Bubs Australia Ltd. · ASX:BUB
Bubs Australia — Select Equities Conference 2018
20 slides from Bubs Australia's conference presentation, Oct 29, 2018
Slide 1: Select Equities Conference Investor Presentation
For personal use only DOING BUSINESS IN SELECT EQUITIES CONFERENCE INVESTOR PRESENTATION 25.10.2018 1
Slide 2: Goodness Very Best
For personal use only GOODNESS VERY BEST Inspiring new generations of happy, healthy bubs. HONESTY PLAYFULNESS 2
Slide 3: Quality Nutrition for Every Stage of a Child's Development
BUBS® PROVIDES QUALITY For personal use only NUTRITION FOR EVERY STAGE OF A CHILD’S DEVELOPMENT PRESCHOOL NEWBORN TODDLER PREGNANCY BABY 3
Slide 4: A Period of Transition
A PERIOD OF TRANSITION For personal use only BUILDING STRONG FOUNDATIONS FY18 READY TO SCALE + Strengthening domestic foothold. + Transformative acquisition of vertically integrated supply chain assets. + Establishing strategic partnerships in China to drive sales and distribution. POISED FOR STRATE
Slide 5: Performance Update and Product Mix
PERFORMANCE PRODUCT UPDATE MIX For personal use only FY18 gross sales triple to $18.42M with 330% net revenue Group product mix spread across dairy segmentation: growth YOY. A significant portion of planned future growth Nutritionals, Chilled and Powder. is expected to come from China direct sales (
Slide 6: Gentle Goat Milk Nutrition: Why Goat Milk?
GENTLE GOAT MILK NUTRITION For personal use only WHY GOAT MILK? Digestion is a key criteria for parents when choosing which infant formula to feed their child. The unique protein and fat structure in goat’s milk makes it easier for the body to break down and can be absorbed more gently. Goat milk fo
Slide 7: Chinese Demand for Goat Milk Formula
CHINESE DEMAND For personal use only FOR GOAT MILK FORMULA Goat milk formula is experiencing rapid growth in China. MARKET SIZE (RETAIL VALUE) | BN RMB CATEGORY POTENTIAL CAGR +28% Goat milk based formula is experiencing 15,5 rapid growth, now accounting for 5-10% share of total category +45% 11,6 C
Slide 8: Australia's Largest Producer of Goat Dairy Products
AUSTRALIA’S For personal use only LARGEST PRODUCER OF GOAT DAIRY PRODUCTS In December 2017, Bubs Australia acquired 100% of Nulac Foods, transforming the Company into a clear leader in the goat dairy landscape, supplying >60% of Australia’s total goat milk production. Guarantees ongoing exclusive ac
Slide 9: Vertical Integration
VERTICAL For personal use only INTEGRATION Supply chain integration and strategic manufacturing partnerships provide Bubs® with a unique positioning, offering consumers and retailers product integrity, traceability, scalability and provenance. FARM GATE MILK PROCESSING NUTRITIONALS CANNING BRAND Exc
Slide 10: Growth Drivers
GROWTH For personal use only DRIVERS INCREASED INNOVATION DOMESTIC MARKET AND PRODUCT PENETRATION DEVELOPMENT KEY PILLARS CRITICAL TO DELIVERING ENHANCED THE FUTURE GROWTH OF THE BUSINESS BRAND ASIAN FOCUS AWARENESS AND IMPACT + Optimise channel and product mix for margin improvement to drive profit
Slide 11: Route-to-Market China
ROUTE-TO-MARKET CHINA For personal use only MULTI-CHANNEL STRATEGY Online and Offline Multi-channel strategy for each sub-category of our product portfolio. Direct relationships and enhanced partnerships to service each Channel. Local office and experienced team to build in- market capability, and d
Slide 12: Stimulating Demand
STIMULATING For personal use only DEMAND Multi-channel strategy to stimulate demand outbound from Australia and in-market in China through reseller activation. PUSH FROM AUSTRALIA PULL FROM CHINA Australian shelf C2C Mother B2C Cross-border, presence in major Daigou and Baby eCommerce supermarkets a
Slide 13: Strong Domestic Performance
Retail Pharmacy STRONG DOMESTIC PERFORMANCE Grocery For personal use only Australian retail touchpoints Bubs® was founded in Sydney in 2006 and upholds an established premium positioning in the domestic infant nutrition category with a loyal and growing consumer base. The Company maintains that a st
Slide 14: C2C Daigou Engagement
C2C Daigou C2C KOL For personal use only eCOMMERCE DAIGOU ENGAGEMENT The Company has commenced actively engaging the Australian Daigou community, by sponsoring industry events and Key Opinion Leaders (KOL’s). This activity promotes the syndication of Bubs® digital content and product reviews, result
Slide 15: Strategic Alliances with All Major eCommerce Platforms
eCommerce Cross Border B2C eCommerce For personal use only eCOMMERCE STRATEGIC ALLIANCES WITH ALL MAJOR eCOMMERCE PLATFORMS Throughout the year, significant progress was made in the cross-border eCommerce channel via a strategic partnership with Times New Asia, securing a minimum sales volume commit
Slide 16: Bubs Organic Baby Food Launches in Mother & Baby Stores
Mother & MOTHER & Baby Stores For personal use only BABY STORES BUBS ORGANIC® BABY FOOD LAUNCHES IN MOTHER & BABY STORES Following successful import registration, Bubs Organic® baby food products have launched into the first Mother and Baby stores in China via a new partnership with QianJiaWanPu, th
Slide 17: China Infant Formula Regulations
CHINA INFANT FORMULA For personal use only REGULATIONS NAVIGATING CHINA’S EVOLVING REGULATORY FRAMEWORK Bubs has entered into a long-term Agreement with Australia Deloraine Dairy, 1 of the 15 infant formula manufacturing facilities in Australia licensed to produce infant formula for export to China
Slide 18: FY19 Strategic Growth Plans
FY19 STRATEGIC For personal use only GROWTH PLANS With solid foundations in place, the Company is poised for sustainable growth: VERTICAL CHINA INTEGRATION & CHANNEL PRODUCT SUPPLY CHAIN DEVELOPMENT DEVELOPMENT CORPORATE + Increase the milk pool to + Digitally driven brand + Extend nutritional + Dri
Slide 19: Disclaimer
DISCLAIMER For personal use only This presentation and any materials provided (materials) have been prepared by Bubs Australia Limited (Bubs) and contains general information about Bubs activities. By accepting the Materials you agree to be bound by the below terms and conditions. Terms and Conditio
Slide 20: Investor Resource Centre
For personal use only INVESTOR RESOURCE CENTRE www.investor.bubsaustralia.com 20