Nuchev Pty Ltd · ASX:NUC

Nuchev Pty — Shareholder Meeting (November 2021)

14 slides from Nuchev Pty's shareholder meeting presentation, Nov 18, 2021

  1. Slide 1: Annual General Meeting: Chair's Address and CEO Presentation

    NUCHEV LIMITED (ACN 163 225 090) LEVEL 10, 420 ST KILDA ROAD MELB 3004 WWW.NUCHEV.COM.AU ASX CODE: NUC 18 November 2021 For personal use only ASX Market Release Annual General Meeting Chair’s Address and CEO Presentation Nuchev Limited is pleased to release the following Chair’s Address and CEO Pres

  2. Slide 2: Chairman's Address

    CHAIRMAN’S ADDRESS 18 Nov 2021 Intro For personal use only I am pleased to present the financial report for FY21, our first full year operating as a public company since listing on the Australia Securities Exchange in December 2019. It has certainly been a year like no other, as the world and many i

  3. Slide 3: Brand: Elevating the Oli6 brand through focused marketing and innovation

    Brand: Elevating the Oli6® brand through focused marketing and innovation Through a refreshed brand strategy driven by consumer research, the company focused on building further momentum behind the Oli6® brand, investing in marketing campaigns featuring celebrity mums, key opinion leaders, and key o

  4. Slide 4: Nuchev Limited Annual General Meeting Presentation November 2021

    For personal use only Nuchev Limited Annual General Meeting Presentation 18 November 2021 1

  5. Slide 5: Our Vision

    For personal use only OUR VISION 2

  6. Slide 6: What Makes Us Unique

    WHAT MAKES US UNIQUE For personal use only Leading with Science Single minded focus on goat Strength in seed channels Focus on innovation Investing to grow Capital Light Expanding distribution Continuity in supply 3

  7. Slide 7: FY21 Impacts

    FY21 IMPACTS FY21 saw the world continue to be challenged with the uncertainty and volatility created by the COVID-19 pandemic For personal use only • Historically Daigou ~50% of total revenue DAIGOU • Channel disruption occurred rapidly with border closures and travel restrictions CONTRACTION • Con

  8. Slide 8: Key Financial and Operational Metrics

    KEY FINANICIAL AND OPERATIONAL METRICS For personal use only Full Year Commentary FY21 FY20 % change The results for the year reflect the challenging market  Net cash position remains strong with cash on hand of $14.5M Volume (MT) 1 370.2 568.1 (35%)  Operating cash outflow improved year on year b

  9. Slide 9: Business Strengths Remain in Place

    BUSINESS STRENGTHS REMAIN IN PLACE GOAT INFANT FORMULA GROWTH THROUGH PREMIUM AND COMPANY For personal use only CATEGORY GROWTH NEW MARKETS TRUSTED BRAND WELL POSITIONED  Global GIF market is growing and • Rapid transition to online with a • Refreshed brand positioning • Flexible, capital light bus

  10. Slide 10: China Is the Most Important Goat Milk Infant Formula Market

    CHINA IS CATEGORICALLY THE MOST IMPORTANT GOAT MILK INFANT FORMULA MARKET IN THE WORLD For personal use only CHINA IS NOW 2/3 GOAT MILK INFANT FORMULA OF GLOBAL GOAT MILK CONTINUES TO GROW INFANT FORMULA AT +10% YEAR ON YEAR ̴¥7B $1.B AUD 7 Source : Euromonitor 2020

  11. Slide 11: Daigou, CBEC and PRC Channels Are Merging into One Ecosystem

    DAIGOU, CBEC AND PRC CHANNELS ARE MERGING INTO ONE MAJOR ECOSYSTEM PRE COVID POST COVID For personal use only 2010 - 2020 2020 - Current AU Daigou Channel International Students Omnichannel Network CBEC E commerce Local Reseller network Ongoing Evolution CBEC E Commerce AU Corporate Daigou PRC Onlin

  12. Slide 12: Future Focus/Outlook

    FUTURE FOCUS/OUTLOOK BUILD BRAND Attract new users to the brand For personal use only EQUITY • Capitalise on growth opportunities - fast growing goat milk infant formula market • Continued growth and momentum expected DRIVE GROWTH Drive premiumisation through THROUGH INNOVATION in Australian Retail

  13. Slide 13: Disclaimer

    Disclaimer For personal use only This presentation is provided by Nuchev Limited (ACN 163 225 090) (Nuchev) to provide summary information about Nuchev and its respective subsidiaries (together, the Group). Statements in this presentation are made as at the date of the presentation and the informati

  14. Slide 14: For personal use only

    For personal use only

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