Olam Group Limited · SGX:VC2
Olam — Shareholder Meeting (April 2025)
11 slides from Olam's shareholder meeting presentation, Apr 25, 2025
Slide 1: Unlocking value: Update on Re-organisation Plan
Olam Group Limited Unlocking value: Update on Re-organisation Subtitle and Date Plan Fourth Annual General Meeting April 25, 2025 | Singapore
Slide 2: Cautionary note on forward-looking statements
Cautionary note on forward-looking statements This presentation entitled “Unlocking value: Update on Re-organisation Plan” may contain statements regarding the business of Olam Group Limited and its subsidiaries (“the Group”) that are of a forward-looking nature and are therefore based on management
Slide 3: Re-organisation Plan: Core elements
Re-organisation Plan Core elements 1. Clear separation of Olam Group into three distinct operating entities – ofi (Olam Food Ingredients), Olam Agri and Remaining Olam Group 2. Attract natural, long-term owners for each operating entity and business, who are fully aligned with the long-term strategy
Slide 4: 2020 Re-organisation Plan: What we have achieved so far (1/2)
2020 Re-organisation Plan What we have achieved so far (1/2) • Jan 2020: We announced the Re-organisation of our diverse business portfolio into three distinct operating groups – ofi, Olam Agri and the Remaining Olam Group – to maximise and unlock Olam Group’s long-term shareholder value via potenti
Slide 5: What we have achieved so far (2/2)
2020 Re-organisation Plan What we have achieved so far (2/2) • Feb 2025: Announced key milestone transaction which illuminated significant value with the proposed sale of its remaining 64.57% stake in Olam Agri at an attractive valuation of US$4.0 billion on a 100% basis: • 14% valuation uplift from
Slide 6: Updated 2025 Re-organisation Plan: Achieve key objectives
Updated 2025 Re-organisation Plan: Achieve 3 key objectives 1 2 3 De-lever Remaining Olam Group’s Invest US$500 million of equity into Responsibly divest and monetise balance sheet and make it debt- ofi all of the Remaining Olam Group’s free and self-sustaining • Continue to support various assets a
Slide 7: Value creation plan for shareholders (1/2)
Value creation plan for shareholders (1/2) US$ billion 4.0 3.5 1 Olam Agri 1.2 Discovered 2022 minority stake Olam Agri 2023 Valuation sale implied valuation book value Sale of Olam Agri: Strong validation of value creation thesis • Explored both public and private routes; 2-step • Divestment of Ola
Slide 8: Value creation plan for shareholders (2/2)
Value creation plan for shareholders (2/2) Unlocking intrinsic value in Remaining Olam Group and ofi 2 Remaining 3 Olam Group • Assets and businesses consist of Olam Global Holdco • Diversified and complementary portfolio with integrated (Olam Palm Gabon, Olam Rubber Gabon, Rusmolco, platforms that
Slide 9: Updated 2025 Re-organisation Plan Conclusion
Updated 2025 Re-organisation Plan Conclusion The Updated 2025 Re-organisation Plan provides greater clarity on the steps to be taken to strengthen the Group’s balance sheet, ensure resilience of its operating groups and unlock value for OGL shareholders. 9 Olam Group Limited Fourth Annual General Me
Slide 10: Key questions from shareholders
Key questions from shareholders 1 Does the current 2 What are the core 3 What are the 4 Going forward, 5 What is the market cap of elements of the challenges that what is the impact of US OGL fairly reflect 2020 and 2025 Re- you anticipate in dividend tariffs on the the combined organisation executi
Slide 11: Olam Group Limited Fourth Annual General Meeting
Olam Group Limited Fourth Annual General Meeting | April 25, 2025 olamgroup.com/investors.html ir@olamnet.com 11