Australian Dairy Nutritionals Limited · ASX:AHF
Australian Dairy Nutritionals — Shareholder Meeting (November 2018)
14 slides from Australian Dairy Nutritionals's shareholder meeting presentation, Nov 29, 2018
Slide 1: Annual General Meeting Dial-In Details
Australian Dairy Farms Group 29 November 2018 ASX Code: AHF ANNUAL GENERAL MEETING DIAL-IN DETAILS The Board confirms that the Annual General Meeting to be held on Thursday, 29 November 2018 will be broadcast by way of a teleconference for Securityholders who cannot attend in person. The teleconfere
Slide 2: Annual General Meeting
Australian Dairy Farms Group (ASX:AHF) Annual General Meeting 29th November 2018 Presenter – Peter Skene, CEO Australian Dairy Farms Group 1 Australian Dairy Farms, the new fresh future
Slide 3: Overview
Overview Australian Dairy Farms Group 2 Australian Dairy Farms, the new fresh future
Slide 4: FY18 Year in review
FY18 Year in review • FY2018 was a transitional year for the Group as it started to execute on its strategy to transform from a producer of commoditized highly competitive dairy products to differentiated, high margin dairy products • A high priority was placed on identifying opportunities for diver
Slide 5: Operational Update
Operational Update In FY 19 the Board and management continue to progress the new strategy and have already taken important steps to delivering on the strategy including: • Moved forward the timetable for organic milks on farms with the successful acquisition of Yaringa, a large in-conversion organi
Slide 6: Strategic & Operational Priorities
Strategic & Operational Priorities • New Site: Plans for new manufacturing site on the 10 acre Camperdown Dairy park purchased in November 2017 are in progress • Brands: Focusing on development of Group owned brands in a variety of categories as well as key distribution avenues and channels • Proces
Slide 7: Strategy
Strategy Australian Dairy Farms Group 6 Australian Dairy Farms, the new fresh future
Slide 8: Strategy – Repositioning the Company
Strategy – Repositioning the Company Transformational shift from farms and raw milk processing to highly differentiated dairy and nutritional products focussing on “tummy health” ranges and organic infant formulas • Higher barriers to entry • Fewer competitors • Higher growth • Attractive margins •
Slide 9: Entering the Nutritionals/Formula Market
Entering the Nutritionals/Formula Market • Acquisition of Flahey's Nutritionals (completion expected December 2018) • Flahey's Nutritionals recently launched into the Australian Certified Organic market via a specialised ultra premium product currently ranged in major branded retailers within the Ph
Slide 10: Nutritionals Indicative Pipeline
Nutritionals Indicative Pipeline • Entered the nutritionals segment through the acquisition of Flahey’s Nutritionals (to complete Dec 2018) • Plans to expand the range to Tummy Health, Australian Organic and Adult Nutrition by 2020 • Focus on differentiated products Current product Product pipeline
Slide 11: Value of ANZ Organic Infant formula market: 2017 -2023
Value of ANZ Organic Infant formula market: 2017 -2023 Market value expected to double in next 5 years to USD$400 million Source: ‘Market Research Future’ - Global Organic Infant Formula Report Australian Dairy Farms Group 10 Australian Dairy Farms, the new fresh future
Slide 12: Global Organic Baby Formula Sales
Global Organic Baby Formula Sales Global organic baby formula retail sales value (constant price) in millions CAGR USD1,000 20% growth per 850 800 758 annum over last 697 38% Other 5 years 600 576 52% 57% 6% EarthsBest 414 400 16% Bellamy’s 355 62% 286 291 307 6% 52% 45% 7% 9% 230 42% 22% Abbott 200
Slide 13: Disclaimer
Disclaimer This Presentation contains general information only and is, based on information contained in the Annual Report for the year ended 30 June 2018 as well as other information which has been released to ASX. This document is not an invitation, offer or recommendation (express or implied) to
Slide 14: Further Details
Further Details For additional company information or media enquiries, please contact: Australian Dairy Farms Limited Phone: +61 7 3020 3060 Email: shareholders@adfl.com.au (emails are forwarded to the relevant person) Communications Policy AHF makes ASX market releases at times directors believe it
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