Nufarm Limited · ASX:NUF
Nufarm — Shareholder Meeting (December 2020)
14 slides from Nufarm's shareholder meeting presentation, Dec 18, 2020
Slide 1: ASX announcement: AGM speech and presentation
18 December 2020 Nufarm Limited ACN 091 323 312 103-105 Pipe Road Market Announcements Office Laverton North VIC 3026 For personal use only Australian Securities Exchange Australia Level 4, 20 Bridge Street +61 3 9282 1000 SYDNEY NSW 2000 nufarm.com ELECTRONIC LODGEMENT Dear Sir/Madam NUFARM LIMITED
Slide 2: Chairman's address: John Gillam
Nufarm Limited Annual General Meeting For personal use only Friday 18 December 2020 at 10.00 am John Gillam, Chairman I am very honoured to be here at my first AGM for Nufarm since joining the company in July. I want to begin by acknowledging the tremendous contribution of our previous Chairman, Don
Slide 3: Chairman's address (continued)
To achieve full potential from Nufarm’s businesses, processes and systems that support high quality performance must be enhanced. Being able to better serve the needs of customers is fundamental to this. There is impressive industry knowledge and expertise across Nufarm’s senior management team and
Slide 4: Managing Director's address: Greg Hunt
Greg Hunt, Managing Director and CEO Thankyou John. Good morning and welcome to everyone joining us today. 2020 certainly wasn’t the year anyone would have planned. We are fortunate that Nufarm’s For personal use only products are essential inputs to the agricultural industry and therefore our busin
Slide 5: Managing Director's address: supply chain and margins
To improve margins, we are focusing on our supply chain operations. We have announced two major initiatives with the manufacture of 2,4-D herbicide in Austria and insecticide and fungicide manufacturing in Australia to cease in 2021. The scale and cost position of these facilities has declined relat
Slide 6: Seed technologies and trading update
While the contribution from these new technologies will drive future revenue, we expect to see growth in the short term from the hybrid technologies that we’ve launched across our canola, sunflower and sorghum platforms. Trading Update Following the sale of our South American assets we decided to ch
Slide 7: Nufarm Limited 2020 Annual General Meeting
Nufarm Limited 2020 Annual General Meeting For personal use only
Slide 8: 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 9: Chairman's address
Chairman’s address For personal use only John Gillam 3
Slide 10: Managing Director's address
Managing Director’s address For personal use only Greg Hunt 4
Slide 11: FY20 Overview
FY20 Overview The statutory net loss of $456m included the impact of discontinued operations and material items For personal use only Teams adapted quickly to Good momentum was Earnings growth in Asia Underlying cash from Our financial position the COVID-19 pandemic generated in most regions Pacific
Slide 12: Group trading update
Group trading update Improved seasonal conditions driving revenue growth For personal use only Proforma Group revenue (AUD$m) Up 47% • Aug-Nov is a relatively quiet trading period with 361 the majority of revenue and earnings derived in 337 Q2 and Q3 of the new financial year • A return to more norm
Slide 13: Regional trading update: Europe and APAC
Regional trading update Improved seasonal conditions driving revenue growth For personal use only Proforma Europe revenue Proforma APAC revenue (AUD$m) (AUD$m) Up Up 86% 59% 93 123 127 92 59 79 80 48 50 67 37 35 AUG-SEP OCT-NOV AUG-SEP OCT-NOV CY18 CY19 CY20 CY18 CY19 CY20 • Aug–Nov is a relatively
Slide 14: Regional trading update: North America and Seed Technologies
Regional trading update Improved seasonal conditions driving revenue growth For personal use only Proforma North American revenue Proforma Seed Technologies revenue (AUD$m) (AUD$m) Up 18% 143 Up 129 117% 113 109 14 13 13 71 74 8 7 6 AUG-SEP OCT-NOV AUG-SEP OCT-NOV CY18 CY19 CY20 CY18 CY19 CY20 • Imp