Genus Plc · LSE:GNS
Genus — 44th Annual J.P. Morgan Healthcare Conference 2026
18 slides from Genus's conference presentation, January 2026
Slide 1: 44th Annual J.P. Morgan Healthcare Conference
44th Annual J.P. Morgan Healthcare Conference January 2026 44th Annual J.P. Morgan Healthcare Conference
Slide 2: Disclaimer
2 Disclaimer This presentation has been prepared by Genus plc (“Genus” or “the Company”) and has not been independently verified. Genus is so lely responsible for the contents of this document and has taken all reasonable care to ensure that the facts stated herein are true and accur ate in all mate
Slide 3: Jorgen Kokke and Anand Date
3 Jorgen Kokke Anand Date Group Chief Executive Officer Investor Relations & Sustainability Director . • Appointed Genus CEO on July 1, 2023 • Joined Genus in September 2023 • Deep experience in the international food and agriculture • CFA Charterholder sectors • Strong financial services background
Slide 4: Our vision
4 Our vision “Pioneering animal genetic improvement to sustainably nourish the world” 44th Annual J.P. Morgan Healthcare Conference
Slide 5: What Genus does
5 What Genus does We produce and sell Our animals exhibit This helps our Our products elite animal genetics valuable traits such customers raise therefore improve to farmers. as increased feed healthier animals farmer profitability Our genetics constitute conversion, that produce and reduce the less
Slide 6: How Genus does it
6 How Genus does it Our goal is to drive continuous Genetic Improvement genetic improvement in our Selection Intensity x Selection Accuracy x Genetic Variation proprietary elite herds Generation Length • We score each animal on observable (phenotypic) and genetic (genomic) traits • These scores driv
Slide 7: Market Leading Positions In Porcine & Bovine
7 Market Leading Positions In Porcine & Bovine Pig Improvement Company 15% ABS Global Revenue Adj. Op. Margin 1 Revenue Adj. Op. Margin 1 £363m Profit £112m 27.6% £308m Profit £20m 6.3% 85% Global #1 Global #2 of adj. • Best - in- class Porcine Genetics operating • Leading Dairy Genetics • Royalty p
Slide 8: Supported By Durable Growth Drivers
8 Supported By Durable Growth Drivers Resilient global Growing demand growth in animal for animal protein protein consumption Win market Win and Grow with our Gain share within share customers customers Transformative PRRS Resistant PIC China growth Pig opportunities 1: UN Food & Agricultural Organi
Slide 9: Supported By Durable Growth Drivers
9 Supported By Durable Growth Drivers Growing Win market Transformative demand for share growth opportunities animal protein Win and Grow with our Gain share customers within customers PRRS Resistant Pig PIC China 0.4 % to 1.9% Expected annual 50 % 19of the Top 20 Double 25 growth in global consumpt
Slide 10: An Established Royalty Revenue Model
10 An Established Royalty Revenue Model PIC Royalty revenue Constant currency (£m) • Royalty revenue model: PIC supplies physical product 100 3- year CAGR at cost and is paid a royalty on an ongoing basis 90 NAM • 3- 5 years contracts with high customer retention 80 +5 % 70 60 LATAM • High penetrati
Slide 11: Strong Group Financial Performance
11 Strong Group Financial Performance Adjusted Operating Profit £m Free Cash Flow 1 £m Return On Adjusted Invested Capital % (actual currency, inc. JVs) 6.2% CAGR 8 14.7% 14.7% 13.9% 9 6 4 41 11.5% 85 9 72 76 74 -3 - 25 FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 Return on adj. invested capital PIC Chin
Slide 12: Significant Investment in R&D
12 Significant Investment in R&D Genus research and product development % of Genus revenue 100 >10% 13% 14% 90 Genus invests more than 10% of revenue on research 12% 80 11% 11% 12% and product development 70 10% 60 50 8% ~80 % 86.3 82.9 Invested in driving continuous genetic improvement 40 6% 67.1 7
Slide 13: Two Transformative Growth Opportunities To Come: PIC China
13 Two Transformative Growth Opportunities To Come Opportunity 1: PIC China 60% 50% 40% 30% 20% 10% 0% China E.U. United States Brazil Share of Global Pork Production PIC Genetics • China represents a very significant opportunity for PIC • Transformational Joint Venture creation with Beijing Capital
Slide 14: Two Transformative Growth Opportunities To Come: PRRS Resistant Pig
14 Two Transformative Growth Opportunities To Come Opportunity 2: PRRS 1 Resistant Pig (“PRP”) Virus binds to CD163 PRRS virus Virus cannot bind to PRRS virus protein to enter cell edited CD163 protein 1 2 3 4 5 6 7 8 9 6 7 8 9 CD163 protein 1 2 3 4 domains CRISPR Cas9 complex CRISPR removes Resulti
Slide 15: Two Transformative Growth Opportunities To Come: PRRS Resistant Pig
15 Two Transformative Growth Opportunities To Come Opportunity 2: PRRS 1 Resistant Pig (“PRP”) Landmark U.S. FDA approval granted in April 2025 Key regulatory approvals being sought in Mexico, Canada, Japan and China PRP has the potential to double PIC’s profit Approved In Process 1: Porcine Reprodu
Slide 16: Our Strategic Priorities
16 Our Strategic Priorities 01. PIC ex - China; strong royalty PIC China: Accelerated porcine joint Continued growth in porcine, revenue and adjusted venture formation in China with BCA accelerated porcine JV in China operating profit growth acquiring 51% equity stake for $160m 02. U.S. FDA: Landmar
Slide 17: Why Invest In Genus
17 Why Invest In Genus 01 02 03 Growing and resilient Embedded positions, Significant end - markets leading products white space Increasing global demand World - class genetics, a well - Significant addressable market for animal protein invested, global supply chain growth through customers gaining
Slide 18: Q&A
18 Q&A 44th Annual J.P. Morgan
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