Slide 1: Origin Agritech Investor Presentation August 2023
NASDAQ: SEED Investor Presentation August 2023 Origin Agritech
Slide 2: Forward Looking Statements and Disclaimers
Forward Looking Statements and Disclaimers This communication contains "forward - looking statements" as defined in the federal securities laws, including Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, as amended, and as defined in the U.S. Private
Slide 3: Origin Agritech About Us
Origin Agritech About Us Where we're going CRISPR gene editing speeding up innovation Using leading tech to create corn varieties to meet customers' needs Future expansion from just seeds to vertically integrated Ag Co Where we are GMO commercial seed production in 2023 2nd & 3rd generation BT & GT
Slide 4: The Chinese Food Security Problem
The Chinese Food Security Problem Tough Mismatch With 22% of the world's population but only 10% of the world's arable land, China is the largest corn importer in the world. Dependent on Imports Recent trade tensions and COVID related supply chain disruptions have prompted the Chinese government to
Slide 5: Corn yields are 45% lower in China than the USA
Corn yields are 45% lower in China than the USA China has a larger corn harvest area than USA but lower production China's past GMO limitations and lower tech family farms are the reason 5
Slide 6: Government GMO corn approval in February 2023
Government GMO corn approval in February 2023 China's historic agricultural modernization begins... Foreign companies not allowed to sell GMO corn in China 6 4 million mu (660k acres) to be planted this year 1% of the total corn harvest area. Likely 90%+ GMO within 5 years like with Monsanto in USA.
Slide 7: Origin's GMO Portfolio
Origin's GMO Portfolio absorb essential nutrients. The use of phytase corn should also reduce phosphate pollution caused by animal waste and excessive fertilizer use. Phytase Corn Origin's Phytase corn GMO is the first GMO corn trait to receive biosafety certificate in 2009. Phytase is an enzyme tha
Slide 8: Origin's Solution: Pillars of Agritech Innovation
Origin's Solution: 3 Pillars of Agritech Innovation Germplasm Origin's huge library of thriving hybrid corn varieties are the solid foundation for innovation Huge competitive advantage vs. competition Gene editing Origin is a leading player in using CRISPR to create innovative new corn varieties Bre
Slide 9: Origin's years of R&D on hybrid corn provide a huge competitive advantage
Origin's 26 years of R&D on hybrid corn provide a huge competitive advantage Origin's Germplasm Superiority GMO and Germplasm Go Hand in Hand GMO traits only modify a few genetic traits; the underlying seed variety needs to be of high quality to ensure a superior product Validated Technology 112 hyb
Slide 10: Give the customers what they want...
Give the customers what they want... Origin's elite hybrid corn (germplasm) Use CRISPR to turn on & off genes to create what customer wants (i.e. high protein) Contract grow the new NEC variety for the customer. Corn processing, drying and fulfilment to customer (feedstock company or hog farmer) Int
Slide 11: First example of vertically integrated business model
First example of vertically integrated business model... Our Innovation is Disrupting a $75B Industry Nutritionally enhanced corn (NEC) eliminates the need for expensive additives in hog feed Doubles feedstock companies' margins No competition for the product Feedstock in China is a $75 billion mark
Slide 12: Business Model of Supply Chain
Business Model of Supply Chain With innovation we control more of the supply chain Grow NEC corn rather than just sell seed Increases our revenue and profit potential F ee d / F oo d P r o c e ss i n g I n d u s t r y New Hybrid D e v e l o p m e n t Field Grain Production Post Harvest/Storage Trade
Slide 13: Expanding to NEC Corn Production, Dramatically Increases the Market Size
*Market size in billions of dollars Expanding to NEC Corn Production, Dramatically Increases the Market Size $3.5 Hybrid Corn Seed $ 4 . 6 GMO Corn Seed $ 8 3 . 5 Corn Production $ 4 1 7 Feed/Food Industry 13
Slide 14: Initial Rollout of NEC Corn Supply Chain
Initial Rollout of NEC Corn Supply Chain NEC Corn in X i n j i a n g Growing ~5,000 acres of NEC corn in Xinjiang Grown by Origin's Joint Venture, Baodao Origin Agritech and Livestock Co. Ltd. Will expand to ~33,000 acres in 2024 Expected to add $8 million revenue in 2023 and $55 million in 2024 Con
Slide 15: Strategic Alliances
*More partnerships in the works! Strategic Alliances National Maize Improvement Center Henan Agricultural University China Agricultural University China Academy of Agricultural Sciences 15
Slide 16: Equity Snapshot
Equity Snapshot NASDAQ: SEED Stock Price (21 - Jul - 23 ) $4.03 Shares Outstanding 6.2 M Market Capitalization $25M Revenue H1 2023 $9.6 M Growth Rate 42% Operating Income H1 2023 - $.02 M Cash $2.1 M Insider Ownership 14.1% Institutional Ownership 17.5% 1 6 Auditor : B F Borgers CPA PC Legal Counse
Slide 17: Origin Agritech Investment Highlights
Origin Agritech Investment Highlights Nascent multi - billion market for GMO corn Leader in gene editing Speeding up the pace of innovation and staying ahead of competitors 1 2 Seeds --- > vertically integrated corn company 3 NEC corn to drive growth in 2023 Growing 5,000 acres in Xinjiang GMO reven
Slide 18: You've heard from us. we want to hear from you.
You've heard from us. we want to hear from you. Joe Ramelli , VP of Business Development 310.845.6238 joe@originagritech.com For Mandarin Speakers: Kate Lang +86 186.1839.3368 bing.lang@originseed.com.cn