Origin Agritech Limited · NASDAQ:SEED
Origin Agritech — 2023 Asia-Pacific Agri-Food Innovation Summit
19 slides from Origin Agritech's conference presentation, Oct 31, 2023
Slide 1: 2023 Asia-Pacific Agri-Food Innovation Summit
NASDAQ: SEED 2023 Asia-Pacific Agri-Food Innovation Summit November 2023 Origin Agritech
Slide 2: Forward Looking Statements and Disclaimers
Forward Looking Statements and Disclaimers This communication contains "forward-looking statements" as defined in the federal securities laws, including Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, as amended, and as defined in the U.S. Private Se
Slide 3: About Us
About Us Origin Agritech Gene editing speeding up innovation Using leading tech to create corn varieties to meet customers' needs Future expansion from just seeds to vertically integrated Ag Co Where we're going GMO commercial seed production in 2023 2nd & 3rd generation BT & GT GMO corn in safety c
Slide 4: The Chinese Food Security Problem
The Chinese Food Security Problem With 22% of the world's population but only 10% of the world's arable land, China is the largest corn importer in the world. Tough Mismatch Recent trade tensions and COVID related supply chain disruptions have prompted the Chinese government to embrace agritech solu
Slide 5: Corn yields are 45% lower in China than the USA
Corn yields are 45% lower in China than the USA China has a larger corn harvest area than USA but lower production China's past GMO limitations and lower tech family farms are the reason 5
Slide 6: Government GMO corn approval in February 2023
Government GMO corn approval in February 2023 China's historic agricultural modernization begins... Foreign companies not allowed to sell GMO corn in China 4 million mu (660k acres) to be planted this year 1% of the total corn harvest area. Likely 90%+ GMO within 5 years like with Monsanto in USA. O
Slide 7: Origin's GMO Portfolio
Origin's GMO Portfolio Phytase Corn Origin's Phytase corn GMO is the first GMO corn trait to receive biosafety certificate in 2009. Phytase is an enzyme that is added to corn feedstock so that livestock can absorb essential nutrients. The use of phytase corn should also reduce phosphate pollution ca
Slide 8: Origin's Solution: Pillars of Agritech Innovation
Origin's Solution: 3 Pillars of Agritech Innovation Germplasm Origin's huge library of thriving hybrid corn varieties are the solid foundation for innovation Huge competitive advantage vs. competition Gene editing Origin is a leading player in using gene editing to create innovative new corn varieti
Slide 9: Origin's years of R&D on hybrid corn provide a huge competitive advantage
Origin's 26 years of R&D on hybrid corn provide a huge competitive advantage Origin's Germplasm Superiority GMO and Germplasm Go Hand in Hand GMO traits only modify a few genetic traits; the underlying seed variety needs to be of high quality to ensure a superior product Validated Technology 112 hyb
Slide 10: Origin's Breakthrough Gene Editing Plant Breeding
Origin's Breakthrough Gene Editing Plant Breeding Origin conducted intensive tests for nitrogen-efficiency trait and field evaluated in Origin's commercial lines 2023 Origin established gene editing breeding system that includes 7 traits, such as drought-resistance, nitrogen-efficiency and plant typ
Slide 11: Effect of nitrogen-efficiency inbred B73 and control
Effect of nitrogen-efficiency inbred B73 and control 11 Edited B73 B73 B73 EB-73 EB-73 B73 EB-73 EB-73
Slide 12: Give the customers what they want...
Give the customers what they want... Origin's elite hybrid corn (germplasm) Use gene editing to turn on & off genes to create what customer wants (i.e. high protein) Contract grow the new NEC variety for the customer. Corn processing, drying and fulfilment to customer (feedstock company or hog farme
Slide 13: First example of vertically integrated business model
First example of vertically integrated business model... Our Innovation is Disrupting a $75B Industry Nutritionally enhanced corn (NEC) eliminates the need for expensive additives in hog feed Doubles feedstock companies' margins No competition for the product Feedstock in China is a $75 billion mark
Slide 14: Business Model of Supply Chain
Business Model of Supply Chain With innovation we control more of the supply chain Grow NEC corn rather than just sell seed Increases our revenue and profit potential Feed/Food Processing Industry New Hybrid Development Field Grain Production Post Harvest/Storage Trade & Transport 14
Slide 15: Expanding to NEC Corn Production, Dramatically Increases the Market Size
*Market size in billions of dollars Expanding to NEC Corn Production, Dramatically Increases the Market Size $3.5 Hybrid Corn Seed $4.6 GMO Corn Seed $83.5 Corn Production $417 Feed/Food Industry 15
Slide 16: Initial Rollout of NEC Corn Supply Chain
Initial Rollout of NEC Corn Supply Chain NEC Corn in Xinjiang Growing ~5,000 acres of NEC corn in Xinjiang Grown by Origin's Joint Venture, Baodao Origin Agritech and Livestock Co. Ltd. Constructing 100,000- ton corn drying base in Xinjiang $11.1 million investment funded by JV partner and local ban
Slide 17: Strategic Alliances
*More partnerships in the works! Strategic Alliances National Maize Improvement Center Henan Agricultural University China Agricultural University China Academy of Agricultural Sciences 17
Slide 18: Origin Agritech Investment Highlights
Origin Agritech Investment Highlights Speeding up the pace of innovation and staying ahead of competitors Nascent multi-billion market for GMO corn 1 2 Leader in gene editing Seeds ---> vertically integrated corn company 3 Harvesting 5,000 acres in Xinjiang Big growth driver Should drive significant
Slide 19: We want to hear from you
Matt Abenante, Strategic Investor Relations, LLC 347.947.2093 matthew@strategic-ir.com we want to hear from you. 310.845.6238 You've heard from us. joe@originagritech.com Joe Ramelli, VP of Business Development For Mandarin Speakers: Kate Lang +86 186.1839.3368 bing.lang@originseed.com.cn
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