Acomo N.v. · EURONEXT:ACOMO
Acomo — Investor Day (April 2025)
38 slides from Acomo's investor day presentation, Apr 7, 2025
Slide 1: Capital Markets Day
Capital Markets Day Rotterdam (NL), April 7, 2025
Slide 2: Important notice
Important notice This confidential presentation (the "Presentation") has been prepared and is issued by and is the sole responsibility of ACOMO N.V. and includes the slides that follow, the oral presentation of the slides, any question and answer session that follows the oral presentation, hard copi
Slide 3: Allard Goldschmeding
Allard Goldschmeding Rotterdam (NL), April 7, 2025
Slide 4: Speakers
5 Speakers 1 2 3 4 5 Strategy & Catz Edible Seeds Tradin Value creation Objectives International North America Organic & financial Acomo Group objectives 6 7 Summary Q&A Allard Albert Koert Floris Mirjam Allard Goldschmeding Berisa Liekelema Wesseling van Thiel Goldschmeding | ACOMO N.V. - CMD 7 Apr
Slide 5: Building routes to healthier foods
Building to foods Yow
Slide 6: Leading in specialty ingredients
Leading in specialty ingredients Acomo in everyday life For every moment during the day Tea & organic Dried fruit & Bites of Nuts & Food Solution Seeds & coffee coco products organic snacking blends spices chocolate | ACOMO N.V. - CMD 7 April 2025
Slide 7: Role in the Supply Chain | From field to fork
Role in the Supply Chain | From field to fork Inventory & Farming Sourcing & trading Processing Customers & retail distribution Trusted partnerships with Competitive edge through Turning raw materials into Rotating buffer stocks & Peace of mind for farmers & access to scale, local relationships rela
Slide 8: Strong heritage with modern relevance leading to scale
Strong heritage with modern relevance leading to scale Sales EBITDA €1.4B €109M History Sustainability +100 yrs Integral part of business 1908 1982 2000 2006 2009 2010 2014 2017 2020 2024 N.V. Rubber A reverse take Rename: Acomo Tefco Snick Van Rees Sigco Delinuts Tradin Delinuts Cultuur over by Cat
Slide 9: Diversified plant-based portfolio
Diversified plant-based portfolio Spices & Nuts Edible Seeds Organic Ingredients Tea Food Solutions Spices, coconut Premium, certified Black, green, white or Sunflower, poppy, sesame, Culinary and functional products, nuts, dried organic food products specialty tea in either hulled millet, linseed,
Slide 10: Worldwide & diverse customer base
Worldwide & diverse customer base Vital link in global food markets Retailers & Food manufacturers Food Service specialty channel • Blue chip CPG customers • Major retailers • Wholesalers • Wide variety of food • Specialty stores • Other food service manufacturers | ACOMO N.V. - CMD 7 April 2025
Slide 11: Building routes to healthier foods
Building to foods Yow
Slide 12: Building ROUTES to healthier foods
Building ROUTES to healthier foods Foundational Physical Intellectual • Scale in niche ingredients (non-listed) • Access to source • Extensive Supply network • Long-lasting reliability & heritage: • Bridging: time, space and form • Market & product knowledge Contract = contract • Other value add: so
Slide 13: Building routes to HEALTHIER foods
Building routes to HEALTHIER foods Portfolio Food trends Financial • Natural and 100% plant-based • Sustainable diets • Operating companies have healthy portfolio of high-quality ingredients business model and food solutions • Global plant-based food market expansion • Group has healthy balance shee
Slide 14: Strategic vision
Strategic vision Be the leading partner in plant-based food ingredients in conventional and organic specialty markets | ACOMO N.V. - CMD 7 April 2025
Slide 15: Value creation tree
Value creation tree Focus areas for value creation | ACOMO N.V. - CMD 7 April 2025
Slide 16: Importance of Scale
Be the leading partner in plant-based food ingredient solutions in specialty markets Importance of Scale Importance of Scale • Best offer to the customer • Financing capabilities • Global trade disruptions • Increased regulations | ACOMO N.V. - CMD 7 April 2025
Slide 17: Engaged thriving employees
Be the leading partner in plant-based food ingredient solutions in specialty markets Engaged thriving employees Engaged thriving employees • People are our key asset • Reputation & partnerships worldwide • Attracting, developing & rewarding | ACOMO N.V. - CMD 7 April 2025
Slide 18: Diversified plant-based portfolio
Be the leading partner in plant-based food ingredient solutions in specialty markets Diversified plant-based portfolio Diversified plant-based portfolio • More than 600 products • Multiple country sourcing • Aligned with food trends | ACOMO N.V. - CMD 7 April 2025
Slide 19: Resilient responsible supply chains
Be the leading partner in plant-based food ingredient solutions in specialty markets Resilient responsible Supply Chains Resilient responsible supply chains • Broad sourcing network • Sustainable agriculture • Certification programs | ACOMO N.V. - CMD 7 April 2025
Slide 20: Value adding Capabilities
Be the leading partner in plant-based food ingredient solutions in specialty markets Value adding Capabilities Value adding Capabilities • In depth market knowledge • Quality controls • Claim validation and traceability • Innovation and processing • Digital innovation | ACOMO N.V. - CMD 7 April 2025
