Canada Packers Inc. · TSX:CPKR
Canada Packers — Investor Presentation (October 2025)
18 slides from Canada Packers's investor presentation, October 2025
Slide 1: Canada Packers Investor Presentation
CANADA PACKERS INVESTOR PRESENTATION Redefining the global standard for premium, sustainable pork. October 2025
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation contains “forward-looking information” within the meaning of applicable securities law. These statements are based on current expectations, estimates, forecasts, and projections about the industries in which Canada Packers Inc. (“Canada Packers”) operate,
Slide 3: Non-IFRS Metrics
NON-IFRS METRICS Canada Packers’ combined carve-out financial statements have been prepared in accordance with International Financial Reporting Standards (“IFRS”) as issued by the International Accounting Standards Board and are the first IFRS financial statements of Canada Packers. Canada Packers
Slide 4: A legacy of performance. A future of sustainable growth.
A legacy of performance. A future of sustainable growth. Canada Packers is setting a new global standard for premium, sustainable pork. With nearly a century of expertise, we lead in sustainably produced, premium pork, shaping the future of food. Our vertically integrated model, diverse product rang
Slide 5: Canada Packers Company Highlights
CANADA PACKERS COMPANY HIGHLIGHTS OPERATIONAL HIGHLIGHTS FINANCIAL HIGHLIGHTS 4.9M ANNUAL HOG PROCESSING CAPACITY 1.7B PRO FORMA REVENUE(2) 8GLOBAL MARKETS WITH LEADING PRESENCE ~170M (10%) TTM PRO FORMA ADJUSTED EBITDA(1), (3),(4) 2OWNED PORK PROCESSING FACILITIES PRO FORMA ~200M (12%) NORMALIZED 9
Slide 6: World-class pork processing company with vertically integrated operations and global market presence
CANADA PACKERS IS A WORLD-CLASS PORK PROCESSING COMPANY WITH VERTICALLY INTEGRATED OPERATIONS & A GLOBAL MARKET PRESENCE VERTICALLY-INTEGRATED PORK COMPANY OVERVIEW PRODUCTION VALUE CHAIN(1) Hog Production Leading Canadian Pork • ~200 farms across Western Canada Producer and Processor • Mix of both
Slide 7: Sustainability is at the core of everything we do
SUSTAINABILITY IS AT THE CORE OF EVERYTHING WE DO, MAKING US DISTINCTIVE AND PROVIDING A POINT OF DIFFERENTIATION THAT IS DIFFICULT TO REPLICATE RWA CAPABILITIES CARBON NEUTRALITY WHY DO WE CARE ABOUT SUSTAINABILITY? #1 Producer of hogs Programs to reduce or Raised Without Antibiotics (RWA) in off-s
Slide 8: Investment Highlights: highly differentiated and attractive investment opportunity
INVESTMENT HIGHLIGHTS: CANADA PACKERS IS A HIGHLY DIFFERENTIATED AND ATTRACTIVE INVESTMENT OPPORTUNITY Exceptional Profitability and Clear Pathway to Profit Strong Cash Flow With a Focus Durability Driven By Distinctive Accretive Growth Fueled by on Long-Term Shareholder and Optimized Business Mix U
Slide 9: Exceptional profitability and durability driven by distinctive and optimized business mix
OUR BIGGEST STRATEGIC ADVANTAGE IS OUR EXCEPTIONAL PROFITABILITY AND DURABILITY DRIVEN BY DISTINCTIVE AND OPTIMIZED BUSINESS MIX KEY PILLARS OF 2024E REVENUE(1) DESCRIPTION Each channel is anchored on strategic BUSINESS MODEL ($CAD in millions | % of total) customers with long history of relationshi
Slide 10: Gold-standard branded products with strategic customers around the world
OUR PORTFOLIO OF GOLD-STANDARD BRANDED PRODUCTS WITH STRATEGIC CUSTOMERS AROUND THE WORLD MAKES US DISTINCTIVE AND DIFFERENTIATED NORTH AMERICAN MARKETS JAPANESE MARKET MAPLE LEAF FOODS TAILORED, VALUE-ADDED OFFERINGS FOR KEY CO-BRANDS WITH STRATEGIC CUSTOMERS, TARGETING SUSTAINABLE, PREMIUM PORK PR
Slide 11: Profitability is best-in-class and compares favourably to peers
CANADA PACKERS’ PROFITABILITY IS BEST-IN-CLASS, COMPARES FAVOURABLY TO PEERS HISTORICALLY AND PROVING TO BE DURABLE AND RESILIENT CANADA PACKERS VS. PEER AVERAGE OPERATING EARNINGS MARGIN COMPARISON(2) (Operating earnings margin %) Canada Packers Peer Average(1) Canada Packers has established a trac
Slide 12: Clear road map to increase hog supply and use untapped Brandon capacity
WE HAVE A CLEAR ROAD MAP TO INCREASE HOG SUPPLY TO CAPITALIZE ON THE UNTAPPED CAPACITY IN THE BRANDON FACILITY 4.9M Max. Capacity Three-pronged Approach to Grow Our Hog Supply Both Internally and Externally: Available 0.9M 1. 2. 3. Capacity Internal Hog Production Secure Additional Repatriate & Inte
Slide 13: Bullish on the global pork market as protein consumption rises
WE REMAIN BULLISH ON THE GLOBAL PORK MARKET AS OVERALL PROTEIN CONSUMPTION RISES Today, the pork industry is a sizable market Pork consumption has grown steadily in the …and is expected to increase driven by the spread across the globe past and is expected to continue following tailwinds: Pork consu
Slide 14: Incremental volume expected to drive profit expansion
THE INCREMENTAL VOLUME EXPECTED TO DRIVE PROFIT EXPANSION THROUGH OUR PREMIUM SALES MIX AND STRATEGIC COST SAVINGS INITAITIVES Our go-to-market strategy for additional volume will maintain Est. Sales Mix on Additional Hog Supply: our balanced mix across different international markets: ✓ Tailored va
Slide 15: Capital allocation carefully thought through to ensure maximum value creation
CAPITAL ALLOCATION WILL BE CAREFULLY THOUGHT THROUGH TO ENSURE MAXIMUM VALUE CREATION BOTH IN THE SHORT- AND LONG-TERM Growth-oriented Corporate finance investments levers Near-term priorities are focused on modernization, profitable ……eventually pivoting to focus on long-term shareholder value grow
Slide 16: Supplemental Financial Slides
SUPPLEMENTAL FINANCIAL SLIDES 16
Slide 17: Pro-forma estimates for the spin-off of the Pork Operations and related Non-IFRS measures
Pro-forma estimates for the spin-off of the Pork Operations and related Non-IFRS measures (Last twelve months ended June 30, 2025) Last twelve months ended June 30, 2025 (in millions of CAD) Consolidated Maple Canada Packers Maple Leaf Foods(1) Eliminations (unaudited) Leaf Foods Inc. Sales $1,769(2
Slide 18: Estimates on the spin-off of the Pork Operations and related Non-IFRS measures: notes
Estimates on the spin- off of the Pork and related Non-IFRS measures (Last twelve months ended June 30, 2025) Notes: 1 Refers to the business that will be retained after the separation by Maple Leaf Foods Inc. 2 Represents management’s preliminary estimate of sales (both to Maple Leaf Foods and to e
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