Quantum Foods Holdings Ltd · JSE:QFH
Quantum Foods — Shareholder Meeting (February 2019)
9 slides from Quantum Foods's shareholder meeting presentation, Feb 15, 2019
Slide 1: Annual General Meeting
ANNUAL GENERAL MEETING 15 February 2019 Rhebokskloof Paarl
Slide 2: Agenda
AGENDA Raw material Layer industry Operational Outlook update dynamics update Annual General Meeting February 2019 2
Slide 3: Raw Material Update YTD January 2019
RAW MATERIAL UPDATE YTD JANUARY 2019 › SAFEX maize increased by 26% › Soybean meal prices increased by 13% › ZAR / US$ rate weakened by 7% › Bran and chop prices follow maize price trends Annual General Meeting February 2019 3
Slide 4: Layer Industry Dynamics
LAYER INDUSTRY DYNAMICS › Layer flock projected to be at 26.2m by March 2019 (record high) › Egg prices declined from January 2018 to January 2019 by 19.9% › Supply and demand imbalance due to record layer flock and consumer stress Annual General Meeting February 2019 4
Slide 5: Projected National Laying Flock
PROJECTED NATIONAL LAYING FLOCK Annual General Meeting February 2019 5
Slide 6: Egg and SAFEX Maize Prices
EGG AND SAFEX MAIZE PRICES 150 140 130 120 110 100 90 Jun-17 Aug-17 Oct-17 Dec-17 Feb-18 Apr-18 Jun-18 Aug-18 Oct-18 Dec-18 EGG PRICE SAFEX MAIZE PRICE Annual General Meeting February 2019 6
Slide 7: Operational Update
OPERATIONAL UPDATE › Overhead cost increase per unit below 5% › Commercial farm productivity for both layers and broilers are satisfactory › Slow improvement in broiler breeder productivity › Pack station efficiency indicators within targets › African poultry productivity generally acceptable Annual
Slide 8: Outlook
OUTLOOK › Defensive model in farming and feeds should provide solid profit basis › Increased headwinds in egg business › African financial performance weaker than 2018 but should be acceptable Annual General Meeting February 2019 8
Slide 9: Thank you
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Quantum Foods Holdings — Shareholder Meeting (February 2019) on 6ix