Nufarm Limited · ASX:NUF
Nufarm — Investor Presentation (June 2007)
24 slides from Nufarm's investor presentation, Jun 18, 2007
Slide 1: Ly Voy
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Slide 2: A Day at the Farm
A Day at the Farm | PAN AN aaa A Le « The Americas « Taking the reigns at Agripec = Europe « Seeds - a new growth platform = Growth drivers in global agriculture
Slide 3: Total sales by region
ee) 1: nes iene ae, ios Yi) Total sales NZ$306m Siesta, Nufarm in Australia Lo rn ey), iors Lips yy) sph Wy Total sales AUD763m st WEN Ly Yay Mi LSE, Vy, Total sales AUD1,678m
Slide 4: Nufarm in Australia
Nufarm in Australia Nufarm | er Gr oP Care a) NUSEED Total revenues - approx AUD700m
Slide 5: Estimated market shares in Australia
Nufarm in Australia er aie su cae Estimated market shares Nufarm 44% Syngenta Bayer 50 60
Slide 6: Ranking by segments 2006
Nufarm in Australia Ranking by segments 2006 Seed treatment Segment Ranking by market share Broadacre cereals 1 Horticulture 1 Pasture 1 Cotton 1 Sugarcane 1 1 AS Nufarm
Slide 7: Ranking by segments 2006
Nufarm in Australia Ranking by segments 2006 Segment Ranking by market share Broadacre cereals 1 Pasture 1 Cotton 1 Sugarcane 1
Slide 8: A full service model
Nufarm in Australia LAN oa A full service model 4 + + $+ 4 Synthesis Regional Substantial New ‘Agricentres' Field force formulation service resources formulations centres Loyalty Intellectual Mixture programs property products Innovative packaging
Slide 9: in Australia
Nufarm in Australia | Hi : a | We me nN }
Slide 10: in Australia
Nufarm in Australia 7 i ison Ne i ve ae ee ais bees : oe ie ye a Asie 4 A ee A Eee i si HN as 2 ae ae eee ie Aa an Mh, yi i an by Wore sgt + ° J al ie yay i Wie ae es ~~ oe | a oe a Bs Sip io aa Lia a
Slide 11: Australia strategy
Nufarm in Australia LAN so - Nufarm 0) » Protect leadership position =» Focus on margins » Keep pace with changing agricultural management practice «Identify and position for medium/ long term change — Water availability ~ Climate change — New technologies » Strength in Australia key to success else
Slide 12: The Americas
The Americas sna etihnnein : Nufarm » USA — Buoyant ag sector — Strong pipeline — Excellent market access =» South America ~ Growth/opportunities in Argentina — Colombian acquisition now integrated _ - - — Substantial commitment in Brazil
Slide 13: Assumed full ownership of Agripec
Nufarm » Assumed full ownership on June 1 » Positive response: — Agripec employees — Customer base — Other suppliers = Excellent management team » Strong expectations for ag sector ‘recovery’ and growth agripec Cultivando o Brasil.
Slide 14: Europe
Mixed seasonal conditions New products — Timing of registrations Italy acquisition performing strongly Strong outlook for central/ Eastern Europe
Slide 15: Seeds - a new growth platform
Seeds - a new growth platform ee oo Noten Psencscaiiare, — The seeds opportunity:
Slide 16: ian, a
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Slide 17: Evolution of food demand
Evolution of food demand LAN ———— ns Nufarm Food Income Diet food, Ready to eat Meat, dairy, oils, sugar ry, Rice, bread, beans Surviving More Variety Quality High tech o staples . Consumption stage Rabobank
Slide 18: | i i i tions
| i i i tions 300---—-1--L--b eek ole Al. & neeency a) | i i I 1 aay ier | for towbowbow wb ll ae earn y 20 ; EE: ‘ & 2004--1t--1--L--L-- I — l= wf-i--4 s I ao I oa ee Se es ee I Lt fd al Sd g 180~ ~ i ROTTS = ; | "nese | = 1004 ~— Foe ; <r = Ss Saeqotg | I } i 50 — , enn’ ae wine wo ; 7 I I | | | |
Slide 19: US corn market
US corn market pr sesso Ce Market size $bn 5 + Germplasm value 1996 2006 2016 Doane Market Research
Slide 20: Soybeans: rising imports
Soybeans: r risi ing imports ~ a —— Nufarm China's soybean production and consumption Production Gap (Imports) — Million Tonnes 68/69 «= 72/73, 76l77 = B0/81 = By/85 = 88/89 2/93. (6/97 = aojat «as /06F Source: USDA
Slide 21: Global biofuels opportunity to 2020
Glo bal biofuels opportunity to 2020 (or sooner) allons - 435 billion litres | Sources: DuPont, BP, US Department of Energy, Bio-era
Slide 22: US ethanol market outlook
US ethanol market outlook Sa ra Corn to Ethanol production ethanol gallons % bn 40 4 r 20 30 4 r 15 20 4 t 10 10 4 1 5 04 0 2001 2003 2005 2007 2009 2011 W224 Corn to ethanol =m Ethanol production Nufarm US corn planting " 06 — 78.3M Acres =" 07 — 90.5M Acres Doane Market Research, USDA, ProExporter
Slide 23: Food or fuel?
Food or fuel? Pic 2
Slide 24: KO ark inane DUNS BLAUL EDD Moda a ODOC SELES UU UN MLE ISON
KO ark inane DUNS BLAUL EDD Moda a ODOC SELES UU UN MLE ISON SSA CAMS LO ee llr ”C™—*ti“‘=‘#éCOCOCO#C#*é#téwé#é*é(‘“(‘(C(‘’SCOé‘(R:;C*C(C(‘i‘(C(#N);#C#C#CN LM eG lh lL lllrlr””C C—O TEE EID: EL OS AD OE LE LTE > ~SCCrrtC( —™tététséts—s—s—s—s—s—s—s—s—ssSsOOSOsOs“(‘COSNNS;U(CCSUCO”OC”C“(‘(;#SS)NS;RC(C