Ridley Corporation Limited · ASX:RIC
Ridley — Credit Suisse F&B Focus Day (April 2019)
17 slides from Ridley's conference presentation, Apr 4, 2019
Slide 1: Ridley presentation - Credit Suisse F&B Focus day
Ridley presentation Credit Suisse F&B Focus day Balancing short term growth against long term aims in global markets For personal use only 4 April 2019 1
Slide 2: Agenda
AGENDA For personal use only Business overview Investing in our assets for long term growth Growing our leading market position in high performance animal nutrition solutions Long term aims in global markets - Novacq™ update 2
Slide 3: Business overview
For personal use only BUSINESS OVERVIEW 3
Slide 4: Vision and mission statement
VISION AND MISSION STATEMENT Ridley consistently enhances its position as the market leader in Australia for high For personal use only performance high performance animal nutrition solutions Livestock Yield / Performance To improve the cost-of-feed to yield ratio A Mission for our customers Nutriti
Slide 5: Our journey
OUR JOURNEY For personal use only Agri/salt mixed High Performance Animal Nutrition Solutions – High Performance Animal Rendering becomes core market Focus on stabilising and growing core animal Nutrition Solutions / Value-add competency message nutrition business Ingredients Financial 2013 2014 201
Slide 6: Ridley highlights
RIDLEY HIGHLIGHTS For personal use only Australian Market Ridley’s scale and market position as Australia’s #1 provider of high performance animal nutrition solutions provide 1 Leader key competitive advantages that cannot be easily replicated Scale Operating Ridley’s unmatched operating platform is
Slide 7: Investing in our assets for long term growth
For personal use only INVESTING IN OUR ASSETS FOR LONG TERM GROWTH 7
Slide 8: Renewed asset base
RENEWED ASSET BASE Ridley has invested significant capital over recent years to drive long term growth, with two new For personal use only feed facilities commissioned since 2012 (Pakenham and Lara), one new facility to begin commissioning imminently (Westbury) and one new facility to be commissione
Slide 9: Extrusion plant at Westbury, Tasmania
EXTRUSION PLANT AT WESTBURY, TASMANIA For personal use only Spare capacity to target new and returning customers & industry growth Salmon production to transfer to Tasmania - improved supply chain, lead times, diet testing capability & customer collaboration Extrusion capacity for Petfood & Aq
Slide 10: Feedmill at Wellsford, Central Victoria
FEEDMILL AT WELLSFORD, CENTRAL VICTORIA xxx For personal use only xxx Site secured, development approvals obtained, project kicked off in Dec 2018 Underpinned by 10 year supply agreement with Hazeldene’s Chickens At >350,000t capacity for poultry and pig, significantly the largest feedmill in
Slide 11: Growing our leading market position in high performance animal nutrition solutions
For personal use only GROWING OUR LEADING MARKET POSITION IN HIGH PERFORMANCE ANIMAL NUTRITION SOLUTIONS 11
Slide 12: We are the market leader in high performance animal nutrition solutions
WE ARE THE MARKET LEADER IN HIGH PERFORMANCE ANIMAL NUTRITION SOLUTIONS Brand Portfolio Ridley’s scale and market position as For personal use only Australia’s #1 provider of high performance animal nutrition solutions, gives rise to key competitive advantages that cannot be easily replicated Ridley
Slide 13: Long term aims in global markets - Novacq update
For personal use only LONG TERM AIMS IN GLOBAL MARKETS - NOVACQ™ UPDATE 13
Slide 14: Novacq status
NOVACQ STATUS For personal use only Establish product efficacy Scale up Australian production Commercialise in Australia Develop Australian sales price strategy 100% prawn farmer penetration in Australia Scale up Thailand production Commercialise in Thailand Establish corporate structures in selecte
Slide 15: Novacq at Yamba
NOVACQTM AT YAMBA First commercial sales of NovacqTM-inclusive feed For personal use only achieved in the period Ongoing process of continuous improvement to further improve yield and drive down the cost of production Further increase in power supply is being scoped to improve aeration and pro
Slide 16: Novacq at Thailand
NOVACQTM AT THAILAND Ten year lease - 14 former prawn ponds now converted and all producing NovacqTM. For personal use only Dewatering and Drying - working through approval process to locate the dewatering and drying equipment within the feedmill Pond testing - dedicated pond established with
Slide 17: Contact details
CONTACT DETAILS For personal use only Tim Hart Managing Director and Chief Executive Officer Email: Tim.Hart@ridley.com.au Tel: 03 8624 6500 Mobile: 0404 480 542 Ridley Corporation Limited ABN 33 006 708 765 Level 4, 565 Bourke Street Melbourne, VIC. 3000 Australia www.ridley.com.au ASX: RIC 17