Grace Breeding Ltd · TASE:GRAC
Grace Breeding — Investor Presentation (December 2022)
45 slides from Grace Breeding's investor presentation, December 2022
Slide 1: Corporate Presentation December 2022
CORPORATE PRESENTATION DECEMBER 2022
Slide 2: Legal Disclaimer
Legal Disclaimer This Presentation about Grace Breeding Ltd. (hereinafter: "the Company") includes forecasts, estimates, assessments and other information pertaining to future events and/or matters, whose materialization is uncertain and is beyond the Company’s control, and which constitute forward-
Slide 3: Grace Breeding
GRACE BREEDING is providing sustainable solutions for farmers in the $8TN agriculture industry to protect crops from the effects of climate change and enable crop health and vigor
Slide 4: Our Mission
Improve crop health and Create sustainable tolerance solutions to support agricultural solutions for Our Mission the earth farmers and supply the overall economy 4
Slide 5: Company At-A-Glance
Company At-A-Glance Established 2015 Headquarters Rehovot’s science park; R&D center in Israel Employees 12 Experience Management with years of accumulated experience in the areas of Agtech, fertilizers, plant protection and food. IPO Feb 2022 (TASE: GRAC) with a market CAP ~ 100 Million ILS 3 produ
Slide 6: Management
Management Morris Zelkha, Chairman of the Board of Directors Orly Shuster, Chief Financial Officer Founder and former CEO of LycoRed for 24 years Graduate of the CPA firm Ernst & Young Israel with 20 years of experience in accounting and economic services for a variety of private, public and governm
Slide 7: Investment Thesis
Investment Thesis Leading programs are 2 novel, patent-pending, biological environmental stress protection and growth enhancement technologies: • Large and growing addressable end-markets for each product line • Providing solutions to protect crops from the ongoing effects of climate change NFT (Bio
Slide 8: The Advantages of Our Approach
The Advantages of Our Approach (examples of producers of legacy synthetic chemicals) Grace Breeding’s Green Agro solutions Other Unsustainable Companies Climate stress resilience enhancement Environmental pollution Biological source Environmental residue Nitrogenous technology Resistance formed by c
Slide 9: Our Technology: How We Are Differentiated Within the AgTech Industry
Our Technology: How We Are Differentiated Within the AgTech Industry Disrupting a multi-billion-dollar industry* with solutions to fertilize sustainably and enable crop health and vigor Synergy Biological- Bio-Fertilizer (NFT) + Aerobic based Climate-stress solution (WDS) + inoculants products Polli
Slide 10: Our Pipeline
Our Pipeline Three transformative product lines Product Candidate Indication Discovery Field Trial 1 Field Trial 2 GTM Commercial* NFT Bio-Fertilizer WDS Plant Protection Wide Defense System Enhancement Candidates Pollination Enhancement (R&D) NFT = Natural replacement to synthetic fertilizer -> ure
Slide 11: NFT (Bio-Fertilizer)
NFT (Bio-Fertilizer)
Slide 12: CO2 Emissions From Urea Production Are Significantly Adding to the Global Warming Crisis
CO2 Emissions From Urea Production Are Significantly Adding to the Global Warming Crisis * Total gas emission (CO2) produced through the annual global production of urea is equal to 120 million cars CO2 emission per year * Producing 1MT of urea in the U.S., 1.84 MT* of CO2 *Yearly greenhouse gas emi
Slide 13: World Nitrogen Fertilizer Market
World Nitrogen Fertilizer Market The global fertilizer market is estimated at $171 billion Cereal grains (e.g., Wheat, Corn, Rice, Rye, Millet, etc.) represent 55% of the world nitrogen fertilizer market * Nitrogenous Fertilizer Market Size | Global Industry Report, 2026. **World Fertilizer Market N
Slide 14: The Problem of Urea
