Graincorp Limited Class A · ASX:GNC

Graincorp Limited Class A — PAC Partners Agribusiness Conference 2014

14 slides from Graincorp Limited Class A's conference presentation, Apr 30, 2014

  1. Slide 1: Presentation to PAC Partners Agribusiness Conference (ASX cover letter)

    30 April 2014. For personal use only The Manager Company Announcements Office ASX Limited 20 Bridge Street SYDNEY NSW 2000 Dear Sir/Madam, GrainCorp Limited (ASX: GNC) Presentation to PAC Partners Agribusiness Conference. We attach the presentation to be given today by the Group Chief Financial Offi

  2. Slide 2: PAC Partners Agribusiness Conference

    PAC Partners Agribusiness Conference 30 April 2014 For personal use only Alistair Bell (Group Chief Financial Officer)

  3. Slide 3: Disclaimer

    Disclaimer For personal use only This presentation includes both information that is historical in character and information that consists of forward looking statements. Forward looking statements are not based on historical facts, but are based on current expectations of future results or events. T

  4. Slide 4: Agenda

    Agenda For personal use only Tangible steps for Australian based agribusiness to participate in international demand for grain and processed grain products  actions to enhance customer service and lower supply chain cost. Demand Supply Chain Customer Focus Capability Focus • Demand for • Integrated

  5. Slide 5: Demand for Australian grain

    Demand for Australian grain For personal use only Wheat Imports to 2050(1) Demand growth in proximate regions Current wheat imports (mmt) Wheat import growth to 2050 (mmt) • Australia has freight advantages to import- 44 Wheat import growth to 2050 (%) dependent and growth markets for grain 98% and

  6. Slide 6: Integrated business model

    Integrated business model For personal use only Global grains traded(1) • Wheat, barley, canola → representing Other 35% of global traded grains and 8% Wheat 30% oilseeds Three core Corn grains • Focus on “drier climate” grains where 23% Barley we have a comparative advantage 3% Canola through origi

  7. Slide 7: Competitive landscape

    Competitive landscape For personal use only Upcountry Storage Capacity Upcountry Storage GrainCorp ~20mmt Competitors Competitors ~10mmt On-farm ~10mmt Ports GrainCorp Port (all regulated) Total ~40mmt Competing Port (regulated) Production / Exports Competing Port (unregulated) Eastern Australia gra

  8. Slide 8: Grain storage and logistics assets and capabilities

    Grain storage and logistics assets and capabilities For personal use only Our eastern Australia grain network • 280 upcountry receival sites with ~20mmt of storage capacity • 7 of 11 bulk ports with ~15mmt elevation capacity(1) • 2 packing facilities handling containerised grain exports • Manage 15+

  9. Slide 9: Grain processing and complementary facilities

    Grain processing and complementary facilities For personal use only • Produce ~35% of Australia’s malt • Produce ~35% of Australia's flour(1) • Produce ~40% of Australia’s canola oil and ~40% of Australasia’s refined edible oil • Import and export ~40% of Australasia’s edible oil through 12 bulk liq

  10. Slide 10: Customer Focus: initiatives to enhance customer service

    Grains Customer Focus  investing in initiatives to enhance customer service For personal use only Strengthening our country network Easy to access market information “Gamechanger” Initiatives “Gamechanger” Initiatives • Mobile grain handling equipment (25 stackers) • Develop tools to improve grower

  11. Slide 11: Capability Focus: initiatives to reduce supply chain costs

    Grains Capability Focus  initiatives to reduce supply chain costs For personal use only Rail Optimisation Port Flexibility “Gamechanger” Initiatives “Port Flexibility” Initiatives • Load optimisation driving increased train • 3 year long term agreements for grain productivity exporters introduced i

  12. Slide 12: Customer focus: marketing grains to overseas customers

    Grains Customer focus  marketing grains to overseas customers For personal use only • ~50% of marketed grain acquired from growers and 85% sold to end users • International presence complements our Australian freight advantage Global Wheat Exports/Imports – mmt (2011/2012) and Australian Freight Ad

  13. Slide 13: Processed Grain Products: Customer & Capability Focus

    Processed Grain Products Customer & Capability Focus For personal use only Malt Oils • World’s 4th largest commercial maltster • Leading integrated edible oils business Processing in Australasia businesses “Gamechanger” initiatives “Asset Optimisation” initiatives • Optimising operational performanc

  14. Slide 14: Questions

    For personal use only Questions

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