Select Harvests Limited · ASX:SHV
Select Harvests — Australasian AgFood Conference 2025
11 slides from Select Harvests's conference presentation, Mar 13, 2025
Slide 1: Australasian AgFood Conference
Australasian AgFood For personal use only Conference March 2025 David Surveyor CEO & Managing Director 0
Slide 2: Disclaimer and Basis of Preparation
DISCLAIMER AND BASIS OF PREPARATION This presentation is provided for information purposes only and has been prepared using information sourced by the company. The information contained in this presentation is not intended to be relied upon as advice to investors and does not take into account the F
Slide 3: Select Harvests – Business Overview
Select Harvests – Business Overview ▪ One of the world’s largest almond companies - geographic For personal use only diversity, low cost & scale. Market capitalisation of circa A$660M ▪ Positive long term growth - industry CAGR 5%-8% ▪ Unique vertically integrated portfolio of low cost & quality ass
Slide 4: Operating Leverage (1) - Safety and Sustainability
Operating Leverage (1) - Safety and Sustainability Total Recordable Injury Frequency Rate For personal use only Injuries per million hours worked 3
Slide 5: SHV strategic priorities drives sustainable results
SHV strategic priorities drives sustainable results Vision For personal use only To be a leader in the supply of ‘better for you’ and ‘better for the planet’, plant-based foods Mission Deliver sustainable returns to our shareholders by marketing premium almond products to the world Strategic Priorit
Slide 6: Operating Leverage (2) – Project Optimus 10,000T Capacity
Operating Leverage (2) – Project Optimus 10,000T Capacity Increase Stage 1: Operational in 2025 Colour Sorter upgrade For personal use only Shear Roller Speed Automation Line Balancing Automation (Hulling) Stage 2: Operational 2026 Balance shell decks Capacity upgrade decks 7-9 Kernel Conveyance cap
Slide 7: Operating Discipline (3) - Horticultural Productivity
Operating Discipline (3) - Horticultural Productivity Farming Approach For personal use only • 92% of farms are in “sweet spot” for age • Yield Improvement strategy well underway. Benchmarking with internal and external farms confirms this approach • Drainage improved at Piangil and showing benefits
Slide 8: PMO – Driving Operational Discipline and Efficiency
PMO – Driving Operational Discipline and Efficiency Execution The 2024 P&L Impact Profit Impact For personal use only Millions AUD FY23 FY24 YTD FY25 7
Slide 9: Strong Almond Macro
Strong Almond Macro Supply Side + Demand Side = Increasing Global Prices For personal use only California • Almond acres reduced and • Almond CAGR 5-7% Peak volume has passed. • Strong global demand with • Crop receipts to February 2.68b SHV prices forecast at lbs below USDA Objective A$9.20/kg Esti
Slide 10: Path Forward – Realizing the Full potential of operations
Path Forward – Realizing the Full potential of operations Substantive progress on transformation initiatives……. For personal use only • Sales capturing price from increased Global demand • Farms maximise yield Success Drivers • Mid stream capacity expansion (Project Optimus) Growing, Processing & Se
Slide 11: Questions and Discussion
For personal use only Questions and Discussion 10
Select Harvests — Australasian AgFood Conference 2025 on 6ix