Ag Growth International Inc. · TSX:AFN
Ag Growth International — Shareholder Meeting (May 2018)
33 slides from Ag Growth International's shareholder meeting presentation, May 9, 2018
Slide 1: Engineering Growth: 2018 Annual General Meeting
ENGINEERING GROWTH 2018 ANNUAL GENERAL MEETING | TORONTO | MAY 9, 2018
Slide 2: Safe harbor statement
Safe harbor statement Certain statements contained herein constitute forward-looking statements that reflect our expectations regarding the future growth, results of operations, performance, business prospects, and opportunities of the Company. Forward-looking statements may contain such words as “a
Slide 3: The global transportation infrastructure…
The global transportation infrastructure…
Slide 4: The global food infrastructure…
The global food infrastructure…
Slide 5: Traditional infrastructure vs. food infrastructure
Traditional infrastructure vs. food infrastructure Present in DEVELOPED and EMERGING MARKETS Requires constant MAINTENANCE and INVESTMENT CONSTANTLY EVOLVING requirements and technology Importance of SAFETY MONITORING requirements REGIONAL considerations Keeping up with GROWTH
Slide 6: We build the world's food infrastructure.
We build the world’s food infrastructure.
Slide 7: Clarity of purpose
Clarity of purpose Increase our percentage of global food infrastructure each year 1996 2018
Slide 8: Clarity of purpose
Clarity of purpose Better for our employees, customers and shareholders 1996 2018
Slide 9: 2017 in review
2017 in review PEOPLE STRATEGY CAPITAL ALLOCATION
Slide 10: 2017 in review
2017 in review $756 MILLION +38% PEOPLE STRATEGY CAPITAL ALLOCATION $123 MILLION $74 MILLION +23% +41%
Slide 11: 2017 in review
2017 in review $755.6 $546.6 $409.7 $438.9 $358.3 $756 MILLION 2013 2014 2015 2016 2017 +38% $123.3 $100.3 $78.2 $73.3 $64.3 $123 MILLION $74 MILLION +23% +41% 2013 2014 2015 2016 2017
Slide 12: 2017 in review
2017 in review Platform Perspective PEOPLE STRATEGY CAPITAL ALLOCATION Collaboration & Best Practices
Slide 13: 2017 in review
2017 in review Scale in U.S. PEOPLE STRATEGY CAPITAL ALLOCATION Applied South Technology America
Slide 14: 2017 in review
2017 in review Strategic Acquisitions PEOPLE STRATEGY CAPITAL ALLOCATION New Growth Products CAPEX
Slide 15: Q1 2018: building on the momentum
Q1 2018: building on the momentum $214 MILLION +38% PEOPLE STRATEGY CAPITAL ALLOCATION $31 MILLION $20 MILLION +20% +38%
Slide 16: Q1 2018: building on the momentum
Q1 2018: building on the momentum $214.1 $154.7 $113.7 $86.2 $86.6 $214 MILLION Q1 2014 Q1 2015 Q1 2016 Q1 2017 Q1 2018 +38% $30.7 $25.7 $19.8 $17.3 $14.5 $31 MILLION $20 MILLION +20% +38% Q1 2014 Q1 2015 Q1 2016 Q1 2017 Q1 2018
Slide 17: Payout ratio and leverage
Payout ratio and leverage Payout Ratio TOTAL 4.59x 67% 50% SENIOR 2.26x LTM Mar 31 2017 LTM Mar 31 2018
Slide 18: 2018 Outlook
2018 Outlook Canadian Farm Market U.S. Farm Market Crop Volumes Outlook: Stable/Positive Outlook: Improving Outlook: Long Term Growth North American International Commercial Business Commercial Business Outlook: Stable Outlook: Strengthening
Slide 19: Our purpose today is much broader than ever in our history
Our purpose today is much broader than ever in our history
Slide 20: 5-6-7 Strategy
5-6-7 Strategy ~~ AUSTRALIA STRUCTURES PROCESS HANDLING. CONTROLS
Slide 21: 5-6-7 Strategy: Platforms
5-6-7 Strategy: PLATFORMS
Slide 22: 5-6-7 Strategy: Platforms
5-6-7 Strategy: PLATFORMS
Slide 23: 5-6-7 Strategy: Continents
5-6-7 Strategy: CONTINENTS Ne. oe a AFRICA AUSTRALIA
Slide 24: 5-6-7 Strategy: Continents
5-6-7 strategy: CONTINENTS iy \ le ng AUSTRALIA
Slide 25: 5-6-7 Strategy: Components
5-6-/ Strategy: COMPONENTS STORAGE STRUCTURES PROCESS CONTROLS HANDLING J ENGINEERING
Slide 26: 5-6-7 Strategy: Components
5-6-7 Strategy: COMPONENTS ENGINEERING
Slide 27: We are just getting started
We are just getting started ¥, ek 3 * AUSTRALIA
Slide 28: Engineering has moved to the heart of our business
Engineering has moved to the heart of our business
Slide 29: Bringing the strategy to life
Bringing the strategy to life
Slide 30: Providing solutions and full systems
Providing solutions and full systems PARTNERING WITH OUR CUSTOMERS … an important shift
Slide 31: We are just getting started
We are just getting started nee ; * AUSTRALIA
Slide 32: Thank you
5 oe = —— a — Thank you 1 ~ “) x
Slide 33: Engineering Growth: 2018 Annual General Meeting
ENGINEERING GROWTH 2018 ANNUAL GENERAL MEETING | TORONTO | MAY 9, 2018
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