Origin Agritech Limited · NASDAQ:SEED
Origin Agritech — Investor Presentation (November 2023)
19 slides from Origin Agritech's investor presentation, November 2023
Slide 1: Origin Agritech Corporate Presentation November 2023
Origin Agritech NASDAQ: SEED Corporate Presentation November 2023
Slide 2: Forward Looking Statements and Disclaimers
Forward Looking Statements and Disclaimers This communication contains "forward-looking statements" as defined in the federal securities laws, including Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, as amended, and as defined in the U.S. Private Se
Slide 3: About Us
Origin Agritech About Us How it started Where we are Where we're going Founded in 1997 GMO commercial seed Gene editing speeding up Heritage in hybrid corn production in 2023 innovation breeding 2nd & 3rd generation BT & Using leading tech to R&D developing GMO seed GT GMO corn in safety create corn
Slide 4: The Chinese Food Security Problem
The Chinese Food Security Problem Tough Mismatch Dependent on Imports Climate Change Inflation With 22% of the world's Recent trade tensions and Global crop yields could fall Corn prices have risen 100% population but only 10% of the COVID related supply chain about 30% because of climate and fertil
Slide 5: Corn yields are 45% lower in China than the USA
Corn yields are 45% lower in China than the USA China has a larger corn harvest area than USA but lower production China's past GMO limitations and lower tech family farms are the reason 5
Slide 6: China's historic agricultural modernization begins...
China's historic agricultural modernization begins... Government GMO corn approval in February 2023 4 million mu (660k acres) to be planted this year 1% of the total corn harvest area. Likely 90%+ GMO within 5 years like with Monsanto in USA. Foreign companies not allowed to sell GMO corn in China O
Slide 7: Origin's GMO Portfolio
Origin's GMO Portfolio Phytase Corn Herbicide and Insect Resistance Drought Resistance Origin's Phytase corn GMO is the first GMO corn trait to The first and only triple stack GMO corn hybrid entering Origin drought resistant gene is the only one in China. Filed receive biosafety certificate in 2009
Slide 8: Origin's Solution: 3 Pillars of Agritech Innovation
Origin's Solution: 3 Pillars of Agritech Innovation Germplasm Gene editing GMO traits Origin's huge Origin is a leading Origin has all of library of thriving player in using the major GMO hybrid corn gene editing to traits integrated varieties are the create innovative into its hybrid corn solid fou
Slide 9: Origin's Germplasm Superiority
Origin's Germplasm Superiority Origin's 26 years of R&D on hybrid corn provide a huge competitive advantage GMO and Germplasm Go Hand in Hand Validated Technology GMO traits only modify a few genetic traits; the underlying seed 112 hybrids approved as new varieties in last 26 years variety needs to
Slide 10: Origin's Breakthrough Gene Editing Plant Breeding
Origin's Breakthrough Gene Editing Plant Breeding 2016 2022 2023 Origin established gene Origin developed nitrogen Origin conducted intensive editing platform efficiency corn through gene tests for nitrogen-efficiency editing method trait and field evaluated in Origin's commercial lines 2023 2021 Or
Slide 11: Effect of nitrogen-efficiency inbred
Ed ited B7 3 B7 3 Effect of nitrogen- efficiency inbred B73 and control B73 EB-73 EB-73 B73 EB-73 EB-73 11
Slide 12: Give the customers what they want...
Give the customers what they want... Origin's elite hybrid corn (germplasm) Use gene editing to turn on & off genes to create what customer wants (i.e. high protein) Integrate GMO traits into new variety (herbicide and insect resistance) to make corn even better with higher yield Contract grow the n
Slide 13: Our Innovation is Disrupting a $75B Industry
Our Innovation is Disrupting a $75B Industry First example of vertically integrated business model... Nutritionally enhanced corn (NEC) eliminates the need for expensive additives in hog feed Doubles feedstock companies' margins No competition for the product Feedstock in China is a $75 billion mark
Slide 14: Business Model of Supply Chain
Business Model of Supply Chain New Hybrid Development With innovation we control more of the supply chain Feed/Food Processing Field Grain Grow NEC corn Industry Production rather than just sell seed Increases our revenue and profit Trade & Post potential Transport Harvest/Storage 14
Slide 15: Expanding to NEC Corn Production, Dramatically Increases the Market Size
Expanding to NEC Corn Production, Dramatically Increases the Market Size *Market size in billions of dollars $417 $83.5 $3.5 $4.6 Hybrid Corn Seed GMO Corn Seed Corn Production Feed/Food Industry 15
Slide 16: Initial Rollout of NEC Corn Supply Chain
Initial Rollout of NEC Corn Supply Chain Growing ~5,000 acres Expands Origin's of NEC corn in market opportunity > Xinjiang 20x Grown by Origin's Joint Venture, Baodao $83 billion market for feedstock Origin Agritech and Livestock Co. Ltd. In negotiations for Constructing 100,000- similar deals in o
Slide 17: Strategic Alliances
Strategic Alliances *More partnerships in the works! China Academy of China Agricultural National Maize Henan Agricultural Agricultural Sciences University Improvement Center University 17
Slide 18: Investment Highlights
Investment Highlights Origin Agritech 1 Nascent multi-billion 4 NEC corn to drive market for GMO corn growth Harvesting 5,000 acres in Xinjiang 2 Leader in gene editing Speeding up the pace of innovation and 5 GMO revenues to kick staying ahead of competitors in Big growth driver 3 Seeds ---> vertic
Slide 19: We want to hear from you.
You've heard from us. we want to hear from you. Joe Ramelli, VP of Business Development 310.845.6238 [email protected] For Mandarin Speakers: Kate Lang +86 186.1839.3368 [email protected] Matt Abenante, Strategic Investor Relations, LLC 347.947.2093 [email protected]
Origin Agritech — Investor Presentation (November 2023) on 6ix