Rlf Agtech Ltd · ASX:RLF
Rlf Agtech — Investor Presentation (August 2025)
26 slides from Rlf Agtech's investor presentation, Aug 22, 2025
Slide 1: Equity Raising Presentation
EQUITY RAISING PRESENTATION 22 AUGUST 2025 GAVIN BALL Acting Managing Director ASX | RLF Authorised for release by the Board of Directors Equity Raising Presentation – 22 August 2025 1
Slide 2: Important Information
IMPORTANT INFORMATION The purpose of this presentation is to provide general information about RLF AgTech Ltd (RLF or the Company). It is not recommended that any person makes any investment decision in relation to the Company based solely on this presentation. This presentation does not necessarily
Slide 3: Key Drivers Behind the Business
KEY DRIVERS BEHIND THE BUSINESS Fixes a Significant Problem for Agriculture Offers the Right Solution Uses the Market Momentum Behind Us Farmers must grow larger quantities of more nutritious RLF’s proven liquid fertilisers and biologicals deliver Specialty fertilisers are the fastest-growing Agri-s
Slide 4: About RLF AgTech
ABOUT RLF AGTECH RLF AgTech (ASX:RLF) gives investors listed-market exposure to the fast growing crop nutrition and biologicals sector that develops, manufactures, and sells advanced crop nutrition products to support sustainable, high-performance agriculture across Australia, China, and Asia. Speci
Slide 5: Strategic Overview and 12-Month Performance Review
STRATEGIC OVERVIEW AND 12-MONTH PERFORMANCE REVIEW Customer Receipts Growth Cash Receipts 26.0m Total FY2025 customer receipts reached $26.0 million, up 74% from FY2024, reflecting improved sales conversion and performance across the group. 12.5m 15.0m Full Year Positive Operating Cashflow 2023 2024
Slide 6: Key Achievements Across FY2025
KEY ACHIEVEMENTS ACROSS FY2025 Australian Business Relaunch Biologicals Product Launch with AXIOMA RLF secured exclusive rights to distribute AXIOMA’s plant-based biostimulants across Regained full commercial rights, launched RLF Australia, secured key distribution deals, and Australia, China, and A
Slide 7: The Business Today
THE BUSINESS TODAY REVENUE MIX CHANGING RLF AgTech Ltd (ASX:RLF) China 99% Actual RLF RLF RLF RLF 2023 China Asia Liquaforce Australia 2025 Asia 1% Estimated China Revenue 45% Liquaforce Split 50% Asia >1% FY 2025 4% Australia China 7% Actual 89% 2024 Asia AUSTRALIA. TRANSFORMATIONAL GROWTH POTENTIA
Slide 8: Quickest Growth Trajectory
QUICKEST GROWTH TRAJECTORY GROW CHINA EXPAND ASIA BUILD AUSTRALIA RLF AUSTRALIA RLF LIQUAFORCE Operates in the world’s Operates in a large New opportunity in a WHAT’S NEXT WHAT’S NEXT largest agricultural market but currently only market that is big market. selling in 3 out of and mature. Expand Ret
Slide 9: What RLF Products Deliver
WHAT RLF PRODUCTS DELIVER Increased Yield Higher Quality Produce Improved ROI for Farmers 10% - 30% improvements demonstrated across multiple Higher quality produce that is more nutrient dense and Improved returns from yield and quality results versus independent trials. 20+ year on-farm use validat
Slide 10: How Big Is the Australian Market
HOW BIG IS THE AUSTRALIAN MARKET DYNAMICS OF AN AUSTRALIAN FARM The market for RLF products is large, with Broadacre 28,340,000ha Total Farms 87,0001 (2022) over 28 million hectares of commercial Commercial Growers farming representing the potential. Typically Horticulture 500,000ha farmers can use
Slide 11: Growth in Specialty Fertiliser Markets
GROWTH IN SPECIALTY FERTILISER MARKETS “The growth in specialty fertiliser markets is driven The global specialty globally by the pressures to fertilisers market is 24.3 USD BILLION help reduce the farmer’s CAGR projected to reach USD 33,759.9 million by 2022 dependency on commercial fertiliser and
Slide 12: Benefits That Are Making a Difference
BENEFITS THAT ARE MAKING A DIFFERENCE RLF AgTech is contributing to positive real-world benefits. This includes support to achieve the future 2030 goals established by the UN Food and Agriculture Organisation (see Annexure 1). Contributes to achieving global food security goals Addresses many of the
Slide 13: Highlights
HIGHLIGHTS A REAL BUSINESS WITH POTENTIAL GROWTH POTENTIAL RLF’s Australian operations, RLF Liquaforce expansion, RLF China rebound, § Proven technology and mature product suite that provides improved crop yield and ROI and RLF Asia-Pacific roll-out provide a strong, scalable platform for outcomes f
