Eat Well Investment Group Inc · CSE:EWG
Eat Well Investment — Investor Presentation (September 2022)
31 slides from Eat Well Investment's investor presentation, September 2022
Slide 1: Investor Presentation September 2022
CN : EWG US : EWGFF FWB : 6BC0 INVESTOR PRESENTATION SEPTEMBER, 2022
Slide 2: Disclaimer
Disclaimer This Presentation does not constitute an o ff CONTENT OF PRESENTATION ff
Slide 3: Our Mission
Our Mission • Global Food Security & Innovation • AgriTech & FoodTech • Supply Chain Starting at the Farm Gate To build a plant-based foods investment with Hub Ecosystems company that feeds families globally • High-Demand CPG Products while honouring time-valued health and • Plant-Based Proteins at
Slide 4: Global Food Security
KEY BENEFITS OF ALTERNATIVE MEAT Global Food Security ▪ SUSTAINABILITY Industrialized animal agriculture is in ▪ EFFICIENCY It takes nine calories of food fed ▪ SAFETY Animals in the U.S. consume the top 2-3 most significant to a chicken to produce one more than 2x as many contributors to the world’
Slide 5: Key Trends in Alternative Meat
PART 1 Key Trends in WE DON’T JUST SERVE THE VEGAN MARKET, WE SERVE Alternative Meat THE ENTIRE MARKET PLANT-BASED IS GROWING 5X Veg / Vegan, FASTER THAN TOTAL FOOD SALES 6% Growth in plant-based foods 11% augmented by consumers buying X animal & plant-based meats Flexitarian, 29% Omnivorous, 93% of
Slide 6: Key Trends in Alternative Meat
PART 2 Key Trends in Alternative Meat NOVEL PROTEINS AND INGREDIENTS RISE OF PLANT-BASED IN U.S ▪ First wave of plant-based foods were comprised of soy and CHAIN LOCATIONS wheat; next wave of innovators finding new ways to optimize protein content and functionality ▪ Beyond Meat – pea protein as a p
Slide 7: Plant-Based vs. Meat Protein
PROTEIN GRAM/ACR Plant-Based vs. Meat DRY PEAS 210,654.7 Protein LENTILS 152,007.2 Just one acre of plant- based dry peas creates CHICKEN (MEAT) 163,212.0 210,654 grams of protein for consumption, vs just TURKEY (MEAT) 141,965.0 8,330 from cows, or 25.3x more efficient PIGS (MEAT) 76,720.0 COWS (MEA
Slide 8: Is Plant-Based Better For You?
Is Plant- +8 210 161 Based Better 100 For You? LIFE EXPECTANCY NON PLANT-BASED PLANT-BASED Science shows a plant- People associated with CHOLESTEROL LEVELS plant-based diets tend based diet is better for you. to live an average of 8 The average cholesterol level is 161 compared to 210 in consumers n
Slide 9: The Eat Well Solution
The THE ENTIRE VALUE CHAIN, FROM SEED TO MARKET Combining Best-in-Class Companies To Eat Well Complete the Plant-Based Foods Platform Solution Invest in a portfolio of companies that captures the X entire plant-based food value chain AGRIBUSINESS FOODTECH CPG BRANDS 9
Slide 10: Investment Platform
Investment Platform Eat Well owns outright or majority stakes in several industry leading companies, AGRIBUSINESS FOODTECH CPG DIVISION DIVISION DIVISION creating the first plant- X based foods investment platform • AGRIBUSINESS 100% 100% 51%* 80% 100% BELLE PULSES BELLE PULSES • FOOD TECH Pulse Pro
Slide 11: Agribusiness & Food Security Investment
Agribusiness & Food Security Investment World Class Facilities FACILITY 01 FACILITY 02 Designed to process split Designed to process BELLE PULSES LTD. yellow peas and Chana Dal with capacities of green split peas, whole green peas and mill flour Est. 1978 40,000 MT and 1,000 MT with capacities of 40
Slide 12: Belle Pulses Ltd.
