Elders Limited · ASX:ELD
Elders — PAC Partners Agribusiness Conference 2014
12 slides from Elders's conference presentation, Apr 30, 2014
Slide 1: Presentation to Agribusiness Conference
For personal use only 30 April 2014 Presentation to Agribusiness Conference Attached is a copy of the presentation to be given by Mark Allison to the PAC Partners Agribusiness Conference today in Melbourne. Peter Hastings Company Secretary 1
Slide 2: Elders Now – Pure Play Agribusiness
For personal use only Elders Now – Pure Play Agribusiness Presentation to PAC Partners Agribusiness Conference Mark Allison, Chairman, Elders Limited 30 April 2014
Slide 3: Agenda
Agenda For personal use only • Business profile • Strategic direction • FY14 business priorities • FY14 business progress • Market outlook
Slide 4: Business profile
For personal use only Farm Supplies Retail Fertiliser Livestock Wool Agency Grain Australian Network Real Estate Australian Primary Producers Banking Services Financial Insurance Business profile Killara Feedlots Processors Charlton Short haul live export SE Asia and Long haul live export Eastern Eu
Slide 5: Elders now
Elders now For personal use only Board with single industry focus Board of directors Every director with experience in agribusiness/agriculture CEO experienced in agribusiness Corporate Smaller corporate office, overheads $5 million lower pa Flatter structure, forecast savings $20 million pa lower O
Slide 6: Strategic direction
Strategic direction For personal use only • A culture that is values, safety and performance-based and which maximises Elders’ brand and positioning • Distribution channels: strengthen, expand through combination of branch location and ownership innovation and rationalisation • Business improvement
Slide 7: Current business model
Current business model For personal use only High Insurance Banking Real Estate Livestock Indonesia E Wool Medium Farm Supplies B Short Haul Live Export I Long Haul Live Export T Fertiliser Low Feedlots Grain Elders Fine Foods Low Medium High *indicative RETURN ON CAPITAL
Slide 8: Future business model
Future business model For personal use only Livestock High Farm Supplies Insurance Banking Fertiliser Real Estate Wool Indonesia E Feedlots Medium Elders Fine Foods B Short Haul Live Export Long Haul Live Export I Grain T Low Low Medium High *indicative RETURN ON CAPITAL
Slide 9: FY14 business priorities
FY14 business priorities For personal use only • Safety performance • Operational performance • Leadership renewal • Capital restructure
Slide 10: FY14 business progress
FY14 business progress For personal use only • Safety Performance – LTIs almost halved – Strong broad based improvement • Operational Performance – Solid financial performance – Strong improvement in ROC • Leadership Renewal – Two strong agribusiness NEDs appointed – Executive Committee management p
Slide 11: Market Outlook
Market Outlook For personal use only • Good east coast winter crop break • Cattle prices firming • Sheep prices strengthening • Feedlot demand high • Short haul live export strong • Long haul live export strong • Strong demand for EFF
Slide 12: For personal use only
For personal use only