Wingara Ag Ltd. · ASX:WNR
Wingara — Q1 FY21 Earnings Presentation
14 slides from Wingara's earnings presentation, Jul 27, 2020
Slide 1: Q1 FY21 Presentation
Q1 FY21 Presentation For personal use only We efficiently connect primary producers to the global market through our protein supply chain platform “Strong growth in quarter cash receipts, up 31% to over $10m” Gavin Xing, Chief Executive Officer 27 July 2020 Unlocking value in the protein supply chai
Slide 2: Strong increase in Q1 cash receipts supports growth investment
Strong increase in Q1 cash receipts supports growth investment For personal use only • Q1 FY21 cash receipts reached $10.02m, up 31.3% up vs Q1 FY20 • Revenue growth is on comparable momentum and reached $20m+ for the 6-months ending 30 June 2020 • Operating net cash outflow for the quarter of $(0.0
Slide 3: Enabling Australian agricultural products to reach end markets
Enabling Australian agricultural products to reach end markets For personal use only • WNR’s business model: ❖ Owns and manages critical export infrastructure assets within the protein supply chain ❖ Tolling revenue model based on throughput ❖ Capitalise on our global trading network ❖ Partnership w
Slide 4: Revenue run-rate growing to $40m p.a.
Revenue run-rate growing to $40m p.a. For personal use only • Wingara’s diversified asset investment Quarter end Jun-19 Sep-19 Dec-19 Mar-20 Annual Total Jun-20 model produced a solid Q1 FY21 result FY 2020 Financial Period Q1 FY20 Q1 FY20 Q3 FY20 Q4 FY20 Q1 FY20 • Amid COVID-19 challenges, current
Slide 5: Q1 FY21 performance
Q1 FY21 performance For personal use only 20,000 • Focus for Q1 FY21 was consistency as well HAY (TONNES) as re-stocking of inventory anticipating 15,000 11,839 potential COVID-19 related logistic 10,000 interruptions • JC Tanloden’s output was slightly affected 5,000 by changing / delay in ship lin
Slide 6: Driving growth amid COVID-19
Driving growth amid COVID-19 For personal use only • Q1 FY21 continues the momentum from Q4FY 20 with customer receipts were up 31.3% to $10.02m (Q1 FY2020: $7.63m) ▪ Growing cash receipts used for debt reduction and investment in restocking inventory to maintain revenue growth ▪ Disciplined investm
Slide 7: Strategy and market potential
For personal use only Strategy and market potential Page 7
Slide 8: WNR's strategy
WNR’s strategy For personal use only Wingara is well positioned to capitalise on expected increased customer demand over the next 5 years 01 • Acquisition and expansion of Epsom and construction of Raywood Phase I delivered 110K MT production capacity Continue to expand • Target is to double our thr
Slide 9: A diversified agricultural products platform
A diversified agricultural products platform For personal use only WNR has built a sustainable platform for processing and marketing agricultural products – more products can be added at the appropriate time For Primary 1 2 3 Producers For Customers Process raw Logistics to move Provide insights mat
Slide 10: WNR's markets
WNR’s markets For personal use only JC Tanloden and Austco Polar form key parts of the Australian agriculture industry’s supply chain and export capabilities for protein and fodder products – both which have grown significantly over the past 5 years Australian Protein Exports • Export markets for pr
Slide 11: JC Tanloden – services and key markets
JC Tanloden – services and key markets For personal use only • Original business was one of the first fodder exporter form Victoria with a 30 years history • We purchase, process and transport our high quality produce to our domestic and global customers • Revenue is generated via a tolling model wh
Slide 12: Austco Polar – services and key markets
Austco Polar – services and key markets For personal use only Established in 1987, Austco Polar Cold Storage owns and operates a cold storage facility which specialises in temperature controlled facilities, blast freezing, storage and distribution for domestic and international clients. Key clients
Slide 13: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Wingara for professional investors. The information contained in this presentation is for information purposes only and does not constitute an offer to issue, or arrange to issue, securities or other financial products. The info
Slide 14: We connect primary producers to the global market efficiently
For personal use only We connect primary producers to the global market efficiently through our protein supply chain. wingaraag.com.au