Belle Pulses Ltd. The acquisition of Belle Pulses Ltd. firmly establishes Eat Well as a global leader in the plant-based food supply-chain X • Founded in 1978 with over 44 years of legacy and global growth • $58,661,758 in ‘21 revenue, and in April 2022, Belle expanded production from 93,000 up to 1
Slide 13: FoodTech Investment
FoodTech Investment INVENTED THE TWISTED CHEETO SAPIENTIA TECHNOLOGY INC. Eat Well’s wholly owned Sapientia 25 Technology Inc. provides access to PATENTS vast amounts of foodtech and IP Ph.D. across all product categories. FOOD ENGINEERING Sapientia is an industry-leading processing and forming tech
Slide 14: The Global Snack Food Market
The Global Snack Food Market PLANT-BASED SNACK MARKET TO GROW TO $73 BILLION BY 2028 • The plant-based snack market is set to exceed a value of $73 billion by 2028, a new report by market research firm Future Market Insights (FMI) predicts. (1) • FMI believes that the plant-based “salty snacks” indu
Slide 15: Sapientia's First Products
Significant near-term snack based Sapientia’s First opportunities with the future of snacking Products LAUNCHED Q4, 2021 IN NEARLY 350 STORES ACROSS WESTERN CANADA Products Developed • Plant-based Salted Snacks: (P Curls™) Product Innovation Pipeline • Meat Alternative Snacks (Sapientia’s HMMA and T
Slide 16: How They Stack Up
How They Cheetos Sapientia % Improved Stack Up Serving Size Calories 28g's 150 28g's 119 0 21% Total Fat (g's) 10 3.9 61% • Sapientia’s product lines of Saturated Fat (g's) 1.5 0.56 63% snacks address the fastest growing segment in the plant- Sodium 250 185 26% based food sector Carbs X 13 16 -25% •
Slide 17: CPG Investment
CPG Investment The Ease and Scale of Shelf Stable AMARA ORGANIC FOODS The Premium Baby Food Brand 50% LESS SUGAR FRESH TASTE Eat Well’s 51% owned Amara uses ground-breaking food science FRESH TEXTURE and technology to focus on 3 key core objectives ALL THE NUTRIENTS 1 Authenticity 2 Quality 3 Purpos
Slide 18: CPG Investment
CPG Investment AMARA ORGANIC FOODS The Premium Baby Food Brand Amara is one of the fastest growing baby food brands in North America and was ranked the 5th fastest growing DTC company in America by Business Insider(1) (1) https://www.businessinsider.com/25-fastest-growing-dtc-brands-include-willo-ze
Slide 19: Amara Organic Baby & Toddler Food
Amara Organic Baby & Toddler Food PATENT PENDING SCIENCE AND TECH LEADS TO Zero Added Sugar 1000+ Reviews Plant-based Nutrition UNIQUE NUTRITION ADVANTAGE No added sugars or Parents and babies 100% organic, preservatives. love their Amara. nutrient-dense meals Ever. and snacks We start with the Pres
Slide 20: Further Growth and Exciting Developments
LOOKING AHEAD: WHOLESALE STORES Further Growth and Exciting Launched in Costco, Q4 2021 Developments in 2021 #1 RELEASE New Toddler Line Release on Amazon DEMAND EXPLODES PRODUCT DEVELOPMENT 100 to 1000 Stores Design, Patent, & Develop Nationally Product Lines MORE STORES OUT OF STOCK! 1500 New Stor
Slide 21: The Amara Team
JESSICA STURZENEGGER DR. SONIA SCHIESS, PHD. The CEO CTO Graduated Magna Cum Laude from Bucknell With a PhD in nutrition, Dr. Schiess studied Amara University with a major in Economics. childhood nutrition for 5 years before joining Studied at Stanford University Graduate Amara. She brings a wealth
