Ricegrowers Ltd. Class B · ASX:SGLLV
Ricegrowers Ltd. Class B — RGA Annual Conference 2017
18 slides from Ricegrowers Ltd. Class B's conference presentation, Aug 3, 2017
Slide 1: RGA Annual Conference - Rob Gordon, CEO
xxxxxx xxxxx February 6, 2014 RGA Annual Conference Rob Gordon - CEO 3 August 2017
Slide 2: The 2012 Strategy and its benefits
In 2012, we pursued a Strategy that moved from marketing the Australian rice crop to servicing market demand for branded rice products. The 2012 Strategy Benefits of this Strategy 1 Move from bulk to branded Less volatile pricing Higher profits and returns 2 Premiumisation Less volatile pricin
Slide 3: Healthy financial performance and shareholder returns
This translated into a very healthy financial performance, marked by strong sales and profit growth in addition to significant increases in shareholder returns 3
Slide 4: What's been a challenge?
What’s been a challenge? 1 Ensuring an attractive 2 3 Over reliance on 1-2 key Volatility of the AU return for our Riverina markets supply rice grower Medium Grain commands less of More challenging conditions for a premium the Riverina rice grower Sovereign risk Increased The increase High water in
Slide 5: Food trends that affect SunRice
Fortunately, being an Australian-owned branded rice player today is exciting given that the world is changing in our favour Food trends that affect SunRice 5
Slide 6: Diversify into new markets - 1/6
Our opportunity to grow and diversify, whilst playing to our core capability is an exciting path for the company – 1/6 Food trend SunRice intent Developing countries that are rice eating nations are ramping up the Diversify into new markets wealth curve, in search for premium and convenience New m
Slide 7: Low GI rice opportunity - 2/6
Our opportunity to grow and diversify, whilst playing to our core capability is an exciting path for the company – 2/6 Food trend SunRice intent Rice eating nations are becoming Aggressive expansion of our Low GI Rice obese and diabetic, and will likely especially into Asia favour a Low GI offering
Slide 8: Sushi and Short Grains expansion - 3/6
Our opportunity to grow and diversify, whilst playing to our core capability is an exciting path for the company – 3/6 Food trend SunRice intent An ongoing global fascination with Aggressive expansion of Short Grains to Sushi consumers in new and existing markets Not many places in the world can g
Slide 9: Low GI and Sushi returns to the Riverina grower
Sidebar: A look at Low GI and Sushi returns show that they offer an attractive proposition to the Riverina grower Indexed – a comparison of paddy returns Medium Grain to High-returning markets = The Riverina should be positioned Indexed at 100 as the premium Medium Grain 219 source for premium Med
Slide 10: Healthy snacking - 4/6
Our opportunity to grow and diversify, whilst playing to our core capability is an exciting path for the company – 4/6 Food trend SunRice intent Diversify the portfolio by building our Healthy Snacking on the rise high-value Rice-based Snacks into a (including Gluten Free Snacks) sales pillar Heal
Slide 11: Rice-derived ingredients - 5/6
Our opportunity to grow and diversify, whilst playing to our core capability is an exciting path for the company – 5/6 Food trend SunRice intent Movement away from sugars, gluten and animal protein has led to growth Diversify the portfolio by building a high- in rice flour, rice syrups, rice bran +
Slide 12: Food safety and quality commitment - 6/6
Our opportunity to grow and diversify, whilst playing to our core capability is an exciting path for the company – 6/6 Food trend SunRice intent Many rice-eating nations are Emphasise and invest in our commitment searching for food safety assurances to quality The clean and green rice offering of
Slide 13: Multi-varietal, globally sourced supply
With respect to supply, our dual-source (largely) Medium Grain play should move to a multi-varietal and globally-sourced play, notably with the development of a solid supply source in Asia eg. Vietnam Cambodia Premium Medium Grain Myanmar Medium Grain Short Grains Long grains Premium Medium Grain Op
Slide 14: Market focus and target markets
With respect to our market focus, we need to continue with our established markets, but also use our multi-varietal offering to dream bigger Packaged Rice Premium and increase in second-tier Asia Sushi in the offers in UK and EU Middle East Sushi in the US Food Safety Low GI and in Asia Sushi play a
Slide 15: Multi-origin, multi-destination portfolio push
We can use this multi-origin and multi-destination capability to aggressively push out a broader portfolio. This would move us from our current Mini Bites, Rice and Flour play in Australia, to a dual supply base in a large number of value-added rice products that would allow us to compete in the reg
Slide 16: What would the Strategy do for SunRice?
What would the Strategy do for SunRice? Look after the Australian grower Strong financials Emphasise high Grow at 11% CAGR to returning varietals reach $2bn sales by 2021* Resilient, High R&D investments to Diversified portfolio profitable paddy improve returns and growth prices Ensure our
Slide 17: Middle East success story from C12 Strategy
Our previous strategy saw the significant growth of our branded presence in the Middle East business - which has grown to the point where it has become a pillar for the business Total Middle East Volume C12 – C16 Middle East Sales and EBIT C12 Indexed to C12 Middle East Volume = 100 – C15 Indexed to
Slide 18: What would the Strategy do for SunRice?
What would the Strategy do for SunRice? Look after the Australian grower Strong financials Emphasise high Grow at 11% CAGR to returning varietals reach $2bn sales by 2021* Resilient, High R&D investments to Diversified portfolio profitable paddy improve returns and growth prices Ensure our
Ricegrowers Limited (SunRice) — RGA Annual Conference 2017 on 6ix