Kws Saat Se & Co Kgaa · XETR:KWS

Kws Saat Se & Co Kgaa — Investor Presentation (2018)

27 slides from Kws Saat Se & Co Kgaa's investor presentation, 2018

  1. Slide 1: Hybrid Rye Development KWS UK 2018/19

    Hybrid Rye Development KWS UK 2018/19

  2. Slide 2: Presentation Contents

    Presentation Contents:  UK Strategy > 2-3 Year focus;  Benefits for UK farmers  Ergot Resistance + PollenPlus® • Expand rye in pig finishing diets • Maintain leadership in  End Markets & 2018 Portfolio AD  Biogas • Promote rye as a ‘heart healthy’ grain for  Feed Grain - Pig Finishing food use

  3. Slide 3: Rye – a multifunctional hybrid cereal

    Rye – a multifunctional hybrid cereal KWS UK - HYBRID RYE UPDATE

  4. Slide 4: KWS - a long term player in rye breeding

    KWS - a long term player in rye breeding Rye – the benefits of a hybrid cereal  Consistent yield progression  Extreme winter hardiness  Superb drought tolerance  Growing acreage in many cereal markets – EU, UK, USA, CANADA  International development of the RYEBELT Project www.ryebelt.com KWS UK

  5. Slide 5: Hybrid Rye – benefits for UK farmers

    Hybrid Rye – benefits for UK farmers Hybrid Rye - a place in UK rotations  High grain yields of 10 – 13 t/ha exceeding 2nd wheat  Early harvest (wholecrop) or grain (typically between winter barley and wheat)  Ultra low take – all carry over (2nd lowest comp. to oats) *  High black grass suppres

  6. Slide 6: Hybrid Rye – Ergot resistance through breeding

    Hybrid Rye – Ergot resistance through breeding KWS UK - HYBRID RYE UPDATE

  7. Slide 7: Ergot resistance through breeding

    Ergot resistance through breeding  Ergot Ergot in grassweed infested fields  Infection > spores invade stigma at flowering  Effects outcrossing species (such as rye)  Also effects triticale, wheat & barley  Toxic to livestock and humans  Blackgrass is a common host  Breeding goal >  Prevent

  8. Slide 8: PollenPlus® - QTL marker selection

    PollenPlus® - QTL marker selection 1. Identifying candidate lines 2. Marker selection 3. Ergot screening  High speed line development  Accurate screening + QTL  Breeders eye - = Normal pollen QTL selected - KWS UK - HYBRID RYE UPDATE production PollenPlus®

  9. Slide 9: 90% + 10% Pollinator v. 100% F1 Hybrid

    90% + 10% Pollinator v. 100% F1 Hybrid SU Drive KWS UK - HYBRID RYE UPDATE Pictures from KWS trials, Duxford, 2016

  10. Slide 10: Hybrid Rye for Biogas

    Hybrid Rye for Biogas KWS UK - HYBRID RYE UPDATE

  11. Slide 11: Market Update - Biogas

    Market Update - Biogas Share of UK Feedstock Use (ha) UK Biogas Market  ca. 270 on farm register AD 4,000 2,500 installations active as of April 2018  Total deployed capacity 30,000  Biomethane: 17,000 (Nm3) 21,000  CHP: 110,200 (kWe)  55K. ha (1.2% of UK Arable)  20 Year CPI linked tariff Mai

  12. Slide 12: KWS UK Wholecrop Trials Data 2017

    KWS UK Wholecrop Trials Data 2017 w/ Split N Rate GS 29 – 32 50 Kg/Ha N v. 80 Kg/Ha N Yield Responce 135 Split N Rate GS 29 – 32 80KgN Applic/Ha - Yield T/Ha 50 Kg/Ha N v. 80 Kg/Ha N Rel Yield (100 = 40 t/ha @ 35% Adjusted) 50KgN Applic/Ha - Yield T/Ha 125 115 105 95 85 75 Reference AD / Silage Hybr

  13. Slide 13: Hybrid Rye – Portfolio 2018

    Hybrid Rye – Portfolio 2018 Type (H = Hybrid) Use KWS PROPOWER PollenPlus® - H Biogas (AD) Dedicated hybrid for AD  AD area stable  Stiffer + less lodging v. KWS PROGAS  Key competitors Helltop and SU Performer  100% UK seed production KWS UK - HYBRID RYE UPDATE

