Bayer Ag · XETR:BAYN
Bayer — Investor Day (December 2018)
17 slides from Bayer's investor day presentation, Dec 5, 2018
Slide 1: Excellence in Commercial Integration and Execution
Excellence in Commercial Integration and Execution /////////// Capital Markets Day London, December 5, 2018 Brett Begemann / Chief Operating Officer / Crop Science Division
Slide 2: Disclaimer
Disclaimer Cautionary Statements Regarding Forward-Looking Information This presentation contains forward-looking statements. A forward-looking statement is any statement that does not relate to historical facts and events, but rather reflects Bayer’s current beliefs, expectations and assumptions re
Slide 3: Target Greater than 4% Sales CAGR from 2018 to 2022
Target Greater than 4% Sales CAGR from 2018 to 2022 Leadership and Innovation Translate into Above Market Sales Growth €19.3bn1 8% Key Sales Growth Drivers Other 4% Vegetable Seeds 5% Environmental Science Deliver annual germplasm refresh across the seeds 7% Insecticides portfolio to drive price and
Slide 4: Corn Seed & Trait: Leading Share Position Enhanced by Innovation
Corn Seed & Trait: Leading Share Position Enhanced by Innovation Annual Germplasm Upgrade, New Technology Launches and Digital Ag Key to Growth Germplasm Position and Share1 Sales Growth Opportunity Areas: 2018 - 2022 U.S.A. #1 >50% INSECT INSECT CONTROL: CONTROL:SmartStax SmartStax® ProPro Brazil #
Slide 5: Annual Germplasm Upgrades Serve as Foundational Growth Driver
Annual Germplasm Upgrades Serve as Foundational Growth Driver Leading Global Germplasm Libraries and Advanced Breeding Tools Deliver High-performing Products Corn Soybean Cotton Vegetables Deployed >200 hybrids in 2018 Deployed ~200 varieties in 2018 Deployed 20 varieties in 2018 Deploy ~150 varieti
Slide 6: Leading Go-to-Market Choices Complement Product Performance
Leading Go-to-Market Choices Complement Product Performance ~7,800 Customer-facing Employees Meeting Customers Where They Want to Purchase our Products Text Value Proposition Product Performance Full Season Service Relationship Value DEKALB U.S.A Regional Multi-Brand Channel U.S.A. Corn States Asgro
Slide 7: Soybean Seed & Trait: Key Trait Upgrades Expected to Fuel Growth
Soybean Seed & Trait: Key Trait Upgrades Expected to Fuel Growth New Solutions in Insect and Weed Control Provide More Options for Farmers in the Americas Germplasm Position and Share1 Sales Growth Opportunity Areas: 2018 - 2022 INSECT INSECT CONTROL: CONTROL:Intacta SmartStax® 2 Xtend Pro U.S.A. #1
Slide 8: Roundup Ready Xtend Crop System Continues Record Growth
Roundup Ready Xtend Crop System Continues Record Growth XtendFlex Soybeans Serve as Next-generation to Provide Tremendous Flexibility in Weed-control Options Roundup Ready 2 Xtend Soybean XtendFlex Soybean Greenville, MS June 2017 Robersonville, NC August 2018 >40m acres in 2018; expect the Roundup
Slide 9: South American Soybean Trait Technologies Continue to Advance
South American Soybean Trait Technologies Continue to Advance Insect-protected Soybean Technologies Have a Fit on ~100m Acres in South America Intacta RR2 PRO Intacta 2 Xtend Nao-Me-Toque, Rio Grande Do Sul, Brazil 2010 Uberlandia, Minas Gerais, Brazil 2017/2018 Exceptional performance, penetrating
Slide 10: Herbicides: Capitalize on Opportunities with Leading Portfolio
Herbicides: Capitalize on Opportunities with Leading Portfolio New Value Capture Concepts Around Integrated Weed Management in a Changing Weed Control Market Environment Global Herbicide Market1,2 Seed & Trait Footprint3 Key Growth Factors Digital Tools Crop % of Mkt. Bayer Position4 Bayer % of Plan
Slide 11: Glyphosate is a Vital and Effective Tool
Glyphosate is a Vital and Effective Tool Every Year, as much as 40% of World’s Potential Harvests are Lost to Pests, Including Weeds Glyphosate was developed 40+ years ago and is today the most widely used, non-selective herbicide in the world. It is extremely effective in controlling weeds by block
Slide 12: Fungicides: Soybean and Horticulture Portfolios Expected to Drive Growth
Fungicides: Soybean and Horticulture Portfolios Expected to Drive Growth Securing a Plentiful Supply of High Quality Produce Through Effective Disease Management Global Fungicide Market1,2 Seed & Traits Footprint3 Key Growth Factors Digital Tools Crop % of Mkt. Bayer Position Bayer % of Planted Acre
Slide 13: Insecticides: Innovation and Portfolio Enable Growth Above Market
Insecticides: Innovation and Portfolio Enable Growth Above Market Growing Food and Feed Demand, Pest Epidemics and Resistance Challenges Drive Demand Global Insecticide Seed & Traits Footprint3 Key Growth Factors Digital Tools Market1,2 Crop % of Mkt. Bayer Position Bayer % of Planted Acres Horticul
Slide 14: Seed Growth: NemaStrike Technology Launching
Seed Growth: NemaStrike Technology Launching Novel Nematicide Reaches Underserved Market in Launch Across U.S.A. Corn, Soybean and Cotton Successful NemaStrike Technology Ground Breakers trials in 2018 ~1,200 growers across corn, cotton and soybean in 2018 trials; represented >10,000 acres Expected
Slide 15: Seed Growth: NemaStrike Technology Launching
Seed Growth: NemaStrike Technology Launching Climate FieldView Imagery Demonstrates the Strong Early Season Performance of the Technology Climate FieldView imagery and corn root comparison from a NemaStrike Technology Ground Breakers trial1 NemaStrike Technology delivered +12 bu/ac in this trial Blu
Slide 16: Key Takeaways
Key Takeaways Shaping agriculture to benefit farmers, consumers and our planet 1 Deliver financial targets through operational excellence, new technologies and synergy benefits 2 Provide new value to growers from the annual germplasm refresh across the seeds portfolio 3 Advance new soybean trait tec
Slide 17: Excellence in Commercial Integration and Execution
Excellence in Commercial Integration and Execution /////////// Capital Markets Day London, December 5, 2018 Brett Begemann / Chief Operating Officer / Crop Science Division