain 1.7 - 2.0 Qatar 1.0 - 2.0 Kuwait 0.80 Oman 0.75 Saudi Arabia Feedstock Ethane Cost USD/ mmBTU Country
  • 42. CAGR ( FY06 - FY11) - 17.5 % Source: CrisInfac & Industry Info BOPP
  • 43. CAGR ( FY06 - FY11) - 15 % Source: CrisInfac and Industry Info Raffia
  • 44. CAGR ( FY06 - FY11) – 9.1 % Source: CrisInfac and Industry Info PPCP
  • 45. CAGR ( FY06 - FY11) – 6.3 % Source: CrisInfac and Industry Info IM - HP
  • 46. CAGR ( FY06 - FY11) – 11.3 % Source: CrisInfac and Industry Info IPP
  • 47. CAGR ( FY06 - FY11) – 12.1 % Source: CrisInfac and Industry Info Fibre & Filament
  • 48. Source: CrisInfac & Industry Info CAGR ( FY06 - FY11) - 6.3 % BLOW MOLDING
  • 49. Source: CrisInfac & Industry Info CAGR ( FY06 - FY11) - 15.3 % PIPE
  • 50. CAGR ( FY06 - FY11) - 16.9 % Source: CrisInfac and Industry Info HM Film
  • 51. CAGR ( FY06 - FY11) - 9.4 % Source: CrisInfac and Industry Info Inj Molding
  • 52. CAGR ( FY06 - FY11) - 5.3 % Source: CrisInfac and Industry Info RAFFIA
  • 53. CAGR ( 06- 11) =13.6 % Source: CrisInfac & Industry Info Butene Film
  • 54. CAGR ( FY06 - FY11) - 6.4 % Source: CrisInfac and Industry Info Wire & Cables
  • 55. CAGR ( FY06 - FY11) - 11 % Roto Molding Source: CrisInfac and Industry Info
  • 56. CAGR ( 06- 11) = 7.3 % Source: CrisInfac & Industry Info LL Injection & Master batch
  • 57. CAGR ( 06- 11) = 16.4 % Source: CrisInfac & Industry Info Film – Oct / Metallocene