Slide 21: Build on our core values and integrated with our environment
Be the leading partner in plant-based food ingredient solutions in specialty markets Build on our core values and integrated with our environment Build on our core values and integrated with our environment | ACOMO N.V. - CMD 7 April 2025
Slide 22: Everything is based on core values
Everything is based on core values Entrepreneurial drive Reliability Act responsibly Deeply rooted DNA Contract = Contract Consciously managing market challenges At the heart of the company for Resulting in long-standing over 100 years relationships with suppliers and Code of conducts, regenerative
Slide 23: Slide 23
Slide 24: Strategic financial objectives
Strategic financial objectives Mid-term value creation objectives Further building scale in specialty markets Sales € 2 Billion Maintain a strong Balance Sheet; Delivering a Remain an attractive remain resilient to market healthy margin dividend payer changes and manage risks EBITDA Debt / EBITDA Di
Slide 25: Market dynamics form base for Acomo's future
Market dynamics form base for Acomo’s future Food trends Food Friendly for availability people & planet Rising demand for healthier Increased importance Food production within yet tasty foods food availability planetary boundaries | ACOMO N.V. - CMD 7 April 2025
Slide 26: Food trends | increasing demand for healthier foods
Food trends | increasing demand for healthier foods that do not compromise on taste Food trends • Sustainable diets gain momentum, driven by • Retailers and Foodservice have expanded environmental concerns and health benefits dedicated plant-based offerings • National dietary guidelines shift toward
Slide 27: Capabilities to support plant-based food trend
Capabilities to support plant-based food trend Food trends Portfolio & innovation Category management Convenience • Natural 100% plant-based • Concept development in • In-house processing & Nuts and Edible Seeds packaging capabilities to • Development of products meet convenience like Jammies • Tran
Slide 28: Food availability requires access to source
Food availability requires access to source Food availability • Middle-class consumers leading the plant- • Increased number of disruptions based food transition due to economic & - Tariffs educational factors - Climate change - Covid - Logistical disruptions (e.g. Suez canal) | ACOMO N.V. - CMD 7 A
Slide 29: Capabilities to have access to source and to add value
Capabilities to have access to source and to add value In every step of the supply chain Food In-depth market New sources and more Value added knowledge efficient usage of land availability • Over a century of • Developing new origins & • Direct sourcing processing experience in responsible support
Slide 30: Food systems | within planetary & health boundaries
Food systems | within planetary & health boundaries Friendly for people & planet Friendly for planet Friendly for people • Our commitment to responsibility extends • Growing consumer demand for healthy and beyond our commercial operations through more sustainable nutrition, resulting in best initiat
Slide 31: Responsible sourcing is an integral capability of our business model
Responsible sourcing is an integral capability of our business model Food production | within planetary & health boundaries Friendly for Food safety Organic integrity Transparency & traceability people & planet • Extensive and structured • In-depth organic • Trusted partnerships and Quality Assuranc
Slide 32: Strategic focus areas
Strategic focus areas Spices & Nuts Edible Seeds Organic Ingredients Tea Food Solutions Grow autonomously Portfolio focus and Focus on profitability Grow autonomously Grow autonomously grow autonomously M&A in Europe and New customer centric Investments and M&A in North America Bolt-on M&A North Ame
Slide 33: The evolving role of merchants and the market characteristics
The evolving role of merchants and the market characteristics Link to Dr. Wouter Jacob’s lecture earlier today Function Characteristics Developments • Time, space and form • Listed vs non-listed commodities • Growth world population • Manage imbalances • Risk management • VUCA (volatility, uncertain
Slide 34: Building routes to healthier foods
Building routes to healthier foods ACOMO’s growth focus future oriented trate ob ecti es within financial frame work it it arket tren s it it ACOMO’s portfolio and capabilities are ort olio De elo ments a abilities a perfect fit with market trends Entrepreneurial drive ACOMO’s deeply rooted core val
Slide 35: Three companies presenting today
Three companies presenting today Spices & Nuts Edible Seeds Organic Ingredients | ACOMO N.V. - CMD 7 April 2025
Slide 36: Building routes to healthier foods
Building routes to healthier foods
Slide 37: Acomo - Summary
Acomo - Summary Rotterdam (NL), April 7, 2025
Slide 38: Key take aways - Building routes to healthier foods
Key take aways - Building routes to healthier foods Strategy and objectives are aligned with market trends and fit our portfolio and capabilities Operating entities are well positioned for further growth rooted in a strong DNA Financial framework has clear targets and facilitate growth to further bu