1

Contents

2

3

India : Economic Profile

India : GDP growth rates

5

Progressing India

7

Indian Chemical Industry : Overview

8

Indian Refineries

Future Expansions: 3 new refineries (~30 MMTPA), expansion of existing

refineries (~51 MMTPA)

Domestic Crude Oil production is 38 MMTPA. India net importer of Crude Oil

9

Refinery Locations

10

RELIANCE JAMNAGAR 33+29 . (BENZENE)

REFINERY CAPACITY IN MMTPA

22 Refineries : Benzene production at 5 Refineries & Toluene at only 3

Ethylene Crackers

11

Para Xylene

12

Steel Plants (Coke Oven Light Oil)

14

Reliance : Business FY 12:13

Reliance: Story of Backward Integration

Reliance : Product Flow Diagram

17

Poly-Vinyl

Chloride

Salt

Caustic

Reliance Product Flow Diagram (Cont…)

18

19

India : Benzene Capacity / Source

India : Benzene Capacity / Organization

India : Benzene Demand

Benzene Prices

23

Asian Bz prices are the least. Indian Bz prices function of Asian Prices

Indian Bz Exports driven by price arbitrage

24

Benzene Derivatives 1

Benzene Derivatives 2

Benzene Derivatives 3

28

India : Toluene Supply Sources

Max Toluene prdn from Crackers

Production stagnant at ~ 140 KTA

No addition in capacities been reported

No Hydro Dealkylation Plant in India

Reliance the only producer of TDI grade Toluene

29

India : Toluene Demand

Toluene Imports : Regions

Indian Toluene Demand (FY 15:16)

Continuous addition in Solvent and

Derivative applications fostering Toluene

demand

Increase in Demand will be met by

Increased Imports (as no new Toluene

capacity enhancements)

Increased availability of Toluene in East /

South India : as Kolkata, Kakinada, Ennore

etc emerge as promising importing ports

Toluene is extensively used as Solvent

Derivatives application constitutes 45 %

Toluene Prices

34

Toluene : Solvent

35

Toluene : Solvent Application 1

Toluene : Solvent Application 2 Toluene : Derivatives 1

Toluene Derivatives 2

TOLUENE DERIVATIVES 3

Summary

40

Strategic Perspective

42