Ag Growth International Inc. · TSX:AFN
Ag Growth International — Investor Presentation (September 2018)
15 slides from Ag Growth International's investor presentation, September 2018
Slide 1: Engineering Growth Investor Presentation
ENGINEERING GROWTH INVESTOR PRESENTATION | SEPTEMBER 2018
Slide 2: Safe Harbor Statement
Safe Harbor Statement Certain statements contained herein constitute forward-looking statements that reflect our expectations regarding the future growth, results of operations, performance, business prospects, and opportunities of the Company. Forward-looking statements may contain such words as “a
Slide 3: AGI Overview
AGI Overview The AGI Leading Financial Our Growth Innovation Advantage Brands & Strength Strategy & Future Operations • System Solutions • 30 market- • $1.0 billion • 5-6-7 Strategy • Positive market leading brands market cap outlook • Platform • Diversification perspective • $750M+ • Leverage new •
Slide 4: 5-6-7 Strategy
5-6-7 Strategy ~~ AUSTRALIA STRUCTURES PROCESS HANDLING. CONTROLS
Slide 5: Providing Solutions and Full Systems
Providing Solutions and Full Systems PARTNERING WITH OUR CUSTOMERS … an important shift
Slide 6: Leader in Global Food Infrastructure
Leader in Global Food Infrastructure
Slide 7: Global Food Infrastructure
✓ Global Markets ✓ Population & dietary ✓ Evolving Safety Capex change ✓ Fragmented markets ✓ Sustainable ✓ Single source systems Maintenance & Expansion Capex ✓ Monitoring Requirements Global Food ✓ Evolving Product & Capacity ✓ Regional Considerations Infrastructure. Requirements ✓ Data Opportunit
Slide 8: Fertilizer Seed Food
5-6-7 FERTILIZER SEED Grain GRAIN Seed KEY FACTS: • xxx • xxx • xxx Feed FOOD FEED
Slide 9: Strategic Growth
Strategic Growth 2018 - CMC | JUNGE CONTROL | DANMARE | SABE 2017 - MFS | YORK | STORMOR | BROWNIE | HUTCHINSON | MAYRATH | NECO | SENTINEL 2016 - AGI BRASIL | NUVISION | MIMS | YARGUS 2015 - WESTEEL | PTM | FRAME | VIS 2014 - REM 2011 - AIRLANCO 2010 - TRAMCO 2007 - TWISTER | UNION IRON 2006 - HI R
Slide 10: Recent Acquisition
Recent Acquisition Sabe Group Companies ▪ Head office and primary manufacturing facility in Chauché, France and second facility in Naizin, France ▪ Provides processing solutions to the food, pet food, animal feed, fertilizer, and biomass industries ▪ Serves a global client base and has a turnkey app
Slide 11: Annual Trade Sales and Adjusted EBITDA
Annual Trade Sales and Adjusted EBITDA $755.6 $546.6 $438.9 $476.7 $409.7 $358.3 2013 2014 2015 2016 2017 H1 2018 $123.3 $100.3 $78.2 $73.3 $79.9 $64.3 18% 19% 17% 18% 16% 17% 2013 2014 2015 2016 2017 H1 2018
Slide 12: Q2 2018: Building on the Momentum
Q2 2018: Building on the Momentum $262.7 $222.2 $143.5 $112.4 $113.9 $263 MILLION +18% Q2 2014 Q2 2015 Q2 2016 Q2 2017 Q2 2018 $49.2 $40.1 $23.2 $22.4 $26.0 $49 MILLION $35 MILLION +23% +43% Q2 2014 Q2 2015 Q2 2016 Q2 2017 Q2 2018
Slide 13: Payout Ratio and Leverage
Payout Ratio and Leverage Payout Ratio TOTAL 4.32x 56% 44% SENIOR 2.14x LTM June 30 2017 LTM June 30 2018
Slide 14: 2018 Outlook
2018 Outlook Canadian Farm Market U.S. Farm Market Crop Volumes Outlook: Stable/Positive Outlook: Improving Outlook: Long Term Growth North American International Commercial Business Commercial Business Outlook: Stable Outlook: Strengthening
Slide 15: Engineering Growth
OCKET Bilt 20 MT 3 i We 5 os] 27 j Yas i 1 V/A Sj i] ya ™ ENGINEERING GROWTH
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