Ridley Corporation Limited · ASX:RIC

Ridley — 11th PAC Partners Agribusiness Conference (April 2014)

16 slides from Ridley's conference presentation, Apr 30, 2014

  1. Slide 1: 11th PAC Partners Agribusiness Conference

    11th PAC Partners Agribusiness Conference Actions to lower cost, raise service and meet growth 30 April 2014 engage • educate • evolve

  2. Slide 2: Ridley - snapshot

    Ridley - snapshot Commercial animal nutrition supplier – Poultry, Dairy, Pig, Aquaculture, Equine, Dog, Beef and Sheep Commercial animal protein supplier One of the largest domestic users of cereal grains – 1.5 million tonnes of finished feed 19 manufacturing sites engage • educate • evolve

  3. Slide 3: Ridley Dairy feeds

    Ridley Dairy feeds  Dairy industry is at a crossroads with demand for milk in Asia on the increase  The Australian dairy industry has the ability to capitalise on the opportunity for growth  Balancing risk and reward  Short term – the strong milk price is encouraging and providing much needed co

  4. Slide 4: The big picture

    The big picture engage • educate • evolve 4

  5. Slide 5: The explosion in demand for milk from Asia has been well documented…

    The explosion in demand for milk from Asia has been well documented… Source: Horizon 2020 engage • educate • evolve

  6. Slide 6: ... and the growth is not expected to abate in the near-to-medium term

    ... and the growth is not expected to abate in the near-to-medium term in China Source: Horizon 2020 represents imported volume engage • educate • evolve 6 Source: Horizon 2020

  7. Slide 7: Australia could play a major role in meeting the continued growth in demand…

    Australia could play a major role in meeting the continued growth in demand… This is China Source: Horizon 2020 Source: Horizon 2020 engage • educate • evolve 7

  8. Slide 8: Australian Milk Production

    Australian Milk Production engage • educate • evolve 8

  9. Slide 9: While growth in Australian production has plateaued, the industry is still undergoing major change…

    While growth in Australian production has plateaued, the industry is still undergoing major change… • In the last decade in Victoria, the level of milk production has been maintained despite a continued drop in the number of farms and in the state’s herd size: 8,000 1,400 7,000 1,300 1,200 6,000 1,1

  10. Slide 10: Yield per cow has improved in the last decade, but still lags behind major international competitors

    Yield per cow has improved in the last decade, but still lags behind major international competitors... Inferred Yield per Cow in VIC (litres per annum) 6,000 5,800 5,600 5,400 5,200 5,000 4,800 4,600 4,400 02/03 03/04 04/05 05/06 06/07 07/08 08/09 09/10 10/11 11/12 12/13 Inferred Yield per Cow (lit

  11. Slide 11: The challenge for Australia is to emulate the last decade of growth in New Zealand

    The challenge for Australia is to emulate the last decade of growth in New Zealand... Source: Horizon 2020 engage • educate • evolve 11

  12. Slide 12: ... an increase in yield per cow is likely to be the biggest contributor

    ... an increase in yield per cow is likely to be the biggest contributor in the journey to 14bn litres production in Australia Source: Horizon 2020 engage • educate • evolve 12

  13. Slide 13: Australian Dairy Feed

    Australian Dairy Feed engage • educate • evolve 13

  14. Slide 14: VIC dairy farmers have tended to use pasture-based systems, but are likely to migrate to PMR

    VIC dairy farmers have tended to use pasture-based systems, but are likely to migrate to Partial Mixed Ration models • The vast majority of Victorian dairy farmers still use the traditional W VIC 41 47 8 1 pasture-based systems System #1 N VIC 19 48 15 15 • The trend going forward will see System #2

  15. Slide 15: The Australian dairy feed industry can help grow Australian milk production

    The Australian dairy feed industry can help grow Australian milk Customer Value production through 3 main drivers: Proposition Education & Growth in Improved Feed Knowledge Australian Solutions leadership Milk Production Operational Excellence Improved Farm Management & Profitability Maximising valu

  16. Slide 16: great people • great business • great results

    great people • great business • great results engage • educate • evolve

Ridley — 11th PAC Partners Agribusiness Conference (April 2014) on 6ix