The Problem of Urea Urea is the world’s most common nitrogen fertilizer for grains (+70%) and is estimated at a market size of ~$45 billion. Making urea is a multi-step endeavor that consumes copious amounts of energy and emits large amounts of greenhouse gases. Urea leaches easily into what serves
Slide 15: Sustainability Innovation Historical Treatment
Sustainability Innovation Historical Treatment Green, Efficient, Bio-Fertilizer Urea Synthetic Fertilizer Efficient Urea Replacement via NFT Urea Production Soil and Water Contamination Leaching Costly Alternative Naturally Cost Sourced Competitive *World Fertilizer Market Nitrogen, No. 42 (418) 21
Slide 16: NFT: The Solution
NFT: The Solution Naturally provides nitrogen to grains (relies on Cost savings expected per reduced application various nitrogen-fixing bacteria) frequency Environmentally-friendly to air, soil and the Zero-carbon-footprint product aquifer Reduction in use of urea provides a 50% cost In field trial
Slide 17: Nitrogen Bio-Fertilizer Market Landscape
Nitrogen Bio-Fertilizer Market Landscape NFT (Nitrogenous Technology)
Slide 18: Nitrogen Bio-Fertilizer Approaches
Nitrogen Bio-Fertilizer Approaches Easy and efficient field application process NFT Expensive, Simple, natural, complex bacteria- hybrid- based product boosting, synergistic solution Costly and complex field application process Grace Breeding 18
Slide 19: NFT Field Trials
NFT Field Trials
Slide 20: NFT 2020/2021 field trials result (Israel)
NFT 2020/2021 field trials result (Israel) • NFT focus is on wheat • 2 field trials of 2 and 3 hectares of wheat • Commercial field applied with urea • NFT provided a similar yield to urea • Additionally: • 7.5% additional protein content was observed in grains with NFT treatment • NFT-treated grain
Slide 21: Rohama 12 hectare seeding wheat with NFT
Rohama 12 hectare seeding wheat with NFT (Dec. 2021) Easy application method in the field. Farmer keeps similar agrotechnical methodologies. Grace Breeding 21
Slide 22: NFT Field Crop Proof-of-Concept Trials With Grains
NFT – Field Crop Proof-of-Concept Trials With Grains (9/19/2022) Corn-Israel Wheat-Israel Corn- Brazil Grace Breeding 22
Slide 23: NFT Study at University of Londrina, Brazil
NFT Study at University of Londrina, Brazil (November 2022) We announced a strategic research and development collaboration with the University of Londrina (UEL), based in Paraná State, Brazil. The University is evaluating Grace Breeding’s NFT being developed to improve absorption of nutrients from
Slide 24: Grace Breeding's Bio-Fertilizer in the News
Grace Breeding’s Bio-Fertilizer in the News 24 Grace Breeding 24
Slide 25: WDS (Wide Defense System)
WDS (Wide Defense System) • . 25
Slide 26: How Climate Change is Affecting Global Crop Production
How Climate Change is Affecting Global Crop Production Rising levels of atmospheric carbon dioxide reduce the concentrations of protein and essential minerals in most plant species, including wheat, soybeans, and rice. This direct effect of rising CO2 on the nutritional value of crops represents a p
Slide 27: WDS: The Solution
WDS: The Solution c WDS is a bio-stimulant; a combination of naturally sourced ingredients with market-available bacteria Protects against abiotic climate stressors, addressing the supply problem for the farmer and the pricing threat to the consumer c Increases yield and improves plant nutrient upta
Slide 28: The Need for Environmental Stress Protection Solutions Has Increased With Episodes of Global Drought
The Need for Environmental Stress Protection Solutions Has Increased With Episodes of Global Drought Solution: Provide farmers with a higher yields and mitigate distribution challenges resulting from drought conditions Example: Tomato Supply Shortage • In the U.S., California is home to 90 percent o
Slide 29: Climate Stress Protection (Defense) Landscape
