Nufarm Limited · ASX:NUF
Nufarm — Macquarie Australia Conference 2020
16 slides from Nufarm's conference presentation, May 7, 2020
Slide 1: Nuseed – Macquarie Australia Conference 2020 ASX cover letter
Nufarm Limited ABN 090 323 312 7 May 2020 103-105 Pipe Road Laverton North VIC 3026 For personal use only Australia +61 3 9282 1000 Market Announcement Office nufarm.com Australian Securities Exchange 4th Floor, 20 Bridge Street SYDNEY NSW 2000 Dear Sir/Madam Nuseed – Macquarie Australia Conference
Slide 2: Delivering sustainable plant-based solutions
For personal use only Delivering sustainable plant-based solutions VALUE BEYOND YIELD® Virtual Macquarie Investor Conference May 7, 2020
Slide 3: Disclaimer
DISCLAIMER General For personal use only This presentation has been prepared by Nufarm Limited. The information contained in this presentation is for informational purposes only as at the date of this presentation.. The information contained in this presentation is not investment or financial produc
Slide 4: Opportunity for agriculture to meet new global challenges
new The agriculture industry has markets been built from a and value commodity and yield For personal use only mindset. There is ENTIRELY NEW exceptional SUSTAINABLE opportunity PLANT-BASED for SOLUTIONS agriculture to meet new global challenges. INPUT TRAITS OUTPUT TRAITS WITH AGRONOMIC WITH NEW CO
Slide 5: Value Beyond Yield: delivering plant-based solutions
—— INPUT TRAITS OUTPUT TRAITS * Grower/agronomic benefits * End-use/consumer benefits VALUE BEYOND YIELD GC = G = e@” “DELIVERING PLANT-BASED SOLUTIONS © i irely ne WORLD CLASS R&D GLOBALSEEDS —®shononow HYBRIDS Newnes SOLUTIONS ( Silobal germplasm BUSINESS —Spropritary * Industry collaboration Prov
Slide 6: Core Crop Overview
CORE CROP OVERVIEW For personal use only Canola Carinata Sorghum Sunflower ● #1 canola seed position in Australia ● Proprietary global position ● Top 3* position globally ● Global leader in the high value food ingredient segment ● Novel industrial oil ● Strength in food, feed and fuel ● Top 4* posit
Slide 7: Innovation investment has generated a strong pipeline
Innovation investment has generated a strong pipeline For personal use only Discovery Development Regional Testing Pre-Launch Canola Elite Blackleg Resistance Clubroot Resistance TruFlex® TT Hybrid Monola® High Oil High Oleic / Ultra Low Linolenic Aquaterra™ & Nutriterra™ New Omega-3 fatty acids Hig
Slide 8: Omega-3 Program
OMEGA-3 PROGRAM For personal use only • Proprietary aquafeed ingredient First plant-based sustainable • Proven in independent trials solution to global omega-3 • Launch in FY20 nutrient demand Relieves pressure on wild fish stocks • Developed for human nutrition Scalable to • Independent human
Slide 9: Industry acknowledging the benefits
For personal use only Industry acknowledging the benefits: Equivalent growth & feed conversion Supply advancements: Excellent skin & fillet color Improved stress & mortality response Successful 2019 grain harvest Improved sustainability index First ADM commercial crush completed April 20
Slide 10: Omega-3 canola as value beyond yield strategy in action
Omega-3 canola represents a compelling example of the value beyond yield strategy in action For personal use only Omega-3 canola model is a unique product targeting multiple downstream markets with significant supply constraints High value proposition with captive customer base Significant R&D inves
Slide 11: Carinata
CARINATA For personal use only Nuseed acquired technology (from Agrisoma Nov 2019) • Proprietary germplasm, patents, regulatory data and key personnel • Nuseed 2 year development program in South America • Leveraging 10+ years of R&D Carinata: a proven commercial crop • Brassica species, high biomas
Slide 12: Carinata value drivers and commercial status
CARINATA VALUE BEYOND YIELD COMMERCIAL STATUS For personal use only DRIVERS Green House • 2019 contract production Gas REDUCTION success in Argentina • Fossil-free fuel solution; certified • RSB certified, meets EU by world recognized leaders in Renewable Energy sustainability HIGH PROTEIN Directive
Slide 13: Carinata: another Value Beyond Yield strategy in action
Carinata …another significant Value Beyond Yield™ strategy in action For personal use only Custom designed output trait crop with data-driven sustainability certification model delivering best-in-class GHG feedstock into market with untapped potential High value proposition with broad customer base
Slide 14: Key Highlights
KEY HIGHLIGHTS For personal use only 1 Attractive scaled platform with an established, global footprint andcapability 2 Market leading seed positions in key crops 3 Significant product pipeline The unique Omega-3 canola product represents a significantopportunity 4 to address a market in growing def
Slide 15: Nuseed Around the World
NUSEED AROUND THE WORLD For personal use only Value BEYOND YIELD Excellent seed, service, and NEW opportunities for farm customers NEW sustainable plant-based solutions for end-use customers Nuseed Value Chains connecting contract growers and industry partners to supply end-use customers
Slide 16: Nufarm and Nuseed
For personal use only Nufarm and Nuseed Nuseed is a wholly-owned subsidiary of Nufarm Limited (ASX: NUF) Nufarm has manufacturing and marketing operations throughout Australia, New Zealand, Asia, North America and Europe and sells products in more than 100 countries around the world