Ridley Corporation Limited · ASX:RIC
Ridley — PAC Partners 23rd Australasian Agfood Conference 2025
13 slides from Ridley's conference presentation, Mar 13, 2025
Slide 1: Presentation – Agfood Conference (ASX Announcement)
ASX Announcement 13 March 2025 PRESENTATION – AGFOOD CONFERENCE Ridley Corporation Limited (Ridley) (ASX:RIC) provides a copy of a presentation to be delivered at the PAC Partners 23rd Australasian Agfood Conference on Thursday 13 March 2025 (see Attachment). For further information please contact:
Slide 2: Investor Update – Australasian AgFood Conference
ASX: RIC INVESTOR UPDATE Australasian AgFood Conference Quinton Hildebrand - MD & CEO 13 March 2025 LEADING ANIMAL NUTRITION INVESTOR UPDATE | 13 March 2025 1
Slide 3: FY23 – FY25 Growth Plan Update
FY23 – FY25 GROWTH PLAN UPDATE LEADING ANIMAL NUTRITION INVESTOR UPDATE | 13 March 2025 2
Slide 4: FY23 – FY25 Growth Plan
AS PRESENTED WITH FY23 – FY25 GROWTH PLAN THE FY25 1H RESULTS KEY INITIATIVES FY22 FY23 FY24 FY25 ● NovaqPro® international sales ● Growing with aqua customers ● Companion animal sales ● Premiumisation of rendered products EBITDA* ● Tallow & protein meal trading Earnings Growth Packaged & $92.8m Ing
Slide 5: FY23 - FY25 Growth Plan: Bulk Stockfeeds
FY23 - FY25 GROWTH PLAN: BULK STOCKFEEDS BULK STOCKFEED ACHIEVEMENTS IN PLAN PERIOD TO DATE • 11% CAGR1 in ruminant volumes enabled through STRATEGY Leverage the flywheel effects of scale, extend our two capacity debottlenecking projects and one role in the supply chain and enhance our market acquis
Slide 6: FY23 - FY25 Growth Plan: Packaged Feed & Ingredients
FY23 - FY25 GROWTH PLAN: PACKAGED FEED & INGREDIENTS INGREDIENT RECOVERY (FORMERLY RENDERING) ACHIEVEMENTS IN THE PLAN PERIOD TO DATE • Increase in proportion of higher value products from STRATEGY “CLIMBING THE WALL OF VALUE” 21% to 30% of sales volume Invest in processing capability to produce bes
Slide 7: FY23 - FY25 Growth Plan: Packaged Feed & Ingredients
FY23 - FY25 GROWTH PLAN: PACKAGED FEED & INGREDIENTS PACKAGED PRODUCTS DEVELOPMENTS IN THE PLAN PERIOD • Secured third-party supply contracts with pet STRATEGY AQUA NUTRITION specialty and grocery customers Extend our rural market share by (FEED/SECTOR SUPPORT) leveraging our national footprint • Co
Slide 8: Capital Allocation Framework
CAPITAL ALLOCATION FRAMEWORK OPERATING CASH FLOW ACHIEVEMENTS IN THE PLAN PERIOD TO DATE* • Strong operating cash conversion • EBITDA up 10% in FY23 and 5% in FY24 Maintenance & ESG Capital (~60 – 80% of Depreciation) and Working Capital • Maintenance & ESG capital at 56% of Depreciation • Disciplin
Slide 9: Ridley Sustainability 2030 Scorecard – Progress in Plan Period
RIDLEY SUSTAINABILITY 2030 SCORECARD – PROGRESS IN PLAN PERIOD FOCUS OF OUR 2030 COMMITMENTS FY24 2030 The full text of our 2030 Commitments are set out in Ridley's Annual Report FY23 Target Today* Commitment SMARTER INGREDIENTS Sourcing high-quality raw materials that are Purchase soybean products
Slide 10: Preparing for the Next Growth Plan
PREPARING FOR THE NEXT GROWTH PLAN LEADING ANIMAL NUTRITION INVESTOR UPDATE | 13 March 2025 9
Slide 11: Business Reset
BUSINESS RESET PAST 3 YEARS CURRENT RESET The FY26 - FY28 Growth Plan – Framework2 In the past 3 years Ridley has: Restructuring the organisation to: Continue the focus on cost efficient organic growth and value accretive acquisitions by: • improved asset utilisation and reduced unit costs • further
Slide 12: Important notice and disclaimer
The material in this presentation is general background information about the activities of Ridley Corporation Limited (ACN 006 708 765) and its related entities (Ridley), current as at the date of this presentation, unless otherwise stated. The content is information given in summary form and does
Slide 13: LEADING ANIMAL NUTRITION INVESTOR UPDATE 13 March 2025
LEADING ANIMAL NUTRITION INVESTOR UPDATE | 13 March 2025 12
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