Australian Dairy Nutritionals Limited · ASX:AHF
Australian Dairy Nutritionals — Shareholder Meeting (October 2025)
13 slides from Australian Dairy Nutritionals's shareholder meeting presentation, Oct 30, 2025
Slide 1: Annual General Meeting Presentation
30 October 2025 ASX Code: AHF Annual General Meeting Presentation Australian Dairy Nutritionals Limited (AHF or the Group) provides the attached CEO presentation to be delivered to shareholders at the Company’s 2025 Annual General Meeting to be held at Level 10, Tower 4, 727 Collins Street, Dockland
Slide 2: 2025 Annual General Meeting
2022 Annual General Meeting 2025 Annual General 24 November 2022 Meeting Thursday 30 October 2025 2025 Annual General Meeting 30th October 2025
Slide 3: FY25 – Key performance metrics
FY25 – Key performance metrics 1 Revenue $7.16M up 14% vs LY 2 Infant revenue growth of 400% in FY25 vs LY (last qtr increase of 801% vs pcp) 3 EBIT loss $5.26M vs $7.44 LY (Improvement of 29%) 4 Net Assets $23.65M 4 5 5 Cash at closing $2.69M with positive cash burn trajectory
Slide 4: Significant progress was made in FY25
Significant progress was made in FY25 1 China “future” brand launched in Q3 FY25 targeting 2 premium segments (Organic A2 Protein and A2 Protein with HMO) 12 Distribution roll out commenced in China via M2C app with distribution gained in 5 provinces New manufacturing agreement signed with Sprout 23
Slide 5: Building a high growth IMF brand in China
Building a high growth IMF brand in China • Targeted the “sweet spot” growth segments – English label & A2 Protein • Innovative channel strategy leveraging the unique M2C app to provide leading retail profitability in the MBS channel • Premium & differentiated consumer offering • Single dried proces
Slide 6: China "future" brand launch activities
China “future” brand launch activities
Slide 7: Significant increase of infant revenue & contribution change in FY25
Significant increase of infant revenue & contribution change in FY25 Infant revenue by Qtr for FY25 Revenue FY25 - Infant vs Farms (AUD ‘000) (AUD ’000) $2,500 100% 90% $2,000 $1,933 80% 70% $4,096 $1,500 60% $5,595 50% 40% $1,000 $736 30% 20% $3,072 $500 $307 10% $668 $96 0% $- FY 24 FY 25 Q1 Q2 Q3
Slide 8: Our strategic growth pillars
Our strategic growth pillars Capitalise on small batch runs as competitive Efficient & Develop key advantage to Fully utilise and Nimble and Single minded Develop strategic Create a quality drive improve our fast mover – Few brands, powerful partnerships focused culture commercially manufacturing ad
Slide 9: China IMF market conditions stabilising with English label & A2 protein segment gaining share
China IMF market conditions stabilising with english label & A2 protein segment gaining share • China IMF market decline improved to -3.2% (Vs -10.5% decline previous year) supported by early-stage growth (Stages 1 and 2) due to increased newborns during Year of the Dragon (up 5.8% in CY24) and incr
Slide 10: Shareholder value creation plan
Shareholder value creation plan 1 2 3 4 5 Strongly build Support the Explore Rapidly improve Continue to build Gross margin by growth of Nutura additional future brand volume of Ocean mix enhancement & Sprout co- opportunities revenue with rapid Road Dairy brand (brand v co-pack), manufacturing with
Slide 11: Disclaimer
Disclaimer • To the maximum extent permitted by law, the Company and the members of the • This presentation has been prepared by Australian Dairy Nutritionals Limited (the Company make no representation or warranty, express or implied, as to the ‘Company’). This presentation contains selected summar
Slide 12: DAIRIES
DAIRIES ORGANIC A : \ | TODDLER ns ; DS) \ \ = Australian Dairy Nutritionals Gis é
Slide 13: Thank You!
Thank You!
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