Grindrod Limited · JSE:GND

Grindrod — Investor Presentation (November 2019)

34 slides from Grindrod's investor presentation, November 2019

  1. Slide 1: Port of Maputo Overview & Projects

    MAPUTO PORT DEVELOPMENT COMPANY Port of Maputo Overview & Projects November 2019

  2. Slide 2: Maputo Port Concession

    Maputo Port Concession • MPDC has the concession rights to operate the Port of Maputo and the approved concession period ends in 2033 with an option to extend for a further 10 years • Concession agreement was approved by Decree 20/2000 25th July, under a Master Lease regime, and extended for additio

  3. Slide 3: MPDC Main Responsibilities

    Royalties 2 3 1 Vehicle Terminal (Grindrod) Container Terminal (DP World) Bulk Sugar Terminal (STAM) Intermodal Depot (MICD) Molasses Terminal (Zambeco) Vegetable Oils Terminal (MSLC) Bulk Terminal (MPDC) MPDC – Port operator MPDC – Port Authority Matola Coal Terminal MPDC – maritime Services (Grind

  4. Slide 4: About MPDC

    About MPDC Our shareholding structure since 2007 1992 Destabilization ends 2003 MPDC formed (Mersey Docks, Skanska, Liscont) 2006 Grindrod buys 12.5% share 2007 Portus Indico was acquired by 51% 49% Grindrod and DP World 2010 Concession term extended from PORTUS INDICO 2018 to 2033 Portos e Caminhos

  5. Slide 5: Historical Throughput

    Historical Throughput 25 20 CARGO TONNAGES 15 10 17.3 19.3 18.2 19.5 14.7 15.2 15.6 14.9 5 9.9 10.5 5 0 1971 2003 2010 2011 2012 2013 2014 2015 2016 2017 2018 YEARS 2003-2018 212% Growth * CARG – Compounded Average Growth

  6. Slide 6: Location & Hinterland

    Location & Hinterland

  7. Slide 7: Geographical location well suited to major shipping routes

    The geographical location of the Mozambican ports are well suited to serve some of the major shipping routes … and the Port Of Maputo has a short waiting time for anchorage.

  8. Slide 8: The Port of Maputo is situated in the southern region

    • The Port of Maputo is situated in the southern region of the country • The Port is the biggest and busiest Port in Mozambique • The Geographical location of the port makes it an attractive alternative option for export business from companies in South African, Zimbabwe, Swaziland with a great pote

  9. Slide 9: Geographical advantage

    Geographical advantage Rail Corridors Richards Maputo Bay Durban Comparative road distances Johannesburg (SA) 555 640 780 Witbank (SA) 395 622 533 Zimbabwe Nelspruit (SA) 180 689 585 Comparative rail distances Mozambique Witbank (SA) 437 819 627 Polokwane (SA) 550 935 802 Gweru (Zim) 967 1764 1684 S

  10. Slide 10: A customer-centric port: facilities and efficiencies

    A customer- centric port: facilities and efficiencies

  11. Slide 11: Channel & Berth data

    Channel & Berth data Short waiting at anchorage: Average > 24 hours (3rd quarter 2019 - 29,6 Hours) Size of the vessels that call the Port of Maputo: Current Berth Depth HandyMax, HandySize and Panamax -12 meters Maputo (between 169mts and 260 mts) -15.4 meters TCM Current Channel Depth -14.4 meters

  12. Slide 12: MPDC – Ferrochrome and Chrome Ore Facility

    MPDC – Ferrochrome and Chrome Ore Facility Current Capacity : 5.6 m/tons Future Capacity : 8.4 m/tons

  13. Slide 13: General Cargo Terminal

    General Cargo Terminal • Capacity : 2.3 m/tons Project Cargo Rice Bagged Cargo Steel

  14. Slide 14: Car Terminal

    Car Terminal • Future capacity: 202.000 units • Total Area at present: 48,143m2

  15. Slide 15: Sugar Terminal

    Sugar Terminal • Current capacity: 1.2 m/tons

  16. Slide 16: Grain Terminal

    Grain Terminal • Current capacity: 250 k/tons

  17. Slide 17: Container Terminal Development

    Container Terminal Development 2017 2018 Next Phase Final Capacity • Capacity: • Capacity: • Capacity: • Capacity: 150’000 TEU 300’000 TEU 500’000 TEU 1’000’000 TEU • 10 ha of yard • 5 ha of new • 300m of quay • 13 ha of new refurbished yard built refurbished yard added • 6 new RTG • 355m of new • N

