Maggie Beer Holdings Ltd. · ASX:MBH
Maggie Beer — Market Eye Investor Conference (May 2019)
17 slides from Maggie Beer's conference presentation, May 7, 2019
Slide 1: Market Eye Investor Conference
Market Eye Investor Conference Presentation by Laura McBain, Managing Director 7 May 2019
Slide 2: Introduction to Longtable Group Limited
Introduction to Longtable Group Limited 2
Slide 3: Longtable Group – Brands
Longtable Group – Brands Longtable has curated a house of premium brands in lifestyle food and beverage with a focus on consumer demand for high quality, nutritious, premium food and beverages The largest The iconic food brand Melbourne’s only biodynamic-organic based in the Barossa inner city micro
Slide 4: Longtable Group – Manufacturing sites
Goods in/out • ~$3.7m civil and construction cost • ~$4.0m invested in new equipment ng Longtable Group – Manufacturing • • ~$800k additional land purchased The Company owns all factory land including surrounding car park sites Factory area total area ~24ha • With the new factory operational, B.-d F
Slide 5: Strong, Dynamic, Capable Leadership Team
STRONG, DYNAMIC, CAPABLE LEADERSHIP TEAM An experienced executive team has been appointed to build a premium food group LAURA MCBAIN MICHAEL CHANTALE MILLARD BETHANEY GEORGE KATRINA RIGONI ROD LYON CARAGOUNIS Managing Director CEO – South Australia GM Sales Director of Organic CFO Marketing Manager
Slide 6: H1 FY19: Executing on our growth strategy
H1 FY19: Executing on our growth strategy H2 FY19: Benefits flowing from business transition 6
Slide 7: Overview of H1 FY19
OVERVIEW OF H1 FY19 • Acquisition completed 1 August 2018 - 5 months’ results in H1 FY19 ST DAVID DAIRY • Top line growth exceeding internal expectations and addressing near term input cost inflation • Rebranding complete and rollout into Eastern seaboard commenced; currently in 500+ stores in Easte
Slide 8: Normalised Portfolio results H1 FY19
Normalised Portfolio results H1 FY19 Saint David Dairy • Sales growth trajectory ahead of St David Paris Maggie expectations $000’s Longtable Corporate Dairy Creek Beer1 • Addressing higher near term input costs – cream and overtime labour – that Net revenue 23,159 3,597 8,015 11,547 impacted H1 mar
Slide 9: H1 FY19: Executing on our growth strategy
H1 FY19: Executing on our growth strategy H2 FY19: Benefits flowing from business transition 9
Slide 10: Key priorities for H2 FY19
Key priorities for H2 FY19 The future is very exciting and Longtable looks forward to building opportunities and unlocking value in its existing brands FULLY INTEGRATE GROW DISTRIBUTION LEVERAGE STRATEGIC INNOVATE AND MAGGIE BEER ADVANTAGE CREATE PRODUCTS • Focus on growing • Harness • Marketing • F
Slide 11: Saint David Dairy strategy to expand rapidly
Saint David Dairy strategy to expand rapidly Growing a premium brand into new markets. What? Why? Status Leverage existing infrastructure to Underway. Continued organic growth in Expand in reach more customers in customer numbers to be enhanced by Melbourne Melbourne and grow brand recent appointmen
Slide 12: Paris Creek Farms executing against strategy
Paris Creek Farms executing against strategy Implementing frameworks to deliver on growth opportunities with Australia’s largest biodynamic organic dairy business What? Why? Status To attract broader national audience as a 100% Biodynamic Launch Complete. Continue Marketing Brand Relaunch activities
Slide 13: Maggie Beer: Growth strategy underpinning acquisition
Maggie Beer: Growth strategy underpinning acquisition Longtable’s growth strategy for Maggie Beer Products focuses on leveraging the strong brand equity of the brand to introduce new customers that believe in not just Maggie but all that Maggie Beer stands for… inspirational, authentic and gracious
Slide 14: Key Developments in H2 FY19
Key Developments in H2 FY 19
Slide 15: Longtable Group – business update
Longtable Group – business update The last few months have seen some exciting developments… • Maggie Beer products remains on track to deliver FY 19 EBITDA of $1.7 - $1.9m • Maggie Beer Products new Cheese range - Ash Brie and Cheddar to be launched in May in Woolworths in over 500 stores: • These 2
Slide 16: Thankyou
PONGTA GROUP Thankyou
Slide 17: Disclaimer
DISCLAIMER The presentation includes forward-looking statements regarding future events and the future financial performance of Longtable Group. Any forward looking statements included in this document involve subjective judgment and analysis and are subject to significant uncertainties, risks and c
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