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
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%
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
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