Redox Limited · ASX:RDX
Redox — Investor Day (May 2024)
37 slides from Redox's investor day presentation, May 2, 2024
Slide 1: Investor Day
For personal use only INVESTOR DAY Raimond Coneliano CEO April 2024 REDOX LIMITED (RDX.ASX) 1
Slide 2: Introduction to Redox
For personal use only Introduction to Redox Raimond Coneliano Chief Executive Officer & Managing Director 2
Slide 3: Corporate overview
Corporate overview Company Overview Market Position Redox was established by the Coneliano family in Ranked largest chemical For personal use only 1965 and is now a leading chemical and distributor in Australia1 ingredients distributor. 12th in APAC1 The company listed on the ASX in July 2023, the f
Slide 4: Redox by the numbers
Redox by the numbers For personal use only 100+ 1100+ 940+ 4,600+ STOCK LOCATIONS ACTIVE SUPPLIERS SKU’S PRODUCT GROUPS Leading Sales Force 400+ 6,400+ 21,000+ 500,000+ STRONG TEAM ACTIVE CUSTOMERS CONTAINERS HANDLED METRIC TONNES SOLD PER ANNUM 4
Slide 5: Redox positioning
Redox positioning • Full line chemical distributor Sales ($m) • Simplify sourcing for customers 1,200 • Supporting clients with technical For personal use only 11.9% 1,000 knowledge • Provide best route to market for producers 800 30-year CAGR • Data-Driven approach (Redebiz ERP/CRM) 600 • Growth fo
Slide 6: Our products
Our products Food Ingredients Plastic Polymers Pharmaceuticals Commodity Chemicals Nutraceuticals Fertilisers For personal use only Solvents Filter Media Flavours Surfactants Speciality Chemicals Pigments 6
Slide 7: Growing international presence with focus on North America
Growing international presence with focus on North America Geographical expansion leverages: • existing knowledge For personal use only Canadian entity being established in 2024 • supplier relationships • customer relationships • product portfolio Sales by geographical jurisdiction (%: FY23) 1% 8% A
Slide 8: Largest sales team in Australia & New Zealand
Largest sales team in Australia & New Zealand – building presence in USA & Malaysia AUST NZ USA MAL For personal use only 136 20 16 9 Unparalleled experience through a dedicated team of sales professionals 8
Slide 9: Innovation Distilled
Innovation Distilled “Redox work with industry and universities to research solutions to common problems. For personal use only Our Animal Nutritionist Dr Yumin Bao has conducted studies which have driven forward our understanding of animal nutrition.” 9
Slide 10: Innovation Distilled
Innovation Distilled For personal use only 10 Continued launch of new products to support growth
Slide 11: For personal use only “ How do consumers of a large number
“How do consumers of a large number of products buy them effectively without the scale, logistics and knowledge of For personal use only international markets?” 11
Slide 12: Redox can supply most of the ingredients in this Dove Shampoo
For personal use only Redox can supply most of the ingredients in this Dove Shampoo
Slide 13: Redox can supply
Redox can supply – • Ascorbic Acid (Vitamin C) • Salt For personal use only • Lactic Acid • Citric Acid • Spices • Anticaking agent • Sugar • Stabiliser (Xanthan Gum) • Preservative 223 (Sodium Metabisulphite) 13
Slide 14: Typical Supplier, Typical Customer
Typical Supplier Typical Customer • Makes several products which are used in many For personal use only • Makes a variety of end products like skincare, disparate industries haircare, liquid detergents etc • Has many competitors with equivalent products • Lacks storage on site, wants just-in-time de
Slide 15: Extensive coverage of all industry areas
Extensive coverage of all Unparalleled reach to small industry areas and medium clients For personal use only 15 FY2023 numbers
Slide 16: Strategic Focus
Strategic Focus Australasia North America • Continue to win new clients and share • Leverage supplier/customer relationships, For personal use only of wallet of existing clientele through knowledge, systems, product portfolio into transactional excellence. new geographical markets • Refine systems t
Slide 17: M&A guiding principles
M&A guiding principles For personal use only • Targets should add customer/supplier relationships, expertise or new capabilities • Acquisitions should accelerate future growth • There should be a robust integration plan and strategic rationale • Acquired businesses should be improved by being part o
