Rlf Agtech Ltd · ASX:RLF
Rlf Agtech — Investor Presentation (March 2023)
27 slides from Rlf Agtech's investor presentation, Mar 14, 2023
Slide 1: Investor Deck
INVESTOR DECK For personal use only EMPOWER FARMERS | NOURISH PEOPLE | RESTORE THE EARTH March 2023 RLF AgTech Ken Hancock – Managing Director & CEO (Global) corporate@rlfagtech.com CONNECT WITH US 1
Slide 2: Disclaimer
DISCLAIMER The purpose of this presentation is to provide This presentation contains certain statements which This presentation is presented for informational general information about RLF AgTech Ltd may constitute “forward‐looking statements”. Such purposes only. It is not intended to be, and is no
Slide 3: MD & CEO Statement
MD & CEO STATEMENT For personal use only With a finite amount of arable land in the world, we must look to innovative technologies to maximise farming efficiency by increasing crop yields and quality without the need to use more granular fertiliser in the soil. KEN HANCOCK MANAGING DIRECTOR & CEO (G
Slide 4: Our Business
Our Business OUR BUSINESS For personal use only Advanced Crop Nutrition Through the use of our Plant Proton In 2022 revenue was What we do in Crop Nutrition Delivery Technology ('PPDT'), our advanced seed and foliar nutrition $10.7 Innovative Products that target yield Products increase yield and im
Slide 5: Our Future
Our Future OUR FUTURE For personal use only RLF Products target yield increases of 10-30% above traditional fertiliser practice, plus increase the nutritional value, both factors vital to helping improve global food security. Micronutrients are critical to human health. Poor 1 RLF technologies help
Slide 6: Today's Global Issues
TODAY'S GLOBAL ISSUES Today's Global Issues For personal use only Food Security Harmful Fertilisers CO2 Emissions Government mandates in some Carbon storage and sequestration Global food production requires countries are targeting 30-70 % 58% of emissions come 3 70 increase % from fertilisers in 1 R
Slide 7: Global Demand & Market Overview
Global Demand & Market Overview GLOBAL DEMAND & MARKET OVERVIEW Top 10 Global Crop Nutrition Markets For personal use only Global Nutrition Market Country Consumption China 52MT 2026 India 26MT USA 20MT $257.5 billion Brazil 17MT 1 Indonesia 6MT Pakistan 5MT Canada 4MT Global fertiliser & nutrition
Slide 8: MD & CEO Statement
MD & CEO STATEMENT For personal use only RLF believes the key driver in maximising crop yields for farmers globally is continued Research and Development of the latest plant nutrient technologies. KEN HANCOCK MANAGING DIRECTOR & CEO (GLOBAL) INVESTOR DECK 8
Slide 9: Research & Development
Research & Development RESEARCH & DEVELOPMENT For personal use only Our research team Proprietary Institutional Emissions reduction technology expertise research 23 Scientists, Researchers and Agronomist in R&D. Plant science and chemistry come together to provide high performance crop nutrition R&D
Slide 10: Operations
Operations OPERATIONS For personal use only China Australia 14,000 sqm Asian facilities 1 located in China Australian facilities, Formulation, packaging and benefit from lower based in Western manufacturing area. operating costs and Australia and focus is on large pack sizes Efficient and environmen
Slide 11: Advanced Crop Nutrition Technology
Advanced Crop Nutrition Technology RLF AGTECH TECHNOLOGY Delivering Exceptional Results and Return on Investment for Famers For personal use only 1 Our PLANT PROTON DELIVERY TECHNOLOGY (PPDT) adds to the plant’s natural energy system that is powered by photons from the sun. Sun Improve crop PPDT che
Slide 12: Market Segments
Market Segments MARKET SEGMENTS Feeding the World For personal use only Seed Primer Soil and Fertigation Foliar Our Seed Primers apply our Plant Proton Our Soil & Fertigation products deliver a Our Foliar products are applied directly to Delivery Technology directly inside seeds powerful nutrient pa
Slide 13: PPDT Benefits
Plant Proton Delivery PPDT BENEFITS Technology Feeding the at Work World For personal use only Control RLF Treated Control cv RLF Treated Control RLF Treated cv INVESTOR DECK 13
Slide 14: PPDT Field Trial Results
