Bunge Limited · NYSE:BG
Bunge — Investor Presentation (March 2006)
8 slides from Bunge's investor presentation, March 2006
Slide 1: World food needs continue to grow
World food needs continue to grow World Population World Per Capita (Millions) GDP:(1995 USD) . a a.. pp . 6,302 55% % . . aa.. 5812 11.. pp ttee 4%% R a a 11..4 thh R 5,612 tee roo w w t rraat Gr G w tthh 5,069 roo w Gr G 4,843 4,556 1985 1994 2003 1985 1994 2003 1
Slide 2: As incomes grow, the diet contains less starch
As incomes grow, the diet contains less starch, World Food Grain Per Capita Consumption:(kg) (Rice and Wheat) 162.99 163.29 157.81 1985 1996 2003 2
Slide 3: And more protein and fat
And more protein and fat World Per Capita Meat World Per Capita Veg-oil Consumption (kg) Consumption (kg) . a a.. pp . 22% % 39.0 . . aa.. 16.2 11.. pp ttee 1%% R a a 33..1 t hh R tee rraat w t 35.1 o ro w Gr G w tthh 12.3 roo w 31.3 Gr G 9.3 1985 1994 2003 1985 1994 2003 3
Slide 4: Soy and palm share is increasing
Soy and palm share is increasing Animal Fats & Vegetable Oil Production by Class (mmt) 116 120 106 22 23 89 22 23 21 20 23 19 16 20 18 17 27 24 19 48% 48% 15 42% 42% 44% 44% 40% 40% 25 27 30 20 1994/95 1998/99 2000/01 2002/03 Soy oil Palm Oil Other Veg Oils Softseed Oils Animal Fats 4
Slide 5: Chinese per capita meat and vegetable consumption
Chinese per capita meat and vegetable consumption Chinese Per Capita Meat Chinese Per Capita Veg- Consumption . (kg) oil Consumption (kg) . pp..aa 51.7 . .33%% . . aa.. 12.8 4 pp t ee 4 RRaa t 3%% thh 47.0 88..3 t tee r roow w rraat G G wtthh r roow G G 9.1 36.7 6.6 1994 1998 2002 1994 1998 2002 5
Slide 6: India: the next China?
India: the next China? Per Capita GDP (1995 USD) 1150 950 750 550 350 150 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 China India 6
Slide 7: World soybean production
World soybean production 201 191 17 17 132 96 13 88 99 11 42 21 67 77 72 59 1985 1996 2002 2003 North America South America China South Asia Others 7
Slide 8: North American maintains share of feed grain production
North American maintains share of feed grain production 834 908 869 881 55 54 63 92 104 94 106 50 43 108 50 57 141 125 129 81 63 59 45 66 320 290 323 313 108 137 132 144 1985 1996 2002 2003 Others North America South America China Eastern Europe European Union 8 Former Soviet Union South Asia World