General update on Natural Rubber Statistics & Way forward as of Nov 2021

1. Natural Rubber(NR) Scenario

2. Topics
2
Global Rubber Production Distribution
Indian NR Scenario
Way Forward

3. Global NR Scenario
3

4. NR Production
4
34%
23%
10%
7%
5%
5%
16%
Global Production
Thailand Indonesia Vietnam Ivory Coast China India Others
Global Production:
126.8 L MT
Indian Production:
6.71 L MT
Indian Consumption:
10.38 L MT
India is a NR exporter of NR with
abundance in related industries.

5. Indian NR Scenario – Production, Consumption, Price Trend
5
0
20
40
60
80
100
120
140
160
180
200
0
20
40
60
80
100
120
140
Apr-20May-20Jun-20 Jul-20 Aug-20Sep-20Oct-20Nov-20Dec-20Jan-21Feb-21Mar-21 Apr-21May-21Jun-21 Jul-21 Aug-21Sep-21Oct-21
Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21 Mar-21 Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21
India Production(kt) 15 26 41 52 59 63 75 87 96 92 63 46 40 37 50 60 67 71 62
India Consumption(kt) 5 52 84 96 94 103 107 4 114 113 107 117 110 90 101 115 108 106 103
RSS4 Grade(₹/kg) 116 120 127 132 134 142 156 158 152 156 167 167 169 169 168 177 174 171

6. Grade-wise composition
NR production NR consumption
6
Sheet
63.7%
Block
Rubber
20.7%
Latex
concentrate
s (drc)
12.7%
Others
2.9%
Sheet
42.9%
Block
Rubber
46.9%
Latex
concentrates
(drc)
7.8%
Others
2.4%
15th SCP - 1-11-2021

7. Indian NR Situation
7
All the above points point out to a revival in NR demand and constricted supply.
Indian Manufacturing sector expected moderate growth
With shortage in imports and shipment delays Indian tyre companies are moving to domestic NR and thereby driving up
prices.
Erratic climate continues like last year and supply disturbances are expected.

8. Way Forward
8

9. (GDP Growth
(yoy%)
Source: IMF; Growth % for India is on Fiscal year
basis
Source: OWID
COVID Outbreak impacted growth significantly in 2020 [@ (-)8%];
IMF projects India as one of the fastest growing economy in the next 3 quarters [@ 12.5%]
*Data represents consolidated figures for each month ; ** Data as on 7th
16.7%
1
India COVID Cases :28 Mn
World: 173 Mn
(As on 7th June’21)
0
2
4
6
8
10
12
14
16
18
20
0
5000000
10000000
15000000
20000000
25000000
30000000
35000000
COVID Cases in India & its % to World
India as a % of World total Cases
Total COVID Cases India*
-4.0
-2.0
0.0
2.0
4.0
6.0
8.0
10.0
Brazil China India Japan Russia South
Africa
Sri Lanka Thailand United
Kingdom
United
States
World
8.0
3.5
8.3
3.3
6.8
3.8
6.5
3.6
4.0
2.8
India has been one of the fastest growing large economies in the recent years
2015 2016 2017 2018 2019
India’s population as
a % of World : 17.8%
(2019)
Period of Sharp
increase in COVID
Cases (Wave 1.0)
Period of Sharp/
Successive decline in
COVID Cases
Wave 2.0
Way Forward

10. COVID and its Impact on India’s NR sector & stakeholder value chain
Lesser
number of
tapping
days
Impact on
rain
guarding
Better
prices
Growers
&
Tappers Lesser
number of
trading days
Requiremen
t for better
stock
warehousin
g and
handling
Changed
credit
requirement
s
Dealers &
Processor
s
Impact on
manufacturi
ng due to
lockdown
Demand
revival from
Sept’20
Domestic
purchase of
NR
increased
by 37.5%
Tyre
Sector De-growth
in NR
consumptio
n
Rubber
goods sales
were
impacted
adversely
Indigenous
purchase of
NR
decreased
by 12.5%
Non-
Tyre
Sector
Uncertainty of COVID 3.0 prevails
10

11. Thank you
December 2020 Confidential 11