Acomo N.v. · EURONEXT:ACOMO
Acomo — Investor Day (April 2025)
14 slides from Acomo's investor day presentation, Apr 7, 2025
Slide 1: Edible Seeds North America
5 speakers 3 Edible Seeds North America Koert Liekelema | ACOMO N.V. - CMD 7 April 2025
Slide 2: Edible Seeds in North America
Edible Seeds in North America Acomo Capital Markets Day April 7th, 2025, Rotterdam the Netherlands
Slide 3: Key facts
Key facts Market leader in Vertical integration North America Farm to Shelf Processing & 350 employees and manufacturing over 50 years of across Midwest, US history
Slide 4: Value adding role | Farm to consumer
Value adding role | Farm to consumer Processing & Inventory Packaging && Farming Sourcing & trading Processing Retail & consumers manufacturing Distribution distribution Direct-to-grower and Global sourcing Competitive edge and Multipleraw Turning technologies materials into Versatile buffer Rotatin
Slide 5: Business Model
Business Model Vertical integration allows for higher margin, value-added offerings, competitive positions and stable earnings From Farm to Consumer Profitable Downstream Businesses Sourcing & Grower Partnerships Processing & Manufacturing Distribution & Packaging
Slide 6: Market Dynamics & Trends
Market Dynamics & Trends North American food market is high-growth and innovation friendly The US food industry Rising preference for plant- exceeds $1,500B with food based, non-GMO and ingredients a $100B segment allergen-free foods align with that continues to grow our offerings The US economy has
Slide 7: Value creation: Power of the Sunflower
Value creation: Power of the Sunflower Consumer Trends Sunflower Attributes • Cleaner labels • Naturally non-GMO • Plant-based alternatives • High protein, fiber & healthy fats • Allergen-free options • Free from the top 9 allergens Vertical integration Regional leader in NA: Downstream success: Add
Slide 8: Red River Commodities
Red River Commodities Diversified portfolio adding value in four segments SunButter® - meeting growing demand for allergen-free foods Sunflower snacks – supplying roasted and seasoned seeds to major CPG brands Bird food – private label blends of specialty grains and seeds Food Ingredients – high qua
Slide 9: SunButter and Jammies
SunButter® and Jammies® Meet growing demand for healthy, nutritious and allergen-free food • USA is the worlds largest nut butter market * • SunButter® is leading brand in sunflower/other seed category • Expand retail presence • Food service penetration • Portfolio development * Source: Grand view r
Slide 10: Wildlife builds Pecking Order
Wildlife builds Pecking Order® A leading backyard poultry brand • #3 in bird food private label • Leading in backyard poultry • Market opportunity of $400M
Slide 11: Our key strengths for further growth
Our key strengths for further growth in the North American market Vertical Leadership in Strong customer Expertise in Innovation integration sunflower relationships brand capabilities development
Slide 12: Capitalize on North American opportunities
Capitalize on North American opportunities Applying the strengths of Red River Commodities Edible seeds opportunities Consumer trends SunButter Wildlife Penetration and Market share • Cleaner labels rotation portfolio growth • Plant-based alternatives • Allergen-free options Sunflower Edible Seeds I
Slide 13: Key takeaways
Key takeaways • Integrated sunflower business with options to scale • Diversified & profitable portfolio geared to consumer trends • Large, growing and attractive food and ingredient market
Slide 14: Thank you
Thank you | ACOMO N.V. - CMD 7 April 2025