Wellnex Life Ltd · ASX:WNX
Wellnex Life — Credit Suisse Dairy Day 2019
14 slides from Wellnex Life's conference presentation, Apr 3, 2019
Slide 1: Credit Suisse Dairy Day
CREDIT SUISSE DAIRY DAY 3rd April 2019
Slide 2: Wattle Health's ultimate aim
At Wattle Health our ultimate aim is to make the sustainable Australian goodness of certified organic health and wellness products affordable and widely available to families around the globe. 2
Slide 3: Nutrition That's Second to None
NUTRITION THAT’S SECOND TO NONE The world’s purest source of nutritionally superior dairy products • Pristine provenance • Certified Organic • High quality Australian products 3
Slide 4: Building Australia's Leading Organic Dairy Demand Chain
BUILDING FY 18 – Laying the foundations AUSTRALIA’S • Investment in leading CNCA certified manufacturer - Blend and Pack • Corio Bay Dairy Group JV with Organic Dairy Farmers of Australia (ODFA) LEADING – capital for dedicated nutritional organic milk spray dryer ORGANIC DAIRY FY 19 – Designing the
Slide 5: The ultimate global benchmark of nutritionally superior, grass fed organic purity
Pregnancy Infants Students Sports Vitality The ultimate global benchmark of nutritionally superior, 5 grass fed organic purity.
Slide 6: Organic Growth
ORGANIC GROWTH • Global demand for organic has almost doubled since 2012. • Dairy is the largest organic category in packaged foods. • Dairy predicted to be the fasted growth category 2016 to 2021. • Dairy sales in China predicted to grow by $1.8 billion (USD) by 2021 – driven by infant formula. 6 D
Slide 7: Organic Dairy Farmers of Australia (ODFA)
ORGANIC DAIRY FARMERS OF AUSTRALIA (ODFA) Australia’s largest producer of certified organic milk • Account for circa 75% of Australia’s organic milk production. • 100% co-operative owned by 50+ Australian organic dairy farmers. • Committed to increase value of organic milk at the farm gate. • Manufa
Slide 8: Vertical Integrated Strength
VERTICAL INTEGRATED STRENGTH • Guaranteed supply chain • Essential traceability needed for export certification • Diverse revenue streams • Increases Wattle Health’s product and services offering Organic Organic Packaging Ready for Australian Spray Plant consumer • Underpins superior Farm Dryers pro
Slide 9: Corio Bay Dairy Group (CBDG)
CORIO BAY DAIRY GROUP (CBDG) Australia’s first dedicated nutritional organic milk spray dryer Enable full utilisation of ODFA outputs, year-round Wattle Health has first rights to organic products Construction commenced Q1 FY19 9
Slide 10: Great News for Australian Dairy Farmers
GREAT NEWS FOR AUSTRALIAN DAIRY FARMERS • Higher farm gate prices for farmers. • Dedicated dryer underpins year-round demand. • Extends organic milk shelf life from 17 days to 2 years. • ODFA co-op owners share profits from CBDG. 10
Slide 11: Great News for Australia
GREAT NEWS FOR AUSTRALIA Sustaining the natural purity of our precious farmlands • Organic, grass fed milk production is truly sustainable. • Productivity increases in the long term. • Farmers and consumers enjoy better health outcomes. • Welfare of the organic dairy herd is assured. 11
Slide 12: And Now, Organic A2 Fresh Milk
AND NOW, • ODFA farms to supply commercial ORGANIC quantities of Organic A2 FRESH A2 fresh milk to CBDG. MILK • Organic A2 powder available exclusively to Wattle Health. • Strengthens ultra-premium Uganic offer in key global markets. 12
Slide 13: Thank You
WattleHealth’
Slide 14: Disclaimer
DISCLAIMER • The following material is of a general results, regulatory approvals, production • Additionally there are a number of WHA undertakes NO obligation to nature and has only been prepared as a targets, sales, staffing levels etc. All of factors, both specific to WHA and of a advise of chang