Libstar Holdings Ltd. · JSE:LBR
Libstar — Investor Day (November 2022)
10 slides from Libstar's investor day presentation, Nov 2, 2022
Slide 1: From our Home to Yours: Investor Day
THE LIBSTAR FAMILY From our Home to Yours Investor Day 2 November 2022
Slide 2: Introduction
LIBSTAR LANCEWOOD" ery DOUBLE CREAM STRAWBERRIES & CREAM | rr | Introduction
Slide 3: Libstar at a glance
Libstar at a glance 17 4 Decentralised divisions Value-added food categories R10bn ~9,000 Group revenue (FY21) SKUs across own brands and customer solutions R1.1bn 50 Normalised EBITDA (FY21) Manufacturing & distribution facilities3 11.4% ~7,000 SA defined FMCG retail market share2 Total employees4
Slide 4: Libstar's strategic progress
Libstar’s strategic progress Founded in 2005, Libstar grew initially as a private label and brand aggregator. From 2018, Libstar’s focus shifted to driving manufacturing excellence and efficiency, supported by an aligned Group culture and strategy Today, Libstar is a portfolio of world-class busines
Slide 5: Libstar's businesses cover four value-added food categories
Libstar’s businesses cover four value-added food categories PERISHABLES (Value-added dairy) (Meat products) (Value-added perishables, (Fresh mushrooms) (Convenience meals) (Baby food) condiments) GROCERIES (Dry condiments) (Teas) (Groceries) (Wet condiments) (Spreads) SNACKS AND CONFECTIONERY (Cerea
Slide 6: Libstar's brand solutions includes three distinct brand offerings
Libstar’s brand solutions includes three distinct brand offerings Private label & dealer-own brands Libstar brands Principal brands • Libstar sources, imports, markets and distributes • Private label brands are owned and sold by a • Brands produced and distributed by Libstar several well known inter
Slide 7: Core competencies enable Libstar to deliver consistently high-quality products
Core competencies enable Libstar to deliver consistently high- quality products for its customers Entrepreneurial Culture Entrepreneurial Culture Category expertise Manufacturing Depth of talent Category & market insights World-class, low-cost Innovation manufacturing capabilities Focused fearless f
Slide 8: Strategy to deliver sustainable, accretive growth and shareholder value
Strategy to deliver sustainable, accretive growth and shareholder value through a mix of organic and acquisitive growth initiatives Libstar’s journey has resulted in scale, market position and efficiency. The Group strategy is now geared to deliver sustainable, accretive growth and shareholder value
Slide 9: Thank You
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Slide 10: Disclaimer
Disclaimer 10 Certain matters discussed in this document regarding Libstar’s future performance, that are neither reported financial results nor other historical information but involve known and unknown risks based on assumptions regarding the group’s present and future business strategies and the