Nuchev Pty Ltd · ASX:NUC
Nuchev Pty — Wilsons Rapid Insights Conference 2020
15 slides from Nuchev Pty's conference presentation, May 27, 2020
Slide 1: Nuchev Limited Investor Presentation
Nuchev Limited Investor Presentation May 2020, Wilsons Rapid Insights Conference 1
Slide 2: Today’s presenters
Today’s presenters Agenda Business strengths 3 Financial and business highlights 4 Key financial and operational metrics 5 Ben Dingle CEO, Executive Director and Founder Appendix 7 Chantelle Pritchard CFO and Company Secretary 2
Slide 3: Business strengths
Business strengths Significant global market opportunity Premium, differentiated product, Oli6® is a premium, trusted, supported by science Australian made and owned brand ▪ Goat milk based infant formula (GIF) is a rapidly growing segment of the infant formula (IF) market ▪ GIF offers natural healt
Slide 4: Financial and business highlights
Financial and business highlights Volumes (metric tonnes) 450 400 350 300 Continued revenue and volume growth 250 ▪ Strong sales momentum of Nuchev’s Oli6® goat-milk infant formula and nutritional products 200 150 ▪ Volume and Revenue for the 9 months ending March 2020 was up 168% and 153% respectiv
Slide 5: Key financial and operational metrics
Key financial and operational metrics 9 months Full Year 9 months Commentary ending Prospectus ending % Change ▪ Continued strong Volume and Revenue growth for the 9 months ending March 2020 Mar206 forecast5 Mar19 (PcP) compared with PcP - Volume up 168%; Revenue up 153% Volume (MT)1 418 573 156 168
Slide 6: Slide 6
Slide 7: Appendix
Appendix 7 7
Slide 8: Strategy – 3 key pillars
Strategy – 3 key pillars Brand positioning Product quality and Multi-channel sales & awareness nutritional development strategy and channel support ▪ Invest in building brand equity amongst ▪ Laser focus on quality of product, through ▪ Leveraging existing distributor relationships channel partners
Slide 9: Nuchev’s Oli6® GIF range
Nuchev’s Oli6® GIF range The product range covers the full age spectrum and development requirements Stage 1 formula Stage 2 formula Stage 3 formula Stage 4 formula Goat Milk Powder (0-6 months) (6-12 months) (1-3 years) (3-7 years) (adult) 9 9
Slide 10: Oli6’s value proposition is differentiated and compelling to end consumers
Oli6’s value proposition is differentiated and compelling to end consumers Health benefits ▪ Oli6® offers credible, differentiated health benefits supported by research ▪ Scientific laboratory research on the health benefits associated with oligosaccharides in Oli6® 1 Peer-to-peer ▪ Rapidly growing
Slide 11: Capital light business model focuses on quality, security and scalability
Capital light business model focuses on quality, security and scalability Supply chain (primary strategic partners) Distribution chain Imported goat Blending, canning and ingredient sourcing packaging End consumers Base powder Distribution via multiple manufacturing sales channels Supply redundancy
Slide 12: Flexible supply chain delivers competitive advantage
Flexible supply chain delivers competitive advantage Supply Chain 1 2 3 Highest quality materials Flexibility Quality control ▪ Direct goat ingredient supply from the ▪ Goat materials imported in stable powder form ▪ Stage gated quality control and stringent Netherlands, the centre of excellence for
Slide 13: Multiple sales channels ensures efficient routes to market and reduces risk
Multiple sales channels ensures efficient routes to market and reduces risk Australian-specification China-specification 1. Australian retailers 2. CBEC 3. Other markets 4. Offline retail in China Subject to SAMR registration, potential upside Year 1 volumes based on contracts in place Sub-distribut
Slide 14: Oli6 is an attractive value proposition to distribution channel partners
Oli6 is an attractive value proposition to distribution channel partners Distribution chain 1 GIF is a premium and 2 Growing consumer awareness is 3 Oli6®is a premium, trusted, differentiated IF product driving end consumer demand Australian-made and owned brand ▪ Oli6® has differentiated health ben
Slide 15: Disclaimer
Disclaimer This presentation is provided by Nuchev Limited (ACN 163 225 090) (Nuchev) to provide summary information about Nuchev and its respective subsidiaries (together, the Group). Statements in this presentation are made as at the date of the presentation and the information in this presentatio