Wilmar International Limited · SGX:F34
Wilmar International — Investor Presentation (July 2010)
12 slides from Wilmar International's investor presentation, Jul 6, 2010
Slide 1: Sucrogen Overview
Sucrogen Overview
Slide 2: Sucrogen – Australia's premier sugar company
Sucrogen – Australia’s premier sugar company World's #2 exporter of raw sugar via Queensland Sugar Limited (“QSL”) Australia's #1 exporter of refined sugar Globally cost competitive sugar producer with high quality logistical infrastructure Largest producer of refined sugars in Australia and New Zea
Slide 3: Sucrogen participates across the sugar value chain in Australia
Sucrogen participates across the sugar value chain in Australia Export & Cane Sugar Sugar Sugar Cane Farms Dom. Raw Refining Harvesting Mills Transport Terminals Sugar • Sucrogen farms • Sucrogen • Sucrogen 100% • Sucrogen 30% • Sucrogen 17% of • Sucrogen 44% of • 75% ownership of – Area: 2k Ha – 2
Slide 4: Sucrogen is a global scale sugar producer and exporter
Sucrogen is a global scale sugar producer and exporter Leading position in raw sugar both Leading position in refined sugar in domestically and globally Australia and New Zealand • #1 Australian producer and #1 exporter of • Owns 3 of 5 refineries in Australia and NZ raw sugar through QSL • Controls
Slide 5: Globally cost competitive sugar producer with high quality logistical infrastructure
Globally cost competitive sugar producer with high quality logistical infrastructure Cane located near to critical rail and port Lowest cost producer in Australia with infrastructure costs comparable to Brazil • Mill operations strategically located in • Australia’s best regions are low cost by regi
Slide 6: Largest producer of refined sugar in Australia and New Zealand
Largest producer of refined sugar in Australia and New Zealand Sugar Australia / NZ Sugar Co Food & Containerised Bulk Exports Retail Foodservice Beverage Exports BiBo #1 #1 #1 #1 #1 • Sucrogen owns leading consumer brands CSR and Chelsea - Household names associated with quality for over 100 years
Slide 7: Leading producer of ethanol and renewable energy in Australia
Leading producer of ethanol and renewable energy in Australia Leading producer of ethanol with rapid Significant growth potential for growth in volumes and low costs renewable energy in Australia • Australia’s #2 producer of fuel ethanol • Sucrogen has added 100MW over last 15 • Significant potentia
Slide 8: Sucrogen is Wilmar's platform to jump-start its expansion in the sugar business
Sucrogen is Wilmar’s platform to jump-start its expansion in the sugar business • Highly experienced management team with an established Strong track record Management • Expertise in Australian sugar, deep knowledge of global sugar dynamics and industry developments • World-class agronomists, cane-r
Slide 9: Potential growth opportunities for Sucrogen
Potential growth opportunities for Sucrogen Domestic Growth Global Growth Cane Products • Secure more cane land • Expand plantations and milling • Risk management hedging operations to Indonesia, and other • Cogeneration countries • Grower pricing/increasing cane volume through consolidation and pro
Slide 10: Q&A
Q&A
Slide 11: Financial Appendix
Financial Appendix
Slide 12: Overview of Sucrogen financials
Overview of Sucrogen financials Sucrogen Historical Financial Performance Year Ending 31 March 2009 2010 Revenue 1,410.7 1,737.3 EBIT 83.7 135.7 EBITDA 140.1 196.9 EBITDA Margin 9.9% 11.3% Profit Before Tax 81.9 120.7 Net Profit1 53.9 79.3 Total Assets 1,425.4 1,549.4 Total Liabilities 788.2 773.9 N
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