Ridley Corporation Limited · ASX:RIC

Ridley — Credit Suisse & FNZC F&B Focus Day 2018

19 slides from Ridley's conference presentation, Apr 12, 2018

  1. Slide 1: Ridley Presentation: Creating Value in Fluctuating Markets

    RIDLEY PRESENTATION CREDIT SUISSE & FNZC F&B FOCUS DAY CREATING VALUE IN FLUCTUATING MARKETS 12 April 2018

  2. Slide 2: Agenda

    AGENDA  Ridley’s WHY  Sector commentary  Capital program and progress  Novacq™ update 2

  3. Slide 3: Ridley's Why

    ( RIDLEY RIDLEY’S WHY

  4. Slide 4: Ridley's Why and Triple Bottom Line

    RIDLEY’S WHY1 AND TRIPLE BOTTOM LINE WHY? Healthier Animals, Healthier Planet, Healthier Humans HOW?  Optimum nutritional and milling solutions for our customers  Improve efficiency and performance by connecting devices/suppliers/customers with Ridley  Improve feed efficiency by understanding gut

  5. Slide 5: Animal Nutrition Solutions – One of the World's Most Exciting Industries

    ANIMAL NUTRITION SOLUTIONS – ONE OF THE WORLD’S MOST EXCITING / INNOVATIVE INDUSTRIES… …BUT to win in this industry you need:  A method to deliver the  Pellet technology is here innovation to stay  To invest in state of the  New feed mills art technology  To continually innovate  NovacqTM 5

  6. Slide 6: Sector Commentary

    ( RIDLEY SECTOR COMMENTARY

  7. Slide 7: Sector Commentary (1)

    SECTOR COMMENTARY (1) Sector Commentary Poultry Reliable year on year volume performance. Pig Growth path of improved returns and greater industry presence. Dairy Increased sales volumes and uplift in dairy farmer confidence based on published and forecast milk prices. Aqua-feeds Peak period salmon

  8. Slide 8: Sector Commentary (2)

    SECTOR COMMENTARY (2) Rendering Commentary sector Red Meat High prices continue to be tendered to retain supply of red meat offal in (VIC) Victoria, which remains scarce during herd rebuild stage of the cycle, but volume is improving. White Meat A significant reduction in poultry raw material input

  9. Slide 9: Capital Program and Progress

    CAPITAL PROGRAM AND PROGRESS 9

  10. Slide 10: Capital Program and Progress

    CAPITAL PROGRAM AND PROGRESS 4 new feed facilities commissioned / approved to be built over the last 8 years  Ruminant mill at Pakenham (VIC) Built  Monogastric mill at Lara (VIC)  Extrusion plant at Westbury (Tasmania)  Monogastric mill at Bendigo (Central Works in progress Victoria) 10

  11. Slide 11: The Lara Feed Mill

    THE LARA FEED MILL Ridley’s Lara feedmill, a strategic investment, integrating world class innovation  Opened in early 2017  Located at Lara in Victoria, near Geelong  Initial capacity of 250,000 tonnes  On track with KPI’s  Strategically located near key growth areas for poultry and pig produc

  12. Slide 12: The Westbury, Tasmania Extrusion Plant

    THE WESTBURY, TASMANIA EXTRUSION PLANT Graphic is for illustration purposes  Works commenced  Major contracts signed  Commissioning date estimated to be Q4 FY2019 12

  13. Slide 13: Central Victorian Feedmill

    CENTRAL VICTORIAN FEEDMILL Graphic is for illustration purposes xxxxxx  Expected timeline:  March 2018 Planning Approvals received; no objections  April 2018 Project Manager to be appointed  July 2018 Design finalised; major contract partners selected  July 2018 Expect land purchase to be final

  14. Slide 14: Novacq Update

    ( RIDLEY NOVACQ™ UPDATE

  15. Slide 15: Australia Novacq Operation Update

    AUSTRALIA NOVACQTM OPERATION UPDATE  Profit share harvest expected in Q4 2018. All indicators are currently positive  Trialling NovacqTM on salmon in Q1 FY19  Year 1 milestones under the CSIRO Alliance being met and positive progress being made as to understanding the make up of the bioactive(s)

  16. Slide 16: Thailand Novacq Operation Update

    THAILAND NOVACQTM OPERATION UPDATE  NovacqTM being produced  To secure 36 additional ponds to expand production capacity Lay out of existing 14 ponds Power, storage silos, site office Test cages, feedmill in background Test cages with underwater aeration.  To utilise recently received Thai Board

  17. Slide 17: Novacq – Where to Next: Ecuador

    NOVACQTM - WHERE TO NEXT AND POTENTIAL THIRD PRODUCTION SITE (1) Ecuador  Large and growing shrimp production zone in Guayaquil, Ecuador  Benefited in recent years from downturn in Asia’s shrimp production  400,000 tonnes produced in 2015 (FAO)  Exports to US, EU, Asia 17

  18. Slide 18: Novacq – Where to Next: India

    NOVACQTM - WHERE TO NEXT AND POTENTIAL THIRD PRODUCTION SITE (2) India  Large and growing shrimp production zone, mostly confined to east coast (Andra Pradesh region)  Benefited in recent years from downturn in China’s shrimp production level  500,000 tonnes produced in 2015 (FAO)  Top global ex

  19. Slide 19: Contact Details

    CONTACT DETAILS Tim Hart Managing Director and Chief Executive Officer Email: Tim.Hart@ridley.com.au Tel: +61 3 8624 6500 Fax: +61 3 8624 6414 Mobile: +61 404 480 542 Ridley Corporation Limited ABN 33 006 708 765 Level 4, 565 Bourke Street Melbourne, VIC. 3000 Australia www.ridley.com.au

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