Dn Agrar — Investor Presentation (June 2023)

5 slides from Dn Agrar's investor presentation, June 2023

Slide 1: Milk sector overview
Milk sector overview Marius Gavrea, ING Bank Romania June 2023 Data sources: Eurostat, European Commission, National Statistics Institute, National Bank of Romania, Reuters, Bloomberg, Clal.it, ING
Slide 2: DN Agrar & ING Romania at a glance
DN Agrar & ING Romania at a glance Beginnings…  track record relation from 2016 - first loan granted to Lactoagrar - EUR 5 mio Developments… Criza fermierilor: în Germania, bălegarul a ajuns mai valoros decât laptele  strong and predictable financial figures  healthy increase 30 mai 2016 year by
Slide 3: Milk and dairy farms
Milk and dairy farms Production & deliveries of raw milk  downward trend in production due to the decrease in the number of cows 919 952 …but slightly increasing trend in deliveries from farms to 1,028 1,120 1,125 1,132 1,126 1,134 processing units  only 24% deliveries to dairy production compared
Slide 4: Milk and dairy products – trade balance
Milk and dairy products – trade balance Import ('000 to) Export ('000 to) 600 140 500 37 120 33 36 16.4 19.3 33 39 14 13.4 17.1 400 32 4.5 39 28 32 100 5.8 14 3.1 14.5 4.5 3.4 33 30 57 14 14 4.1 18 24 23 24 29 53 20 300 24 23 29 44 80 15 31 28 38 45 114 28 31 33 95 108 60 35 74 84 30 200 85 40 54 61
Slide 5: do your thing
do your thing ING Sa