Slide 14: Key Drivers Behind the Business
KEY DRIVERS BEHIND THE BUSINESS Fixes a Significant Problem for Agriculture Offers the Right Solution Uses the Market Momentum Behind Us Farmers must grow larger quantities of more nutritious RLF’s proven liquid fertilisers and biologicals deliver Specialty fertilisers are the fastest-growing Agri-s
Slide 15: National Trading Agreement Announcement
NATIONAL TRADING AGREEMENT ANNOUCEMENT Agreement Signed With Nutrien Ag Solutions Key Benefits of the Collaboration § Nutrien Ag Solutions, a leading provider of rural merchandise and agronomic services. Unmatched Distribution Reach: More than 700 regional and rural retail outlets § Covers Nutrien’s
Slide 16: Equity Raising Overview
EQUITY RAISING OVERVIEW RLF AgTech has received firm commitments to raise approximately $4.5 million via a placement. Topic Description • An unconditional placement of approximately 90.4 million New Shares, raising approximately $4.5 million Offer Size and Structure (before costs) under the Offeror’
Slide 17: Sources and Uses
SOURCES AND USES Sources $m Uses $m Placement 4.5 Stock (Raw Materials & Manufacturing) 3.0 Capital Expenditure 0.4 Human Resources & Support 0.4 Convertible Note Termination 0.5 Cost of the Offer 0.3 Total 4.5 Total 4.5 Notes: Totals may not balance due to rounding. Equity Raising Presentation – 22
Slide 18: Placement Timetable
PLACEMENT TIMETABLE The following timetable is indicative only and subject to change by the Lead Manager or the Company. Event Date Trading Halt Wednesday, 20 August 2025 Placement Bookbuild Opens 10:00am (AEST) Wednesday, 20 August 2025 Placement Bookbuild Closes 5:00pm (AEST) Wednesday, 20 August
Slide 19: Key Risks
KEY RISKS There are a number of risks that are both specific to RLF and of a general nature, which may affect the future operating and financial performance of the Company and the outcome of any investment in the Company. This section describes some, but not all, of the material business risks that
Slide 20: Key Risks
KEY RISKS Compliance and change to laws and regulations RLF operates in the global Ag and Fertiliser sector which is highly regulated. There is a risk that new laws or regulations may be enacted or existing laws or regulations amended in such a way that impose regulations on the Company. The Company
Slide 21: Key Risks
KEY RISKS Government and legal risk The introduction of new legislation or amendments to existing legislation by governments (including the introduction of tax reform), developments in existing common law or the interpretation of legal requirements in any of the legal jurisdictions which govern the
Slide 22: Key Risks
KEY RISKS Taxation risk The acquisition and disposal of New Shares will have tax consequences which will differ for each investor depending on their individual financial circumstances. All potential investors in the Company are urged to obtain independent financial advice regarding the tax and other
Slide 23: Gavin Ball
Gavin Ball Acting Managing Director gball@rlfagtech.com +61 433 333 300 Equity Raising Presentation – 22 August 2025 23
Slide 24: Products That Provide Solutions
PRODUCTS THAT PROVIDE SOLUTIONS CONTROL RLF-TREATED CONTROL RLF-TREATED CONTROL RLF-TREATED Full Range of Products Advanced Range Full Range § Ultra Foliar § Foliar § Seed Primer § Fertigation § Specialty Products § Seed CONTROL RLF-TREATED CONTROL RLF-TREATED CONTROL RLF-TREATED Advanced IP Technol
Slide 25: Use of RLF Products
USE OF RLF PRODUCTS FARMERS USE MORE THAN ONE PRODUCT RLF Product Range is Extensive for All Crop Types Typically, a farmer needs to use several different products, and at varying application rates during the growth and Conditions cycle of a crop. This is because a crop needs the right nutrient type
Slide 26: RLF Achievements Against FAO Objectives
RLF ACHIEVEMENTS AGAINST FAO OBJECTIVES Sustainably improve agricultural Yes, achieve. productivity to meet increasing demand Improve productivity and clearly demonstrate sustainability. 1 Yes, achieve. Ensure a sustainable natural resource base Reduce granular and actively improve soil sustainabili