Nufarm Limited · ASX:NUF
Nufarm — Macquarie Securities Conference Australia 2017
15 slides from Nufarm's conference presentation, May 3, 2017
Slide 1: Macquarie Securities Conference Australia
For personal use only Macquarie Securities Conference Australia Greg Hunt Managing director and chief executive officer Wednesday, 3 May 2017
Slide 2: Disclaimer
Disclaimer For personal use only General This presentation has been prepared by Nufarm Limited. The information contained in this presentation is for informational purposes only. The information contained in this presentation is not investment or financial product advice and is not intended to be us
Slide 3: Nufarm – positioned for growth
For personal use only Nufarm – positioned for growth 3
Slide 4: Opportunities in a growing world
Opportunities in a growing world For personal use only Increasing yield of food crops is fundamental. By 2050 the human From a Crop Protection perspective: population is forecast to The fundamental need to control weeds, pests and expand to disease in crop production will continue 9 billion The numb
Slide 5: A century of expansion, change and growth
A century of expansion, change and growth For personal use only Leads consolidation of Australian industry Crop Care acquisition The New Expands into South America Zealand via Agripec (Brazil) and Farmers Initial expansion into SE Agrogen (Colombia) Launch of Fertilizer Asia revised Company Nufarm I
Slide 6: Established global platform
Established global platform Global Product development centres For personal use only 11 manufacturing plants in Australia, Europe and the Americas 2016 Established marketing and A leader in Crop Protection distribution capability in key phenoxy Market Snapshot agricultural markets herbicides $50 Mar
Slide 7: A focused strategy that builds on our strengths
A focused strategy that builds on our strengths Core geographies and crops For personal use only Pasture, Trees, nuts, vines Soybean Cereal Corn turf & ornamentals & vegetables 7
Slide 8: Delivering on our goals
Delivering on our goals Over the last 2 years we have achieved strong growth despite industry For personal use only headwinds Financial achievements: Strategic achievements: Delivering on commitments Primed for growth • Margin expansion +300bps • Completed strategy review – Focus • Underlying EBIT i
Slide 9: A diversified and growing revenue base
A diversified and growing revenue base For personal use only Insecticide 4 year revenue & profit growth 10% Herbicide 2,791 Fungicide 2,737 63% 2,622 11% 2016 287 Seed 2,277 $2,791m Technologies 5% 237 Other 201 11% 187 Australia/NZ 20% North America Asia 23% 5% Seed 2016 Technologies $2,791m 5% 201
Slide 10: Strengthening our global supply chain
Strengthening our global supply chain For personal use only Linz, Austria Wyke, UK Gaillon, Chicago France Heights, USA Alsip, USA Kuala Lumpur, Fortaleza, Malaysia Brazil Merak, Indonesia Sales countries Crop protection production Kwinana, Australia Regional HQ Cairo, Egypt Pipe Road, Australia Ray
Slide 11: Portfolio revenue and margin growth
Portfolio revenue and margin growth For personal use only Crop plans & portfolio Project M&A Sumitomo & other gaps identified reviews opportunities strategic alliances • New strategy • More efficient use of • Unprecedented • Aligning with strengthens focus on capital though centre- consolidation in
Slide 12: Omega-3 canola opportunity
Omega-3 canola opportunity Well advanced in the development of a proprietary, sustainable and land-based For personal use only source of healthy long-chain omega-3 oils Global Global omega-3 market Omega-3 Projected value: 2023 oil market US$3.2B Omega-3 oils by 2023 (projected) deficit Animal feed
Slide 13: Current trading conditions & outlook
Current trading conditions & outlook Market conditions remain competitive with relatively low soft commodity prices prevailing due to high inventories and strong global crop harvests For personal use only Seasonal conditions in Australia currently above average, which should support strong plantings
Slide 14: Investment outlook
Investment outlook Value proposition For personal use only Global Diversified Valuable Established Significant manufacturing, business across differentiated strategic scope to marketing and geographies product portfolio alliances and strengthen distribution and products. with proven commercial margi
Slide 15: Grow a better tomorrow.
Grow a better tomorrow. For personal use only er Nufarm — Growa better tomorrow.
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