Slide 18: Corporate Social Responsibility
Corporate Social Responsibility Redox aims to be a good corporate citizen embracing positive societal and industry engagement, responsible operation and practical initiatives For personal use only Silver Medal for Sustainability received from Ecovadis in 2023 Redox is committed to ethical sourcing,
Slide 19: For personal use only
For personal use only REDOX 0000 RedoxGlobal RedoxTweet Redox Redox_global Limited
Slide 20: Investor Day - Nick Osmo
INVESTOR DAY For personal use only Nick Osmo CEO / GM - North America May 2024 REDOX LIMITED (RDX.ASX) 20
Slide 21: Expanding our Horizons
Expanding our Horizons For personal use only Redox Inc Oct 2014 Redox Ingredientes March 2021 North America Redox Canada (currently being established) 21
Slide 22: US Market opportunity
US Market opportunity For personal use only 22
Slide 23: North American Footprint
North American Footprint Active in 35 states 16 Sales reps across 5 cities 12 warehouses in the lower 48 For personal use only Columbus OH & Atlanta GA in 2024 Over 400 customers 150+ active SKU’s Active in 5 Provinces Sales facilitated from US office 5 bilingual sales staff 1st sales in 2016, estab
Slide 24: Canada
Canada For personal use only • Established Customers • Registering 4 major provinces • Ease of cross border trade 24
Slide 25: Our Market Segments
Our Market Segments • Adhesives • Houshold & Personal Care • Animal Feed • Metal Treatment For personal use only • Building Products • Nutraceutical • Chemical Manufacturers • Oil & Gas • Detergents • Paint Manufacturing • Fertilisers • Pesticide & Herbicide manufacturers • Flavours • Resins • Food
Slide 26: Redox's recognition in the USA
Redox’s recognition in the USA Redox has made a concerted effort to increase our brand recognition across North America by maintaining a presence at key industry trade shows. For personal use only 26
Slide 27: For personal use only
For personal use only REDOX 0000 RedoxGlobal RedoxTweet Redox Redox_global Limited
Slide 28: Investor Day - Ashley Pena
For personal use only INVESTOR DAY Ashley Pena HR Manager May 2024 REDOX LIMITED (RDX.ASX) 28
Slide 29: Human Resources
Human Resources Talent Pipeline For personal use only Wellbeing Support Remuneration & Reward Conflict Resolution Internal Training System Career Progression Learning Programs Continuous Safety & RTW Improvement
Slide 30: Our People
Our People Our people are our biggest asset – they are the heart and soul of our culture. For personal use only The business was built with strong family values We pride ourselves on our diversity We believe in providing opportunities of growth and self-development 30
Slide 31: Graduate Program
Graduate Program So far in 2024 our outreach has been over 5,000 university For personal use only students across the country. The program has shown great success with over 80% of 31 graduates having progressed their careers further within the business.
Slide 32: Community Engagement
Community Engagement Invest in Women and Accelerate Progress Event The event aimed to highlight STEM careers for women @ Redox as prospective employer. For personal use only Year 11 & 12 students from St Patrick’s College for Girls attended the event. The session provided an overall understanding of
Slide 33: Community Engagement
Community Engagement You Be The Chemist For personal use only Redox makes regular donations to the Chemical Educational Foundation (CEF) in the US which provides STEM education to children across America. CEF’s programs uniquely connect business and education in local communities to reach students 3
Slide 34: Community Engagement
Community Engagement Volunteer Day at Redox Our employees are encouraged to give their time to the community through paid volunteering For personal use only Some of the charities that benefit from our initiative – ▪ Animal Welfare League ▪ Clean Up Australia ▪ Lifeline Book Fest 34
Slide 35: Community Engagement
Community Engagement Redox proudly supports the following charitable organisations with regular donations For personal use only 35
Slide 36: Strategic Objectives
Strategic Objectives Our top 5 strategic people objectives For personal use only Secure & Retain Top Diversity and Inclusion Talent Employer Brand Closing the Gender Gap Safety Standards 36
Slide 37: For personal use only
For personal use only REDOX 0000 RedoxGlobal RedoxTweet Redox Redox_global Limited