Dsm-firmenich Ag · EURONEXT:DSFIR
Dsm-firmenich — Royal DSM — Investor Day (June 2018)
13 slides from Dsm-firmenich's investor day presentation, Jun 20, 2018
Slide 1: DSM Capital Markets Day 2018
DSM Capital Markets Day 2018 Animal Nutrition & Health David Blakemore | President Animal Nutrition & Health ROYAL DSM CAPITAL MARKETS DAY | LONDON (UK) 20 JUNE 2018
Slide 2: Safe harbor statement
Safe harbor statement ▪ This presentation may contain forward-looking statements with respect to DSM’s future (financial) performance and position. Such statements are based on current expectations, estimates and projections of DSM and information currently available to the company. DSM cautions rea
Slide 3: Animal Nutrition & Health significantly outperformed its organic growth in the last 3 years
Animal Nutrition & Health significantly outperformed its organic growth in the last 3 years Relevant acquisitions 2010-15: Temporary 3500 vitamin benefit 3000 ~8% 2500 CAGR1 2016-18 Ambition: 2000 5% organic 5% 1500 CAGR growth 2011-15 1000 Underlying 500 business 1,540 2,269 2,399 2,660 0 2010 2015
Slide 4: Growth driven by leveraging our unique business model and initial wins from the Auctus strategy
Growth driven by leveraging our unique business model and initial wins from the Auctus strategy GLOBAL PRODUCTS LOCAL SOLUTIONS Complete Product Portfolio Full Value Chain Player DEMAND CREATION Auctus Strategy Carote- noids MARKET SEGMENT New NEEDS Solutions Vitamins Enzymes LEADING Core COST Focus
Slide 5: Outgrowing the CFE market through premix, innovation and B2F
Outgrowing the CFE1 market through premix, innovation and B2F, leveraging its unique business model Market growth (CFE1) Animal Nutrition & Health growth enhanced by Geo presence/ Feed efficiency B2F 2-3% premix & gut health Poultry ✓ ✓ ✓ 1-2% ✓ ✓ ✓ Swine 0-1% ✓ ✓ Ruminants 5-6% ✓ Aqua 4-5% ✓ Pet ∑
Slide 6: acCElerate launched for sustainable organic growth above-market
acCElerate launched for sustainable organic growth above-market SUSTAIN THE BUILD GAINS Culture CAPABILITIES ✓ Performance metrics Marketing & Sales ✓ Training Excellence Customer Centricity ✓ Species marketing & Agility ELEVATE OUR organization and AMBITION strategies ✓ End-to-end experience: suppl
Slide 7: Core sustainability topics require radical innovation, resulting in new market opportunities
Core sustainability topics require radical innovation, resulting in new market opportunities for our Animal Nutrition & Health business Species Core Sustainability topics requiring innovation Poultry Antibiotic Resistance Improve & Swine Productivity / Gastrointestinal Feed Conversion Functionality
Slide 8: Investing for organic growth through innovation & specialty sales force
Investing for organic growth through innovation & specialty sales force - M&A mainly for premix expansion, gut-health & go-to-market engine Gut-health ingredients with New M&S engine Solutions ▪ Invest in Eubiotics & Enzymes ▪ Invest in Specialized M&S organization Premix expansion Core/Premix ▪ Fur
Slide 9: Expanding our leadership position in feed enzymes and eubiotics
Expanding our leadership position in feed enzymes and eubiotics Eubiotics Feed Enzymes for improved gastrointestinal functionality for improved Feed Utilization and animal performance ▪ Alliance with Novozymes since 1998 ▪ Existing portfolio of (20 years) ✓ Organic acids ▪ Market leader with ~25% ma
Slide 10: Veramaris, the JV with Evonik for sustainable EPA/DHA for fish feed is progressing well
Veramaris, the JV with Evonik for sustainable EPA/DHA for fish feed is progressing well – Launch expected in H2 2019 New Facility Veramaris JV Potential (Blair/Nebraska) ▪ JV organization established & ▪ Focus on salmon (80%) & pet food use operational ▪ Concentrated customer base, but ▪ Selling com
Slide 11: Clean Cow, a sustainable feed ingredient, reducing enteric methane emissions
Clean Cow, a sustainable feed ingredient, reducing enteric methane emissions ▪ Animal proteins are key to nutrition and health, providing Cows are a significant contributor of essential nutrients and affordable nutrition; cows are a major GHG emissions source of high-quality protein ▪ Unfortunately,
Slide 12: Animal Nutrition & Health ambitions underpinning DSM's 2021 Targets
Animal Nutrition & Health ambitions underpinning DSM’s 2021 Targets Continue to grow the business above market ▪ Market growth estimated to continue at ~2-3% ▪ Further growth by: – Sustaining growth through Marketing & Sales excellence and Customer Centricity & Agility (acCElerate program) – Radical
Slide 13: Bright Science. Brighter Living.