Mowi Asa · OSL:MOWI
Mowi Asa — IntraFish Seafood Investor Forum 2019
16 slides from Mowi Asa's conference presentation, Sep 19, 2019
Slide 1: The Next Phase of the Blue Revolution
Intrafish Seafood Investor Forum, London “The Next Phase of the Blue Revolution” 19 September 2019
Slide 2: Forward looking statements
Forward looking statements This presentation may be deemed to include forward-looking statements, such as statements that relate to Mowi’s contracted volumes, goals and strategies, including strategic focus areas, salmon prices, ability to increase or vary harvest volume, production capacity, expect
Slide 3: Mowi at a glance
Mowi at a glance The world’s largest producer One of the world’s leading seafood companies of Atlantic salmon, 430,000 MT in 2019e (#4 measured in turnover) (~6 million meals per day) Fully integrated Listed on Oslo Stock Exchange HQ in Bergen, Norway value chain Market cap: EUR ~ 11 billion Page 3
Slide 4: Fully integrated value chain
Fully integrated value chain #4 #1 #1 Page 4
Slide 5: Fully integrated value chain
Fully integrated value chain Feed Farming Consumer Products Operations Started in Norway in 2014 Started in Norway in 1964 as Mowi Operations in 25 countries Scotland commenced operations Norway, Chile, Scotland, Canada, Europe, North America, Asia in 2019 Ireland, Faroe Islands Volumes 600,000 tonn
Slide 6: Innovations throughout the value chain
Innovations throughout the value chain • Genomic selection for best genetics • Nutrition and genetic interaction • Feed sustainability • Diets enhancing fish robustness • Automation and digitalisation → remote farm operations • Explore alternative farming technology platforms Page 6
Slide 7: Innovations on net pens
Innovations on net pens • Establishing the Most Automated Farm • Net solutions (antifouling solutions) • Wireless environmental monitoring • Drone surveillance • Camera development • Machine learning (real-time learning) • Autonomous feeding control • Variable feeding depth • Lighting strategies and
Slide 8: Automated processing
Automated processing • Stun & bleed vessel • Scanning technology to obtain harvest information • Online quality grading • Automated grading and packing • Automated handling and pallet logistics • Automated grading and packing in secondary processing Page 8
Slide 9: Branding strategy announced in November 2018 and changed company name to Mowi
Branding strategy announced in November 2018 and changed company name to Mowi • Global branding strategy – changed company name to Mowi on 1 January 2019 • Integrated value chain important for the success of the brand • Increased value creation for consumers and our shareholders • Increased focus on
Slide 10: MOWI brand launch in Poland in 2019
MOWI brand launch in Poland in 2019 • The MOWI Pure range was launched in Poland MOWI salmon in a during Q1 2019 restaurant • The first launch was in some of the world’s largest retail chains • MOWI Pure is our finest high-quality salmon, and comes in different cuts and sizes • Fresh, cold smoked an
Slide 11: We have also launched a traceability tool
We have also launched a traceability tool • Accessed through QR codes on the packaging of MOWI-branded salmon • Scan the QR code on a MOWI product and you are directed to our app which provides key information about the salmon such as • Birthplace • Lifespan • Feed diet • Harvest date • Processing l
Slide 12: MOWI brand launch: new website and traceability tool
MOWI brand launch: new website and traceability tool • We have also launched a new brand web site mowisalmon.com • Increased and improved consumer communication • as well as a new traceability tool. The traceability tool can be accessed through QR codes on the packaging of MOWI-branded salmon. When
Slide 13: 2019 Coller FAIRR Protein Producer Index – benchmark for investors
2019 Coller FAIRR Protein Producer Index – benchmark for investors ESG will gain further attention going forward • The FAIRR Initiative has developed an index to analyse the largest global meat, dairy and aquaculture producers • 60 global companies • Combining nine environmental, social and governan
Slide 14: 2019 Coller FAIRR Protein Producer Index – Mowi top ranked
2019 Coller FAIRR Protein Producer Index – Mowi top ranked 0% 10% 20% 30% 40% 50% 60% 70% 80% Page 14
Slide 15: The next phase of the Blue Revolution
The next phase of the Blue Revolution • Organic growth opportunities across value chain • New feed raw materials • Automation and new technologies • Branding strategy and increased value creation • ESG & sustainability Page 15
Slide 16: Leading the Blue Revolution
LEADING THE BLUE REVOLUTION