  14. Slide 14: Hybrid Rye for Feed Grain (Pigs)

    Hybrid Rye for Feed Grain (Pigs) KWS UK - HYBRID RYE UPDATE

  15. Slide 15: Hybrid Rye for Feed Grain (Pigs)

    Hybrid Rye for Feed Grain (Pigs) Unique characteristics of rye grain  Higher lysine:protein ratio in comparison to other cereals  Low Glycemic Index (GI) and high satiety  Decreased gut ulceration  High dietary fibre %  Increased welfare + occupation & reduced stress/boredom (nipping, bruising,

  16. Slide 16: Pig farming in the EU (sows by region)

    Pig farming in the EU (sows by region) - higher use of rye as a feed grain (DK, DE, PL, NL) Source: http://ec.europa.eu/eurostat/statistics-explained/index.php/Pig_farming_sector_-_statistical_portrait_2014 KWS UK - HYBRID RYE UPDATE

  17. Slide 17: Denmark case study: Increasing use of Rye in Pig Rations

    Denmark case study... Increasing use of Rye in Pig Rations Rye - Food + Livestock Use 1995 - 2015 1600 1400 > Key drivers for rye feed use % Source: http://www.dst.dk/en/Statistik  Production efficiency 1200  Home feeding increasing  (Large finishing units w/ own arable cropping) Use: 000's Tonne

  18. Slide 18: Pig industry – UK Welfare post 2019

    Pig industry – UK Welfare post 2019 Pig industry – UK Welfare post 2019  UK Farm assurance in a global market  UK pork exports v. domestic consumption  Supermarket supply chains focus on UK production (Waitrose, Sainsbury's & Co-op)  EU regulation on future zinc oxide use - & impact on salmonell

  19. Slide 19: Hybrid Rye for Human Nutrition

    Hybrid Rye for Human Nutrition KWS UK - HYBRID RYE UPDATE

  20. Slide 20: Market Update – Food Use

    Market Update – Food Use Hybrid Rye - Key advantages for baking and food use:  High dietary fibre content  Stable glucose and insulin balance  Rye has the lowest Glycemic Index (GI) values of all cereal grains  Improve bowel function – lower risk of constipation  Long term cardiovascular health

  21. Slide 21: Rye Grain: Stable insulin balance & heart healthy

    Rye Grain Stable insulin balance & heart healthy ! GI Index of Common Cereal Grains Rice (oryza sativa) Barley (hordeum vulgare L.) Maize (zea mays L.) Spelt (triticum spelta) Wheat (triticum aestivum) Oats (avena sativa) Rye (secale cereale) 0 15 30 45 60 KWS UK - HYBRID RYE UPDATE

  22. Slide 22: Food Use: Hybrid Rye example end use products

    Pasta, Flour ‘Pains au Chocolat’, Food Use Eg; Museli, Bread, Burger Bun, Pastrami … Hybrid Rye - Example end use products:  Milling Products: Whole grain rye, cut rye (steel), Malted rye kernels, Whole grain flour, Rye bread mix with sourdough, Rye bran, Rye flakes, Breakfast cereals (muesli, othe

  23. Slide 23: Expanding UK Acreage

    Expanding UK Acreage KWS UK - HYBRID RYE UPDATE

  24. Slide 24: UK Trials – Obs. Plots: Grains / Ear (2017)

    UK Trials – Obs. Plots: Grains / Ear (2017) Biogas AD / Hybrids Grain / Dual Purpose Hybrids KWS PROGAS KWS PROPOWER KWS BONO KWS ETERNO KWS MAGNIFICO KWS DANIELLO KWS EDMONDO Data source; KWS UK Wholecrop Trials Data – 2017 Trial Drilled October 2016, Harvested June 2017 KWS UK - HYBRID RYE UPDATE

  25. Slide 25: Hybrid Rye – Multi-Use Portfolio 2018

    Hybrid Rye – Multi-Use Portfolio 2018 Type (H = Hybrid) PollenPlus® - H Use KWS BONO KWS ETERNO* Multi-Use (AD, Feed Grain, Food Ind.) KWS DANIELLO KWS EDMONDO* Multi-Use (AD, Feed Grain, Food Ind.) KWS UK - HYBRID RYE UPDATE

  26. Slide 26: Hybrid Rye – Agronomy and Breeder Efforts

    Hybrid Rye Hybrid Rye – Agronomy and Breeder Efforts  BSPB: Action on FSS Rye  AHDB: KWS Entries for H18 Harvest  PGR: Meddax Max & Canopy  Seed treatments: sedaxane + others KWS UK - HYBRID RYE UPDATE

  27. Slide 27: Thank you for your attention.

    Thank you for your attention. www.kws-uk.com

KWS SAAT SE & Co. KGaA — Investor Presentation (2018) on 6ix