M.p. Evans Group Plc · LSE:MPE

M.p. Evans — Shareholder Meeting (June 2019)

9 slides from M.p. Evans's shareholder meeting presentation, Jun 14, 2019

  1. Slide 1: Annual General Meeting

    M.P. EVANS GROUP PLC AGM: 14 June 2019 ANNUAL GENERAL MEETING Friday 14 June 2019

  2. Slide 2: A geographically-diversified plantation portfolio

    M.P. EVANS GROUP PLC AGM: 14 June 2019 A geographically-diversified plantation portfolio 6 Kota Bangun estates (15,100 ha) 7 Bumi Mas (8,900 ha) 8 Bertam Properties and Bertam Estate 1 Pangkatan Group (7,000 ha) 2 Kerasaan (2,300 ha) 3 Simpang Kiri (2,400 ha) 4 Bangka (10,000 ha) 5 Musi Rawas (7,300

  3. Slide 3: Operational Overview

    M.P. EVANS GROUP PLC AGM: 14 June 2019 8 OPERATIONAL OVERVIEW • Crop growth of 32% as hectarage increases and young plantings mature… • … underpinning 25% increase in CPO production • 77% of Group production is certified sustainable, rising in future • Growth in planted areas presages future crop an

  4. Slide 4: A year with poor CPO prices held back financial results

    M.P. EVANS GROUP PLC AGM: 14 June 2019 A year with poor CPO prices held back financial results Revenue Cost per tonne Normal dividend -7% -14% Maintained Revenue of Decrease in cost per Dividend for the year of US$108.6 million tonne of palm product to 17.75 pence per share (2017 US$116.5 million) U

  5. Slide 5: Operational Investment

    M.P. EVANS GROUP PLC AGM: 14 June 2019 8 OPERATIONAL INVESTMENT • Completion of planting at Musi Rawas in South Sumatra • New mill under construction in Kota Bangun • New mills planned for Bumi Mas (2021) and Musi Rawas (2023) • Completion of bunds and water gates in Kota Bangun • CPO tank sites in

  6. Slide 6: Growth in planted areas presages future crop and revenue growth

    M.P. EVANS GROUP PLC AGM: 14 June 2019 Growth in planted areas presages future crop and revenue growth … Actual and projected crop 2011 – 2028 (‘000 tonnes) • Acquisition of Bumi Mas has lowered 1,600 average palm age to 7 years Group Co-operatives 1,400 • Without further acquisition total crop 1,20

  7. Slide 7: High operational standards keep costs low

    M.P. EVANS GROUP PLC AGM: 14 June 2019 … as high operational standards keep costs low Cost of palm product 2012 - 2018 (US$ per tonne) • Upward cost pressure from labour but 550 mitigated through careful management 500 • High operational standards keep crop high and costs low 450 • Group’s cost-per-

  8. Slide 8: Long history, bright future

    M.P. EVANS GROUP PLC AGM: 14 June 2019 14 Long history, bright future • M.P. Evans continues to carry out its strategy… • … to generate both income and value growth for shareholders … • … in a sustainable manner Interim results 2016 7

  9. Slide 9: M.P. EVANS GROUP PLC AGM: 14 June 2019

    M.P. EVANS GROUP PLC AGM: 14 June 2019

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