Balchem Corporation · NASDAQ:BCPC
Balchem — Investor Presentation (November 2024)
15 slides from Balchem's investor presentation, November 2024
Slide 1: ReaShure-XC Precision Release Choline: The Next Generation Choline for Transition Cows
ReaShure-XC Precision Release Choline The Next Generation Choline for Transition Cows Confidential
Slide 2: Choline is an essential nutrient
Choline is an essential nutrient. ReaShure®-XC Precision Release Choline is rumen protected to effectively deliver that choline, ensuring a powerful launch to each lactation, to optimize peak milk and maximize productivity. ReaShure supports cow health during the challenging transition period, deliv
Slide 3: Outline
Outline • Introducing ReaShure-XC Precision Release Choline • Benefits: – Increased Milk Production – Cow Health – Reduced Metabolic Disorders – Calf Health & Growth • ROI Confidential
Slide 4: Balchem Solution
Balchem Solution Confidential
Slide 5: Superior Encapsulation Technology and Core Dynamics
Perfect Marriage Superior Encapsulation Superior Core Dynamics Technology • Pure choline chloride crystal • Balchem’s coating expertise core – Superior feed stability • Consistent particle size & – Excellent rumen protection geometry – Intestinal release Confidential
Slide 6: What is ReaShure-XC?
What is ReaShure-XC? 60% choline chloride concentration (2x) • 30 g/d/feeding rate • EU manufacturing • Non-GMO • Takes up less ration space • Improved handling • Less inventory & floor space • Reduced carbon footprint/improved sustainability § Lower transportation emissions (and costs) Confidential
Slide 7: Expected Results – Meta-analysis
Expected Results – Meta-analysis • Significant increase in DMI pre-partum • Significant increase in DMI post- partum • Significant increase in milk yield • Significant increase in ECM • Regardless starting milk production, RPC has been proven to consistently increase milk and ECM production Arshad e
Slide 8: Full Lactation Increased Milk Production
Full Lactation Increased Milk Production • Limited feeding period (42 days) • Results on the whole lactation – +2,10 kg milk/cow/day – 640,50 kg milk/cow for the entire lactation Confidential
Slide 9: Expected ROI
Expected ROI THE VALUE OF AN EXTRA 640,50 kg OF MILK/COW Additional Milk/Cow/Year Milk Price €/kg | Additional Annual Income (100 cows) © 0;352 € 22.418 640,50 kg! € 0,29 € 18.575 € 0,58+ € 37149 'Zenobi, et al. J Dairy Sci. 101:1088-0 (2018). 32019 Lowest Milk Price EU-28 22019 Average Milk Price E
Slide 10: Reduced Metabolic Disorders
Reduced Metabolic Disorders Effect of RP Choline on Metabolic Metrics Real Results Challenge - 122 Herds 16 16 -20.9% -58.4% 14 14 -25.6% +0.8% 12 12 -29.2% Incidence Rate 10 10 8 8 -42.3% - 13.3% - 13.5% -13.3% - 17.2% 6 6 - 41.4% - 32.0% 4 4 - 19.8% -40.0% 2 2 0 0 RP Metritis Mastitis Milk Fever D
Slide 11: Expected ROI: Economic Impact of Reduced Metabolic Disorders
Expected ROI ECONOMIC IMPACT OF REDUCED METABOLIC DISORDERS Cost Savings Incidence Cost €/100 % €/100 Disease Rate %¢ €/Case Cows Reduction Cows Mastitis 225 236! 5.310 34.7 1843 Metritis 8.9 225! 2.003 16.6 332 Retained Placenta 9.4 162' 1.523 nS 175 LDA 42 321 1.348 48.5 654 Clinical Ketosis 9.6 1
Slide 12: Calf Health & Growth
Calf Health & Growth Confidential
Slide 13: Expected ROI: The Value of a Heavier Heifer
Expected ROI THE VALUE OF A HEAVIER HEIFER AT FIRST CALVING! Additional Additional Milk Income/Year Body Weight Additional Milk Price. From 1st Lactation Animals (35) at First Calving Milk/Year €/kg | (100 cow herd x 35% heifers=35 heifers) € 0,355 € 5.574 36 kg? 455 kg € 0,294 € 4618 € 0,585 € 9,23
Slide 14: Overall Economic Returns
Overall Economic Returns Two decades of peer-reviewed research has demonstrated that cows respond in multiple ways to supplemental choline in their diets. Though not every cow responds the same, research proves that delivering choline during transition leads to substantial return from a small invest
Slide 15: Balchem: Solve Today. Shape Tomorrow.
we - balchem e - Solve Today. Shape Tomorrow. Confidential