Bubs Australia Ltd. · ASX:BUB
Bubs Australia — 17th AgFood Virtual Conference (April 2020)
21 slides from Bubs Australia's conference presentation, Apr 29, 2020
Slide 1: Presentation at 17th AgFood Virtual Conference
Bubs Australia Limited ACN 060 094 742 23-29 Nina Link, Dandenong South VIC 3175 Australia 1800 2827 2878 (1800 BUBS AUST) info@bubsaustralia.com For personal use only Presentation at 17th AgFood Virtual Conference Melbourne, 29 April 2020: Bubs Australia Limited (ASX: BUB) (the Company) advises tha
Slide 2: Resilience & Comparative Advantages
ASX: BUB Bubs Australia Growing Generation Joy oo ae ee ol _ — _ - » 9 PAC AMestpac _— PARTNERS a ll ——=—_ 17th AgFood Virtual Conference Resilience & Comparative Advantages 29 Aprit2020. “= —_=
Slide 3: Creating new generations of happy, healthy bubs
Very Best Creating new generations of happy, healthy bubs - x Goodness v > | “& eee ‘
Slide 4: Financial & Business Update
01 | FINANCIAL ik / 02 BUSINESS UPDATE
Slide 5: For personal use only
For personal use only
Slide 6: Record revenue results and positive quarterly operating cashflow
Record revenue results and positive quarterly operating cashflow Infant Formula Gross Revenue growth pcp. Direct sales to China growth pcp. Positive quarterly operating cashflow Cash reserves as at 31 March 2020
Slide 7: For personal use only
For personal use only Millions $0 $10 $20 $30 $40 $50 $60 Q1 Q2 Q3 Q4
Slide 8: For personal use only
For personal use only $30 $25 $25 $20 $20 $15 $15 Millions $10 $10 Millions $5 $5 $- $- FY18 FY19 FY20 FY18 FY19 FY20 1H 2H Q3 1H 2H Q3
Slide 9: For personal use only
For personal use only
Slide 10: Bubs Australia Roadmap: key competitive advantages
BUBS AUSTRALIA ROADMAP bcxbs Our key competitive advantages remain a strong foundation for comparative advantage & resilience. EXCLUSIVE GOAT MILK SUPPLY ' SECURE MANUFACTURING \ DIFFERENTIATED DAIRY PRODUCTS ; DIVERSIFIED MARKETS AUSTRALIA NEW ZE. : PARTNERS } | DELORAINE OWS Gata : ~65% total mark
Slide 11: Comparative Strength Portfolio & Markets
COMPARATIVE STRENGTH PORTFOLIO & MARKETS\ "DS Strengthened focus within higher margin Infant Formula product group across high growth Goat & the Cow milk market. Growth driven from domestic, China & Vietnam export markets. Gross Revenue Share by Region. Gross Revenue Share by Product Group. milnfant
Slide 12: For personal use only
For personal use only Note: *Also includes sheep, plant and other non-goat IMF products; RMB:USD exchange rate used is 6.5 Source: Euromonitor; Lit research; Expert interview; Analyst reports; Bain analysis
Slide 13: For personal use only
For personal use only
Slide 14: New Product Innovation
NEW PRODUCT INNOVATION cobs Q4 Launches now all produced. Entry into growing Junior Nutrition category, refresh of Caprilac® Adult Goat Milk Powder and range extension for China Deloraine® range into offline channel. Australian Goat Milk Junior Nutrition peorane NATURAL, GOAT MILK Bubs® Junior Nutri
Slide 15: Brand Portfolio Expansion
BRAND PORTFOLIO EXPANSION bobs With the Bubs® Junior range and expansion of the Adult Goat Dairy portfolio our product offering now caters for all stages of development, feeding occasions and dietary requirements, from infants to children, through to younger adults and seniors. Organic Baby Food, In
Slide 16: For personal use only
For personal use only
Slide 17: Driving our comparative advantage and responding to shifting consumer trends
Driving our comparative advantage and responding to shifting consumer trends. INCREASING DEMAND ) FOR AUSTRALIAN MADE Agree m Disagree yrce Roy Marg; an December tncreasing Consumer Demand for Australian Made Was already evident just prior to Cov19, with 90% of Australians aged +14 agreeing purchase
Slide 18: For personal use only
For personal use only 60% 50% 56% 40% 41% 30% 34% 32% 20% 10% 0% Cow Milk Powder Goat Milk Powder Special Baby Nutrition Formula
Slide 19: Strength in our key relationships
Strength in our key relationships across all external and internal stakeholders, from our Bubs Organic local farmers, our Bubs Australian Goat Dairy Farmers, our Bubs WE a TE through to all our Bubs Family. aTURA. company
Slide 20: Disclaimer
DISCLAIMER This presentation and any materials provided (materials) have been prepared by Bubs Australia Limited (Bubs) and contains general information about Bubs activities. By accepting the Materials you agree to be bound by the below terms and conditions. ASX: BUB Bubs Australia Terms and Condit
Slide 21: Bubs Australia
ASX: BUB Bubs Australia Growing Generation Joy
Bubs Australia — 17th AgFood Virtual Conference (April 2020) on 6ix