A2 Milk Company Limited · NZX:ATM
A2 Milk — The a2 Milk Company — Select Equities 6th Annual China Conference 2022
11 slides from A2 Milk's conference presentation, Oct 27, 2022
Slide 1: NZX/ASX Market Release: Select Equities Conference Presentation
ASX Code: A2M For personal use only NZX Code: ATM 27 October 2022 NZX/ASX Market Release Select Equities Conference Presentation The a2 Milk Company is today presenting the attached at the Select Equities – 6th Annual China Conference. Authorised for release by David Bortolussi Managing Director and
Slide 2: Select Equities 6th Annual China Conference
For personal use only SELECT EQUITIES 6TH ANNUAL CHINA CONFERENCE The a2 Milk Company Limited 27 October 2022
Slide 3: Disclaimer
Disclaimer 2 C O N F E R E N C E For personal use only This presentation dated 27 October 2022 provides additional factors, many of which are beyond the control of the Company and commentary on the Annual Report for the 12 months ended 30 June which may cause actual results, performance or achieveme
Slide 4: The a2 Milk Company overview
The a2 Milk Company overview 3 C O N F E R E N C E For personal use only Our purpose is to pioneer the future of Dairy for good, and our vision is to C H I N A create an A1-free world where Dairy nourishes all people and our planet A N N U A L Portfolio of a2 MilkTM based products including fresh mi
Slide 5: Refreshed growth strategy focused on capturing full potential of China market opportunity
Refreshed growth strategy focused on capturing full 4 potential of China market opportunity C O N F E R E N C E For personal use only Purpose We pioneer the future of Dairy for good C H I N A Vision An A1-free world where Dairy nourishes all people and our planet A N N U A L PEOPLE PLANET CONSUMERS
Slide 6: Significant progress implementing refreshed strategy and improved performance in FY22
Significant progress implementing refreshed strategy and 5 improved performance in FY22 C O N F E R E N C E For personal use only 1. Inventory management actions effective − Significant steps taken last calendar year to address excess IMF inventory have proven effective with channel inventory at tar
Slide 7: FY22 result delivered double-digit growth in revenue and earnings in a challenging market
FY22 result delivered double-digit growth in revenue and earnings 6 in a challenging market C O N F E R E N C E For personal use only • Group results in line with the Company’s expectations − Group revenue growth of 19.8% to $1,446.2 million (growth of 11.2% ex-MVM) with 2H22 up 18.9% on 1H22 (15.7%
Slide 8: On track to achieve ambition to grow sales to $2 billion and improve EBITDA margins over time
On track to achieve ambition to grow sales to $2 billion and 7 improve EBITDA margins over time C O N F E R E N C E For personal use only Medium-term revenue and EBITDA margin ambition Areas of planned revenue growth Comments C H I N A EBITDA margin Revenue, NZ$ billions Growth ambition • $2 billion
Slide 9: Renewal of exclusive import and distribution arrangement with China State Farm
Renewal of exclusive import and distribution arrangement 8 with China State Farm C O N F E R E N C E For personal use only • On 3 October 2022, the Company announced that it had renewed its exclusive import and C H I N A distribution arrangements with China State Farm Agribusiness Holding Shanghai C
Slide 10: Successful a2 Platinum launch
Successful a2 Platinum® launch 9 C O N F E R E N C E For personal use only • New a2 Platinum® now available in Australia (through major Retailers, Pharmacies C H I N A and Daigou/Reseller Network) and China cross-border e-commerce (CBEC) • A N N U A L Positive feedback to date from consumers and Dai
Slide 11: For personal use only
For personal use only www.thea2milkcompany.com
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