PPDT Trial Results FIELD TRIAL RESULTS Successful Outcomes Through Thorough Research For personal use only Yield Yield Americas Treatment Crop Type Farmer ROI Australia Treatment Crop Type Farmer ROI Increase Increase Illinois Seed Mazie 12% 88.6x Gilgandra, NSW Seed/Foliar Wheat 30% 11.0x Illinois
Slide 15: Exceptional Stand-Out Results
PPDT Trial Results FIELD TRIAL RESULTS Exceptional Stand-Out Results For personal use only China Australia Australia Australia Africa Xiangchen, Moree, Maya, Esperance, Tunisia Henan NSW WA WA Yield Increase Yield Increase Yield Increase Yield Increase Yield Increase 54% 36 % 51.3% 23 % 38 % Wheat W
Slide 16: Chairman Statement
CHAIRMAN STATEMENT For personal use only We see our technology as critical to feeding the growing population and a key piece in helping the world achieve net zero in agriculture and sustainable farming practices. DONALD MCLAY CHAIRMAN INVESTOR DECK 16
Slide 17: RLF AgTech Plans for Growth
RLF AgTech Plans for Growth RLF AGTECH PLANS FOR GROWTH For personal use only Expand our Grow our Research and Launch RLF Global Team Global Network Development Carbon Model • Expansion of our sales • Target existing • Development of patents • Commence large scale teams to 100+ market channels for p
Slide 18: Executive Director Statement
EXECUTIVE DIRECTOR STATEMENT For personal use only Our mission is sales growth and by achieving this – we also help the world achieve better, more efficient and healthier crop nutrition, plus increase the sequestration of CO2 into the soil. GAVIN BALL EXECUTIVE DIRECTOR INVESTOR DECK 18
Slide 19: RLF AgTech Carbon Credit Model
RLF AgTech Carbon Credit Model 2 CARBON CREDIT MODEL An Internal RLF AgTech Study and Modelling on the Potential Carbon Opportunity for entire Australian Grain Crop Reveals the Following: For personal use only Australian Additional ACSS RLF Product ACSS Benefits carbon price farmer revenue Revenues
Slide 20: CEO Statement
CEO STATEMENT For personal use only RLF will continue to expand our knowledge in crop nutrition technology to enrich our product offering to further improve the quality of food and integration into sustainable farming practices. DR MIKE LU CEO (ASIA) INVESTOR DECK 20
Slide 21: Timeline of Achievements
Timeline of Achievements TIMELINE OF ACHIEVEMENTS June 2022 For personal use only OEM Contract Secured $1M Aug 2022 Record Revenue Nov 2022 Apr 2022 Cambodia Listing on ASX Distribution $10.7M ASX Announcement raising Agreement Opening of Financial Year Vietnam office $8.5M $1.7M 2022 +26% May 2022
Slide 22: Financial Position
FINANCIAL POSITION For personal use only Cash receipts up Inventory Up Gross profit Cash 38% 200% 56% $5.1M From HY22 From June 22 Increase of 14% at 31 Dec 22 From HY22 Strong Cash Position and In millions ($AUD) Revenue 2.8 Operations Gross Profit Gross Profit Margin (%) 1.6 56% HY23 Results Less:
Slide 23: Corporate Structure
Corporate Structure CORPORATE STRUCTURE Board and management have a significant stake and a commitment to deliver. For personal use only 1 48.73% Share Register Ownership Top 5 Top 20 50.65 70.97 Board and % % Management Top 10 Top 50 51.27% 60.40% 83.51 % Independent Shareholders Name Unit Amount 2
Slide 24: Board Members
Board Members BOARD MEMBERS For personal use only DONALD MCLAY K EN HA NCOCK C HA I R M A N M A NA G I NG D I R E C T OR & CE O ( G L OB A L ) Don is a highly experienced company With over 20 years operational experience director. Don was Chairman of Credit Corp in mid-sized manufacturing and distri
Slide 25: Increased Resilience & Performance
Increased Resilience & Performance SIGNIFICANT YIELD INCREASE For personal use only INVESTOR DECK Long-term RLF AgTech customer, Andrew Trotter, discusses the resilience and performance of his crops in 2022. IF VIEWING PRINTED COPY, PLEASE SCAN QR CODE TO VIEW VIDEO 25
Slide 26: Thank You
INVESTOR DECK For personal use only Thank You This presentation has been authorised for release by the Board of Directors. +61 (08) 6187 0753 corporate@rlfagtech.com rlfagtech.com 26
Slide 27: Appendix A: Carbon Opportunity
Appendix A CARBON OPPORTUNITY Estimate of Financial Benefits to Grower from Soil Organic Matter (OM) using RLF’s Accumulating Carbon in Soils System (ACSS) For personal use only Units Per Hectare Average Farm Average Farm Australian Grain Market Area Size ha 1 2,000 2,000 23,000,000 Time Years 1 1 2