Inghams Group Ltd. · ASX:ING

Inghams — Shareholder Meeting (October 2018)

9 slides from Inghams's shareholder meeting presentation, Oct 18, 2018

  1. Slide 1: Inghams Group Limited 2018 Annual General Meeting

    For personal use only Inghams Group Limited 2018 Annual General Meeting Acting CEO Presentation 18 OCTOBER 2018

  2. Slide 2: Important notice and disclaimer

    DRAFT | CONFIDENTIAL Important notice and disclaimer For personal use only Disclaimer The material in this presentation is general background information about the activities of Inghams Group Limited (Ingham’s) and its subsidiaries (Ingham’s Group), current at the date of this presentation, unless o

  3. Slide 3: FY2018 Highlights

    FY2018 Highlights For personal use only  Ingham’s has a long and proud history – celebrated 100 years  Delivered high quality products to customers  Improved safety performance  Continued to deliver on Project Accelerate – improved processing yields, farming efficiency and labour management FY18

  4. Slide 4: Financial highlights – FY18 vs FY17

    Financial highlights – FY18 vs FY17 For personal use only Core Gross Underlying Underlying Cash Net debt EPS Final Poultry Profit EBITDA EBITDA NPAT NPAT Conv Ratio Dividend Volume 397.7kt $476.9m $208.9m $212.0m $112.5m $114.6m 122.9% $145.4m 30.8 cps 11.6 cps ↑ 3.2% ↑ 4.4% ↑ 7.1% ↑ 8.7% ↑ 10.3% ↑

  5. Slide 5: Shareholder value proposition

    Shareholder value proposition For personal use only  Largest vertically-integrated poultry business across Australia and New Zealand – national footprint in both markets  Portfolio of long-term partnerships with blue chip customers  Supplier of the most competitive source of protein in a growing

  6. Slide 6: Success factors

    Success factors For personal use only Maintaining the highest levels of biosecurity Continued leadership in animal welfare Delivery of Project Accelerate Product development and premiumisation PAGE // 5

  7. Slide 7: Outlook

    Outlook For personal use only  Demand for poultry products continues to grow  Strategy implementation remains on track, opportunity pipeline is strong  Expect a continuation of market price increases, reflecting increases in feed, energy and fuel costs – offset cost increases where possible or pa

  8. Slide 8: Appendix

    For personal use only Appendix

  9. Slide 9: Risks Summary (per Financial Statements)

    Risks Summary (per Financial Statements) For personal use only Material business risks faced by the Group that may have a significant effect on the financial prospects of the Group include:  Import restrictions: Changes to import quarantine conditions in Australia and/or New Zealand that would allo

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