Noumi Limited · ASX:NOU
Noumi — Bell Potter Home Grown Agriculture Conference 2022
16 slides from Noumi's conference presentation, Jun 9, 2022
Slide 1: ASX announcement: Bell Potter Home Grown Agriculture Conference 2022
Noumi Limited 80 Box Road Taren Point NSW 2229 Australia ABN 41 002 814 235 For personal use only 9 June 2022 ASX Market Announcements ASX Limited Exchange Centre 20 Bridge Street Sydney NSW 2000 Bell Potter Home Grown Agriculture Conference 2022 Noumi Limited (ASX: NOU) (the Company) attaches a pre
Slide 2: Bell Potter Home Grown Conference
For personal use only Bell Potter Home Grown Conference 9 June 2022
Slide 3: Important notice and disclaimer
Important notice and disclaimer Summary Information Only For personal use only This presentation criteria contains general information about Noumi Limited and its consolidated entities (“Noumi Limited”) and its activities current as at the date of this presentation. It is provided in summary and doe
Slide 4: Agenda
Agenda For personal use only JOURNEY 01 BUSINESS SEGMENTS 02 SUSTAINABILITY 03 CLOSING REMARKS 04 Bell Potter Home Grown | 9 June 2022
Slide 5: Journey
For personal use only Journey Bell Potter Home Grown | 9 June 2022
Slide 6: FY22 puts Noumi firmly in the Transform phase
FY22 puts Noumi firmly in the Transform phase For personal use only FY21 FY21 - 23 FY23 - 25 RESET TRANSFORM GROW The financial, structural, operational Actions to Transform the Company, are Those improvements provide the and cultural Reset of the Company was underway, with operational springboard t
Slide 7: Reset - What has been achieved so far?
Reset - What has been achieved so far? The Company has made significant progress on the turnaround since June 2020 For personal use only Development of detailed business Financial Improvement Board and Management renewal Cultural and Governance change plan and operating strategy ✓ HY22 results showe
Slide 8: H1 Revenue composition
H1 Revenue composition 1 For personal use only Plant-based Traded Milk Export 31% 3% ANZ Retail 29% 36% 4% 20% 66% Other 12% Out-of-home Bulk Dairy & Nutritionals Southeast Asia3 Contract 9% 19% MILKLAB 21% China 20% REGION BRAND2 26% Private Label 10% Australia’s Own 71% 3% ANZ 9% 6% PUREnFERRIN 7%
Slide 9: Business Segments
For personal use only Business Segments Bell Potter Home Grown | 9 June 2022
Slide 10: Plant Based
Plant Based For personal use only Noumi continued to innovate in plant-based milk with launch of Barista Oat, Organic Oat and Plant Blends MILKLAB domestic sales increased 32% in the half year. MILKLAB now sold in over 20 countries Noumi brands continued to build customer loyalty as health-conscious
Slide 11: Dairy & Nutritionals
Dairy & Nutritionals For personal use only Global dairy pricing strengthening with farm gate milk supply competition also increasing Progress made on operational improvement Sports Nutrition segment in retail at $270m and +18% growth1. Total category, including e-com and specialty at $1.2bn2 Noumi d
Slide 12: Challenges and Opportunities
Challenges and Opportunities For personal use only Supply chain Pricing volatility Strong demand Local sourcing Bell Potter Home Grown | 9 June 2022
Slide 13: Healthier Tomorrow Plan: 2025 Strategic Framework
Healthier Tomorrow Plan: 2025 Strategic Framework Pillar HEALTHIER PLANET HEALTHIER WORKPLACE HEALTHIER LIFESTYLES For personal use only We will continuously improve our We will create products and offer resources Pillar environmental footprint for future Our people live our values and are supported
Slide 14: Strategy | Plant-based Beverages
Strategy | Plant-based Beverages For personal use only Focus Areas Continued new product development and innovation in the > growth areas of out-of-home, retail and export channels Continued growth in export markets, with a focus on > Southeast Asia Energising the larger field force to engage with c
Slide 15: Strategy | Dairy & Nutritionals
Strategy | Dairy & Nutritionals For personal use only Focus Areas Actively working with retail customers to pass through > material cost increases. Successfully passing through costs fundamental to performance Accelerate delivery of operational efficiency programs > across processing facilities to i
Slide 16: Imagining a healthier tomorrow
For personal use only noum. Imagining a healthier tomorrow
Noumi — Bell Potter Home Grown Agriculture Conference 2022 on 6ix