Slide 22: Market Focus
Market Eat Well Group’s portfolio of Focus companies focus on all aspects of the value chain, not a single piece or section NAME PROCESSING WHITE LABEL CPG BRAND IP BEYOND MEAT THE TATTOOED CHEF BURCON NUTRASCIENCE THE VERY GOOD FOOD CO. LAIRD SUPERFOOD, INC. EATWELL 23
Slide 23: Our Portfolio's Path to $90-$110MM
OUR PORTFOLIO’S PATH TO… 2022 $90-$110MM $100,000,000 Eat Well Group’s portfolio BELLE PULSES revenue is projected to Stable Forecasted YoY growth (’21-’22) accelerate from $58MM in Capturing global protein demand growth X People & pet food growth, increasing margins 2021 to $90,000,000 - $110,000,0
Slide 24: Eat Well's Leadership Team
MARC ANEED MARK COLES Eat Well’s PRESIDENT, CEO & DIRECTOR CHIEF INVESTMENT OFFICER Mr. Aneed is an award-winning natural/wellness Mr. Coles is a veteran CPG senior executive consumer products expert with a 20-year career in specializing in the plant-based foods sector. Mr. Coles Leadership CPG, sta
Slide 25: History of Our Team
History of Verdient is a 221,000 MT / YR) pulse crop fractionation and milling facility, sold to Ingredion A HISTORY OF IMPACT Our Team (NYSE:INGR) Verdient’s core business is production of pea protein concentrates and high protein flours, the primary ingredients in producing texturized pulse Prater
Slide 26: Eat Well's Directors
DESMOND BALAKRISHNAN DANIEL BRODY Eat Well’s DIRECTOR DIRECTOR Mr. Balakrishnan is an experienced capital market and Mr. Brody brings 15 years of investment industry experience to Eat Well. Mr. Brody has been Directors securities lawyer with extensive experience advising clients in the food, beverag
Slide 27: Eat Well's Advisors
PRINCE KHALED JEFF DUNN STRATEGIC ADVISOR STRATEGIC ADVISOR Eat Well’s HRH Prince Khaled bin Alwaleed bin Talal Al Saud, He has over 30 years of experience in agriculture and founder and Chief Executive Officer of KBW packaged food, including senior leadership positions with Ventures, is a firm supp
Slide 28: Market Comparables
Market Comparables COMPARABLES NAME SIMPLY GOOD FOODS CO. ENTERPRISE VALUE $4.5B REVENUE 2021 $1.05B REVENUE 2022 $1.43B EBITDA 2021 $287.1MM EBITDA 2022 NA METRICS EV/’21 REV 4.3X METRICS EV/’22 REV 3.2X BEYOND MEAT $2.7B $581MM $709MM -$172.4MM NA 4.7X 3.9X VALUATION: OATLY GROUP $2.2B $804MM $1.1
Slide 29: Share Capitalization And Financial Forecast
SHARES Share SHARES OUTSTANDING 120,861,487 156,735,546 Capitalization PROFIT INTEREST SHARES 65,031,826(1) And Financial WARRANTS 34,467,000(2) 23,170,246 OPTIONS 8,200,000 8,400,000 Forecast RESTRICTED SHARE UNITS 8,900,000 9,020,000 INSIDERS, MANAGEMENT 120,377,667 161,031,407 68% 72.6% & STRATEG
Slide 30: Strategic Investors
NURTURE CAPITAL STRATEGEM CAPITAL Strategic $5.02 MILLION UNDISCLOSED AMOUNT Nurture Capital is focused on human health, Strategem Capital is a publicly-listed company Investors environmentally beneficial investing and portfolio with an objective for continued growth through company development, bui
Slide 31: Thank You
CN : EWG US : EWGFF FWB : 6BC0 THANK YOU IR@EATWELLGROUP.COM
Eat Well Investment Group — Investor Presentation (September 2022) on 6ix