Nutrien Ltd. · TSX:NTR
Nutrien — CIBC 23rd Annual Institutional Investor Conference (January 2020)
9 slides from Nutrien's conference presentation, Jan 29, 2020
Slide 1: CIBC 23rd Annual Institutional Investor Conference
CIBC 23rd Annual Institutional Investor Conference January 29, 2020
Slide 2: Forward Looking Statements
Forward Looking Statements 2 Certain statements and other information included in this document constitute "forward-looking information" or "forward-looking statements" (collectively, "forward-looking statements") under applicable securities laws (such statements are often accompanied by words such
Slide 3: Why Nutrien: Best-positioned Company in the Ag Sector
Why Nutrien: 3 Best-positioned Company in the Ag Sector Broad exposure to Ag Value Chain • Positioned to deliver with the strength of our people, products, supply chain, data and technology Integrated model has unique competitive advantages • Operating Benefits: Higher asset utilization rates, supp
Slide 4: Nutrien Has Enhanced Shareholder Returns Through Dividends and Share Repurchases
Nutrien Has Enhanced Shareholder Returns 4 Through Dividends and Share Repurchases NTR returned $5.4B to shareholders by way of dividends and share repurchases over past 21 months; represents ~35 percent of the total from direct peers Share Repurchases and Dividends as a % of Market Cap (Percent) NT
Slide 5: Positive 2020 Market Outlook Factors for Crop Input Market
Positive 2020 Market Outlook Factors for Crop 5 Input Market Expect a 17 mln acre increase in seeded area in US this spring 1 (12 mln more corn & soya acres) 2 US corn farmer’s per acre margins are up ~20% over 2019 levels Recent US-China Ag deal will be positive for the crop input sector: 3 $40B
Slide 6: Multiple Opportunities Exist to Drive Continued Growth in Our Retail Business
6 Multiple Opportunities Exist to Drive Continued Growth in Our Retail Business Strategy Priorities Key Growth Opportunities Consolidate Retail Continued execution of Retail tuck-ins Industry Expand retail footprint in high-growth Brazil market Greenfield builds focused on high-value regions Driv
Slide 7: Organic Growth and Improvements in Cash Flow Generation
7 Organic Growth and Improvements in Cash Flow Generation Key Organic Growth Focus …Driving: Areas… Greater market penetration and share of Digital Supply Chain grower wallet = low-cost growth Reduced working capital & enhanced Using science and conversion of earnings to free-cash-flow Logistics & p
Slide 8: Nutrien Sustainability Strategy
Nutrien Sustainability Strategy 8 “Our integrated sustainability strategy is addressing our most material ESG risks and providing solutions for a growing world.” Nutrien President and CEO, Chuck Magro January 29, 2020
Slide 9: Thank You!
Thank You! For further information, visit: www.nutrien.com twitter.com/nutrienltd facebook.com/nutrienltd linkedin.com/company/nutrien youtube.com/nutrien
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