Ricegrowers Ltd. Class B · ASX:SGLLV

Ricegrowers Ltd. Class B — RGA Annual Conference 2018

13 slides from Ricegrowers Ltd. Class B's conference presentation, Aug 2, 2018

  1. Slide 1: Locally Owned – Globally Focused

    RGA Annual Conference Locally Owned – Globally Focused Rob Gordon - Chief Executive Officer Thursday 2 August 2018

  2. Slide 2: Globally we reach more than 50 markets

    Globally we reach more than 50 markets Origination Capability: Australia ~800,000 tonnes; California ~250,000 tonnes; and Vietnam ~550,000 tonnes Sales Offices: Australia, Dubai, Singapore, California, Tokyo, PNG & 2 Solomon Island and NZ

  3. Slide 3: SunRice's business is well balanced across markets

    SunRice’s business is well balanced across markets CY17 Net Sales by Geography ANZ Retail Intercompany 21% 26% ANZ Food Service 7% Europe Global Food 1% Ingredients 6% North Asia 12% South Asia 3% Pacific 6% Middle East 18% Source: SunRice 3

  4. Slide 4: Strong global momentum in every geography

    Strong global momentum in every geography Sales Growth by Geography $250 -0.5% CAGR $200 +6% CAGR $150 +12% CAGR +4% $100 CAGR +9% +4% +2% CAGR CAGR CAGR $50 +15% CAGR +32% CAGR $- ANZ Retail ANZ Food Global Food South Asia Pacific Middle East North Asia Europe Intercompany Service Ingredients Sourc

  5. Slide 5: Global expansion built on leading consumer brands…

    Global expansion built on leading consumer brands… ANZ Middle Pacific Asia East Australia New Middle East Melanesia Polynesia Hong Kong Zealand #1 #1 #1 #1 #1 #3 SunRice brands have a trusted reputation for quality, with new customers beyond traditional markets acknowledging the superior price-value

  6. Slide 6: …and outstanding customer relationships

    …and outstanding customer relationships As a Food Ingredient Supplier …and a Food Service Partner 6

  7. Slide 7: Riverina supply cannot meet growing demand

    Riverina supply cannot meet growing demand Australian Rice Crop Size ‘000 Tonnes Demand 1,161 1,038 963 829 800 800 690 Drought period 244 205 167 66 19 07 08 09 10 11 12 13 14 15 16 17 Source: SunRice Crop Year 7

  8. Slide 8: Riverina and international supply sources since CY07

    Riverina and international supply sources since CY07 '000 Paddy Tonne Equivalent Australian Crop Size + International Supply Sources 2,000 Supply required beyond the Riverina 1,750 1,500 1,250 1,000 750 500 250 0 Australian Crop Vietnam US China & Taiwan Thailand Other Cambodia Source: SunRice 8

  9. Slide 9: Global rice sourcing has intensified

    Global rice sourcing has intensified • Australian rice harvest in CY16 declined to 244,000 tonnes: lowest since 2010. • During FY17, secured a total of 500,000 paddy tonnes from international sources (300,000 tonnes in FY16) - successfully filled the supply shortfall caused by lower CY16 Riverina cr

  10. Slide 10: Vietnam is now a key supply source

    Vietnam is now a key supply source  600,000 paddy tonnes of exports per annum: SunRice is one of Vietnam’s larger rice exporters (5% of total exports and ~50% of Japonica exports)  SunRice has ensured that the mills we contract are ISO and HACCP accredited  Pesticide, fertiliser and input managem

  11. Slide 11: Traded portfolio is critical

    Traded portfolio is critical International procurement allows SunRice business to :  Service markets unable to afford Australian rice (Pacific regions, PNG)  Capitalise on geographic indicators – Basmati, Thai Hom Mali  Flex supply in times of shortage  Take advantage of favourable world rice pr

  12. Slide 12: Positioning the Riverina as our premium supply source

    Positioning the Riverina as our premium supply source  Supply Riverina rice into premium end-markets to lift paddy returns - Sushi - Low GI  Requires our growers to focus on higher-returning varietals. SunRice will promote fewer, higher-earning varietals - Focus on Premium-market Medium Grain, Sho

  13. Slide 13: SunRice: A Long Term Commitment to the Riverina

    SunRice: A Long Term Commitment to the Riverina  We appreciate present circumstances will probably drive the size of the Riverina crop considerably lower in CY19  While many growers may not plant rice in CY19, SunRice wants to be there for growers when environmental conditions improve to make rice

SunRice (Ricegrowers Limited) — RGA Annual Conference 2018 on 6ix