Barry Callebaut Ag · SIX:BARN
Barry Callebaut — Investor Day (May 2022)
12 slides from Barry Callebaut's investor day presentation, May 11, 2022
Slide 1: Capital Markets Day
Capital Markets Day Zurich, 11 May 2022
Slide 2: Bringing our long-term strategy alive
Bringing our long-term strategy alive Peter Boone, Chief Executive Officer Zurich, 11 May 2022
Slide 3: Bringing our long-term strategy alive
Bringing our long-term strategy alive Growing the world of 1996 chocolate and cocoa Merger of Cacao Barry More than for 25 years and Callebaut CHOCOLATE 13,000 Selling to 25 ACADEMY Centers employees • Celebrated 25th anniversary 143 countries • 1998 listing at Swiss Stock Exchange Sourcing • Over 1
Slide 4: Leading position thanks to strong team & values
Bringing our long-term strategy alive Leading position thanks to strong team & values Industrial chocolate Cocoa grinding capacity (kMT) (kMT) Big enough to matter, Top 3 competitors Small enough Top 3 competitors to care We are the heart and engine of the chocolate and cocoa industry 4 Capital Mark
Slide 5: Consistent long-term strategy, accelerating up the value ladder
Bringing our long-term strategy alive Consistent long-term strategy, accelerating up the value ladder 2007 2011 2012 2015 2022 R&D Value added Offering 5 Capital Markets Day 2022
Slide 6: Expansion: Driving smart growth
Bringing our long-term strategy alive Expansion: Driving smart growth Global chocolate confectionery market CUSTOMER 10.7mn MT Diverse customer base Western Europe PORTFOLIO North America Deep and broad product portfolio Asia Pacific OUTSOURCING Large opportunity to convert captive markets EEMEA Lat
Slide 7: Cost Leadership: Our license to grow
Bringing our long-term strategy alive Cost Leadership: Our license to grow ECONOMIES OF SCALE Total volume almost doubled to 2,1 million tonnes of chocolate in 10 years PROXIMITY & RELIABILITY Close to customers, flawless execution HIGH-CAPACITY UTILIZATION Clustering of production allows for higher
Slide 8: Innovation: The future of indulgence
Bringing our long-term strategy alive Innovation: The future of indulgence INNOVATION IS IN OUR DNA Originating in our deep understanding of the cocoa bean GLOBAL NETWORK 33 R&D Centers and 2 Global Innovation Centers CONSUMER & CUSTOMER INSIGHT AND FORESIGHT Shaping and catering to consumer trends
Slide 9: Sustainability: Providing sustainable solutions for impact & compliance
Bringing our long-term strategy alive Sustainability: Providing sustainable solutions for impact & compliance VERTICAL INTEGRATION Vertically integrated supply chain: key enabler for sustainability and traceability FOREVER CHOCOLATE Ambitious, metricated, timebound targets aim to make sustainable ch
Slide 10: Outlook – Confident on mid-term guidance
Bringing our long-term strategy alive Outlook – Confident on mid-term guidance STRONG TRACK RECORD Exceptional growth journey, successfully reinforced with agenda on profitability and cash R&D RELIABLE Value added Reliable partner even in volatile environment UNTAPPED SOURCES OF GROWTH Half of the m
Slide 11: Accelerating up the value ladder in bakery
Bringing our long-term strategy alive Accelerating up the selling price value ladder in bakery EUR 1.10 Up-selling opportunity thanks to premium decorations • Mona Lisa, our global decoration brand, provides toolboxes of Color, Taste, Shape and Texture • Empower chefs and brands to make extraordinar
Slide 12: Key take away
Bringing our long-term strategy alive Key take away Grow our share of the open market Grow Smart Grow open market through Outsourcing Drive the mix (country, customer, product) Deep insights into consumers & customers Accelerating up the Sell ingredient solutions per application value ladder Keep br