  18. Slide 18: Matola Coal Terminal - TCM

    Matola Coal Terminal - TCM • Current capacity: 7.5 million tons

  19. Slide 19: Maputo Intermodal Container Depot - Services

    Maputo Intermodal Container Depot - Services Minerals Packing Warehousing Cargo Packing Container Depot

  20. Slide 20: Current Projects – 2019

    Current Projects– 2019

  21. Slide 21: Rehabilitation of Berths 6, 7 & 8

    REHABILITATION OF BERTHS 6, 7 & 8 Project Upgrade of Berths 6, 7 & 8. Description Construct a new quay wall & increase draft. Timeline May 2020 Business Impact  Improve berth capacity and Vessel TAT  Increase berth draft from 10.2m to 16.0m.

  22. Slide 22: Deepening of Berth 9

    DEEPENING OF BERTHS 9 Project Deepening of Berth 9 Description Strengthen quay wall & increase berth draft . ECD May 2020 Business Impact  Improve berth capacity and Vessel TAT  Increase berth draft from 12.3m to 15.0m.

  23. Slide 23: Ferro Chrome Expansion – Phase VII

    FERRO CHROME EXPANSION – Phase VII Project Chrome Slab Expansion Description Develop additional slab to increase Port capacity in additional 2.8 million tons/year Timelines Mar-2020 Business Impact  Additional storage capacity to support increased volume throughput.  Improved rail cargo handling c

  24. Slide 24: Demolition of Warehouses C3 and D2

    DEMOLITION OF WAREHOUSES C3 AND D2 Status:  Objective: GRINDROD  Additional storage of cargo near berths  Project works:  Project completed

  25. Slide 25: Extension of Lines 25 & 26

    EXTENSION OF LINES 25 & 26 Status:  Objective:  Improvement of Port rail handling capacity.  Project works:  Project Concluded  Project deliverables:  Increase Port’s wagon handling capacity.

  26. Slide 26: Erosion Protection – Phase III

    EROSION PROTECTION – Phase III Status:  Objective:  Erosion protection and future port expansion.  Project works:  Contractor under mobilization.  Timelines – December 2019.  Project deliverables:  Extension of the erosion protection wall at the future port expansion area.

  27. Slide 27: Unmanned Weighbridge

    UNMANNED WEIGHBRIDGE Status:  Objective:  Improvement of weighbridge efficiency and accuracy, by reducing operators interference in the weighing process.  Timelines – May 2020.  Project deliverables:  Improvement of Weight bridge efficiency and accuracy.

  28. Slide 28: Port Training Center

    PORT TRAINING CENTER Status:  Objective:  The main goal is to ensure safety during operation creating a training center where the stevedore will be trained and certified before operating in the vessels.  Project works:  Project concluded  5 simulators for all types of machine- operations  Part

  29. Slide 29: Maputo Port Gallery

    MAPUTO PORT GALLERY Status:  Objective:  The main goal is to Install a Cultural Centre inside the Port area.  Project works:  Project implemented  Project deliverables:  Cultural center inside the port area.

  30. Slide 30: Cruise Terminal – potential for growth

    Cruise Terminal – potential for growth • Brand new facility, provides services of touristic information, transports, currency exchange, curios and refreshments. • Only 15 passenger vessels in 2018 (13.440 passengers) • Alignment with Municipality for city offer / exploring potential with port projec

  31. Slide 31: What MPDC can offer?

    What MPDC can offer? • Opportune geographic location • A channel operational 24 hours • Short waiting time at anchorage • Bunkering services • Faster TAT • Competitive rates • Efficiency • Young and vibrant, customer centric team • Safe, secure facilities and systems (ISPS compliant, full port CCTV)

  32. Slide 32: The Port in 2012

    . The Port in 2012 Maputo,Port

  33. Slide 33: The Port Today

    The Port Today

  34. Slide 34: Our journey continues…

    Our journey continues…. Muito Obrigado!

Grindrod — Investor Presentation (November 2019) on 6ix