Climate Stress Protection (Defense) Landscape
Slide 30: WDS Fruit & Vegetable POC trials: 2020 - 2022
WDS Fruit & Vegetable POC trials: 2020 - 2022 WDS UTC 30 Grace Breeding 30
Slide 31: WDS in Avocado
WDS Fruit & Vegetable POC trials: 2020 - 2022 WDS in Avocado WDS Farmer quote: “The WDS application saves me 2 years of growing and the additional cost of re-planting; UTC manpower and new plants.” 31 Grace Breeding 31
Slide 32: WDS Field Trial Results (Israel)
WDS – Field Trial Results (Israel) WDS-Improves Industrial Tomato Yield by 17% Based on Field Trial Results (10/26/2022) 1Nature Food: https://www.nature.com/articles/s43016-022-00521-y Grace Breeding 32
Slide 33: WDS Field Trials 10/26/2022
WDS Field Trials 10/26/2022 Results of a field trial conducted in The field trial showed that the Enhanced growth and improved Israel found Grace Breeding’s formula both boosted the growth of nutrient absorption due to a larger proprietary Wide Defense System the tomato root system and improved root
Slide 34: Climate Stressor Defense Market Landscape
Climate Stressor Defense Market Landscape
Slide 35: Bio-stimulant Approaches: Market Landscape
Bio-stimulant Approaches: Market Landscape WDS provides dual benefit related to plant tolerance and yield Climate stress defense benefits Wide-Defense System Expensive, Simple, natural, complex hybrid-boosting bacteria-based synergistic product solution Direct Disease Control Grace Breeding 35
Slide 36: Grace Breeding's WDS in the News
Grace Breeding’s WDS in the News Grace Breeding 36
Slide 37: Major Partners
Major Partners Multinational partners Grace Breeding 37
Slide 38: Brazil: An Agricultural Market Leader
Brazil: An Agricultural Market Leader • Brazil is the largest chemical market in the world, with a turnover of 13 billion USD. • 70% is sold through dealers and 30% direct farmers. • 5 large companies have a large share of this market • There are more than 600 companies selling foliar or seed treatm
Slide 39: GTM Roadmap: NFT
GTM Roadmap: NFT Q1 2023 Q22023 Q3 2023 Q4 2023 Q1 2024 Q2 2024 Choosing the product registration Selecting key Influencers Collaborative Development Visiting Research institutes Strategic content Generation Competitor Analysis Set Price Market launch Note: projected timing is based on the typical t
Slide 40: GTM Roadmap: WDS
GTM Roadmap: WDS Q1 2023 Q22023 Q3 2023 Q4 2023 Q1 2024 Q2 2024 Choosing the product registration Selecting key Influencers Collaborative Development Visiting Research institutes Strategic content Generation Competitor Analysis Set Price Market launch Note: projected timing is based on the typical t
Slide 41: GTM Strategy
Our B2B business model produces more robust and resilient industrial crops and improves distributor and farmer economics, while reducing environmental impact (zero-carbon-footprint with reduced greenhouse gas (GHG) emissions). GTM Strategy • Commercialization strategy via local distribution channels
Slide 42: Corporate Structure
Corporate Structure Grace Breeding Indofil industries Ltd.* Ltd.*** (Public – TASE: GRAC) (Public – India SE) 85% 15% Grace Breeding Nitrogen Fixation Technology Ltd.** (“NFT” product IP) Est. June 2018 *Grace Breeding Ltd. - (Public – TASE: GRAC), established February 2022- Holds WDS and R&D techno
Slide 43: Investment Summary
Investment Summary • Large and growing addressable end-markets for each product line • Sustainably reversing the threats of global climate crisis with bio-fertilizer and bio-stimulant technology solutions • Focus is on high-yield crops (soybean, corn, tomato) • Powerful unit economics and economies
Slide 44: Grace Breeding in the News in Israel
Grace Breeding in the News in Israel Grace Breeding 44
Slide 45: Thank You!
e Grace Breeding green fut agro solutions THANK YOU!
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