Tasty Bite Eatables Ltd · NSE:TASTYBITE
Tasty Bite Eatables — Antique Stock Broking 'Build India, New India' Investors' Conference 2016
21 slides from Tasty Bite Eatables's conference presentation, February 2016
Slide 1: Tasty Bite Eatables Limited - Intimation about Investor Conference
Tasty Bite Eatables Limited TBEL/SE/2015-16 Februaryy§, 2016 BSE Limited, Corporate Relationship Department, 1 Floor, New Trading Ring, Rotunda Bldg., P.J. Towers, Dalai Street, Mumbai 400 001 Sub: Intimation about Investor conference Dear Sir, Pursuant to various regulations as stipulated under SEB
Slide 2: CUES TN
CUES TN Feit cones ngedies snd cengatauies LGad et tenes, Bed Beane slptens rent tenvay saute “eany Joinsie acer VEL Tal
Slide 3: There is a Food Revolution Underway in America
There is a Food Revolution Underway in America New moms compare notes on organic baby food : il ee Quinoa and chia seeds replace white Millions reduce gluten from their diets flour in kitchen pantries
Slide 4: There is a Food Revolution Underway in America (Cont'd)
There is a Food Revolution Underway in America (Cont'd) The fastidious shopper buys organic, local and GMO-free Tween daughters of cattle farmers turn vegetarian og Healthy fast food leaves Coke off the menu
Slide 5: The State of America's Health
Percentage 30.9 The State of America’ 's Health Diabetes Rates an Oe eee oe a eile A so 85 30 95 a0 O45 Year Adi64 $0574 BHBHE 75+ eee O44 Source: Centers for Disease Control and Prevention Obesity + Overweight = 67% of Population eee ee % of Growth Age Pop. % 4 0.6 ottal Wiest 0-44 1.6% | 167% 4o*
Slide 6: Convenience Still Paramount ... Technology Disrupts
Convenience Still Paramount ... Technology Disrupts Amazon fresh with same Meal kits with raw day delivery ingredients and recipe direct to home Bulk products at Club prices delivered home
Slide 7: Changing Demographics Causes Changing Palates
Changing Demographics Causes Changing Palates ihe Black Mf Agan/Pacific Islander! Other’ 28 Hispanic” e Americans have the highest Native American cuisine index in the world (4.5x per week) ® 14% of Americans eat in Indian restaurants regularly. Driven by Millennial consumers. ® Over 8000 Indian res
Slide 8: Who Are These Millennials Anyways?
Who Are These Millennials Anyways? » The largest generation alive in the U.S. at 80 million strong » Age 18-36 « Rebellious by being righteous « Conscious about the environment, food, human rights, animal rights, and more! » Less likely to own cars e Unconcerned about privacy ... happy to have a wid
Slide 9: Tasty Bite Operates at the Intersection of Three Major Trends
Tasty Bite Operates at the Intersection of Three Major Trends... ... while providing great taste and satiety $110bn Natural / Health Foods ~14% annual growth between ‘13-18 (1) $24bn Convenience Foods ~10% growth between '13-'18 (2) _ Ethnic / Specialty Foods | $11bn ~15% growth between '13-'18 (9)
Slide 10: Snapshot
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Slide 11: Mission Statement
Mission Statement To be a socially responsible company Purpose that will delight consumers by offering Advantage Great Taste, Good Value, and Real Convenience achieved through Scope Manufacturing & Marketing Natural, Convenient & Specialty Foods ina Environment Knowledge-driven, Energetic and Fun wo
Slide 12: Product Line
Product Line _ 1. Penang Ginger Curry 2. Bangkok Vegetables 3. Cashew Curry 4. Thai Vegetable Peanut 5. Kung Pao 6. Teriyaki 1. Thal Fried Rice 2. Stir Fried Brown Rice 3. Basil Chill Rice 4, Asian Vegetable Rice 5. Long Grain Rice 6. Basmati Rice S. Thai Lime Rice 16. Tancioori Rice 11. Garlic Brow
Slide 13: Brand Essence
Brand Essence
Slide 14: We Keep Good Company in the U.S.
We Keep Good Company in the U.S..... cal a oG a Strong distribution- 37% ACV ek [conventional c distribution grew, 30% ‘National on- ground sales force “Top notch Marketing team alia: SPROUT ROE funee ce ‘epresented by US' largest CPG broker __ -) Publix Ukcops SAFEWAY PRGUONS Seed rere ENG Family o
Slide 15: Other Key Markets
Other Key Markets camper “lesen
Slide 16: Food Service Product Portfolio: Frozen
Food Service Product Portfolio: Frozen A versatile automated formed, fried and frozen products line that can do pies, breaded, tempura & customized frozen products
Slide 17: Food Service Product Portfolio: Sauces
ood Service Product Portfolio: Sauces srersrer te Mayo & Emulsions Gravies Tomato Based Sauces Specialty Sauces (Pasta, Pizza Sauce)
Slide 18: We Keep Great Company
We Keep Great Company all good’
Slide 19: Award Winning Partner of Choice for Leading Players in Food Service Industry
Award Winning Partner of Choice for Leading Players in Food Service Industry @ Customize and innovate localized menu for India market ® Versatility in product offerings: Frozen, Sauces and Prepared meals under one-roof a Focus on continuous product improvement and driving down costs through strategi
Slide 20: Revenue Growth (FY11 to FY16)
Revenue Growth (FY11 to FY16) Revenues (FY41 - FY46) 20% CAGR over 5 years ‘000 Rs 1,800,000 1,600,000 1,400,000 1,200,000 1,000,000 800,000 600,000 400,000 200,000 FY14 FY15 FY16 YTD
Slide 21: Financial Performance
Financial Performance EBITDA (%) Earnings Per Share (Rs) 40.0 senoneeonn ~CAGR: 49% 4.0% _CAGR: 48%. 6.5 FY11 FY12 FY13 FY14 FY15 FY16YTD Yt vig FYI FYI FY15 FY16 YTD Return on Capital (%) Stock Price Appreciation (Rs) 35.00% » 30.00% « 25.00% pm 20.00% | - CAGR: 59% 15.00% nn i 602 10.00% — 5.00% 2