Select Harvests Limited · ASX:SHV
Select Harvests — PAC Partners Agribusiness & Food Conference (April 2017)
14 slides from Select Harvests's conference presentation, Apr 27, 2017
Slide 1: Select Harvests – PAC Partners Agribusiness & Food Conference
For personal use only Select Harvests PAC Partners Agribusiness & Food Conference Paul Thompson - Managing Director 28th April 2017
Slide 2: Select Harvests Overview
Select Harvests Overview For personal use only Publicly listed on the Australian Stock Exchange Market Cap: A$400m+ Over A$280m annual sales 300 employees >17,000 acres of Almond orchards 2 value-adding Manufacturing plants in Australia Major supplier of better for you plant based food
Slide 3: Strategy Macro Themes
Strategy Macro Themes For personal use only 1. There is an increasing in demand for plant based foods 2. Select Harvests is highly skilled at growing almonds and sourcing, processing & marketing plant based foods 3. The business needs to be globally competitive with the ability to compete in the Asi
Slide 4: Strategy Map to Horizon
S T RAT E G Y MAP T O 2 0 2 5 HORIZON 1 – PERFECT THE CURRENT MODEL Maximize For personal use only Optimise & Build our Improve supply commodity grow almond systems & grow chain efficiency value through agri assets our people innovation VISION HORIZON 2 – TRAN SITION INTO INTEGRAT ED M ODEL SHV to b
Slide 5: Sustainability Footprint
Sustainability Footprint For personal use only Climate Change People and Water Our People Select Harvests Profit Planet We are actively managing our impact on the environment and community to ensure long term sustainability for all stakeholders 5
Slide 6: Perfecting the Current Model
Perfecting the Current Model For personal use only Optimise 1. Orchard expansion program Leverage the strong almond macros & grow 2. Improve harvest efficiency almond by achieving optimum volume and 3. Improve water, labour & energy agri assets world class orchard productivity efficiency Improve sup
Slide 7: Transition to an integrated model
Transition to an integrated model For personal use only 1. Resource to accelerate brand Grow the value of Pursue opportunities to profitably growth Brands grow consumer brands 2. Invest in consumer insights 3. New Product pipeline 1. Appoint strong local distribution Grow in SHFP Asian Develop partn
Slide 8: 2017 Almond Update
2017 Almond Update For personal use only Almond Demand – Remains Strong March Positon Report US Industry Shipments Exports US Domestic Total TY LY TY LY TY LY March 121.99 119.38 2% 56.2 41.7 35% 178.19 161.08 11% Last 3mth 330.96 307.57 8% 165.3 137.8 20% 496.26 445.37 11% Last 6mth 748.71 603.97 2
Slide 9: Select Harvests 2017 Crop Update
Select Harvests 2017 Crop Update For personal use only Harvest - 90%+ Complete Harvest commenced two weeks later. Harvest conditions favourable Processing - 30%+ Complete Harvest quality excellent good colour and high inshell percentage Insect damage not significant Harvest yield very vari
Slide 10: 2017 Business Update
2017 Business Update For personal use only Packaged Consumer Business • Additional Sunsol muesli distribution for two lines in Coles • Lucky market share 39.8% MAT • Sino Trans placing follow up order in April, showing strong commitment to brand Industrial/Trading Business • Strong volume uplift in
Slide 11: Appendix
For personal use only Appendix 11
Slide 12: Project Parboil – Almond Value-Add
Project Parboil – Almond Value-Add For personal use only Projective Objective: To install an Added Value Almond Processing & Packing Facility at Carina West Infrastructure designed using and comply to: WQA Manufactured Food Standard Version8 & Coles Food Manufacturing Supplier Requirements (CFMSR) v
Slide 13: Project H2E – Hull to Energy
Project H2E – Hull to Energy For personal use only Projective Objective: Install a biomass boiler and steam turbine, fuelled by almond hull and shell and orchard waste and converting it to heat and power. 13
Slide 14: Bunargool Orchard
Bunargool Orchard For personal use only Planted in July on time, on budget 14
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