Omnia Holdings Limited · JSE:OMN
Omnia — Avior Corporate Summit 2021
20 slides from Omnia's conference presentation, June 2021
Slide 1: Avior Corporate Summit 2021
OMNIA HOLDINGS LIMITED | JUNE 2021 Avior Corporate Summit 2021 Agriculture Mining Chemicals PROTECTING LIFE | SUSTAINING LIVELIHOODS | CREATING A BETTER WORLD
Slide 2: Forward Looking Statements
FORWARD LOOKING STATEMENTS Throughout this presentation there are certain statements made that are ‘forward-looking statements. Any statements preceded or followed by, or that include the words ‘forecasts’, ‘believes’, ‘expects’, ‘intends’, ‘plans’, ‘predictions’, ‘will’, ‘may’, ‘should’, ‘could’, ‘
Slide 3: Contents
CONTENTS 1 Our business 2 Value proposition 3 Conclusion PROTECTING LIFE | SUSTAINING LIVELIHOODS | CREATING A BETTER WORLD 3
Slide 4: Our Purpose
OUR PURPOSE We protect life by always acting in an environmentally responsible manner and taking end to end ecological stewardship of our products and services. Safety in all our operations is paramount to achieve zero harm. We are involved in security of food supply, mineral resources, potable wate
Slide 5: Our Business
OUR BUSINESS Omnia pursues growth from the core Ammonia and Nitrogen value chain and our state-of-the-art production facilities at Sasolburg SINCE 1953 Farmer support Investment into Technology and R&D Granular fertilizer through world class into fast growing Agri- agronomists production facilities
Slide 6: Our Presence: 25 Countries
OUR PRESENCE 68 years in operation, physical presence in 25 COUNTRIES with over 4000 employees PROTECTING LIFE | SUSTAINING LIVELIHOODS | CREATING A BETTER WORLD 6
Slide 7: Operating Model
OPERATING MODEL KEY THEMES • Market driven structure leveraging a common value chain across SADC • Production excellence across manufacturing plants Int’l AgriBio solutions • International growth opportunities • Sustainable solutions to support a “Green World Economy” • Commitment to zero harm Strat
Slide 8: COVID-19 Global Crisis
COVID-19 GLOBAL CRISIS KEY IMPACTS • Personal battles with the virus and loss of loved ones • Education of our children impacted • Widespread unemployment OUR RESPONSE • Safeguarding employees, communities and partners globally • COVID-19 essentials and contribution of food hampers • Blood donation
Slide 9: COVID-19 Impact on Our Business
COVID-19 IMPACT ON OUR BUSINESS KEY IMPACTS OUR RESPONSE OMNIA’S IMPACT • Varied across divisions and • Safeguarding employees and Protecting life through the stable supply of: countries but mostly classified communities • Fertilizer during planting season to ensure food as essential services • Supp
Slide 10: Sustainability Practices - Creating a Better World
SUSTAINABILITY PRACTICES - CREATING A BETTER WORLD Omnia’s strategic intent is to move towards green and EnviNOx™ plants NOx emissions are reduced by sustainable solutions and products supported by a capital > 90%, generating carbon credits allocation approach aligned with our ESG strategy • 5 260 5
Slide 11: Manufacturing
MANUFACTURING COMPETITIVE ADVANTAGE • Most modern manufacturing plants in SADC • EnviNOx™ plants NOx emissions are reduced by > 90%, generating carbon credits • Leverage granulation and nitrophosphate technology • Production of superior NPK compound produced in sole production facility in SADC • Int
Slide 12: Agriculture
AGRICULTURE GROWTH OPPORTUNITIES LEADING THE WAY • Specialities ~ 7% CAGR in developed markets Unique product and service delivery • AgTech/Digital ~ 9.8% CAGR • Committed to sustainable farming Good inroads made by Axioteq in SADC and Brazil practices • Bio post harvest treatments - 5.5% CAGR • Inc
Slide 13: Biostimulants
BIOSTIMULANTS GROWTH DRIVERS BIOSTIMULANT MARKET SIZE USD 5BN IN 2024 Others • Market growth over 12% CAGR - category in relative infancy Trace Minerals 6% • Fertilizer coating is a large global opportunity. FerticoatTM 9% being recognised for agronomic benefit globally • Concentration of Omnia’s Hu
Slide 14: BME Leading the Way
BME LEADING THE WAY Component Value Safety • Excellent RCR record and responsible workforce • AXXISTM digital initiation system , Blast Alliance software Quality Solutions • Emulsion Technology: Cold emulsion ( pioneered use in Africa), Double salt (stability), Used oil (sustainable)) Customer value
Slide 15: Growth Opportunities: Continuous Improvement Drive
GROWTH OPPORTUNITIES : CONTINUOUS IMPROVEMENT DRIVE SOFTWARE SOLUTIONS BME’S VALUE CHAIN UNDERPINNED BY E EMULSIONS TECHNOLOGY (DE-COMMODITISE) • Fit for purpose, quality-controlled materials Adapting and evolving to optimise • De-carbonisation (green products) outputs - driving mining of the future
Slide 16: Chemicals
CHEMICALS GROWTH OPPORTUNITIES LEADING THE WAY • Water Care delivering potable water to communities • Focus on metals set to drive the “Green World Economy“ • Agri Sciences offering solutions in crop protection, soil • Sole manufacturer in Africa of Hydroplus™ fuel, powering conditioning, pesticides
Slide 17: Umongo Petroleum
UMONGO PETROLEUM GROWTH LEADING THE WAY OPPORTUNITIES Global environmental trends Quality products Move to cleaner fuels • Chevron Group II base oils Lower emissions, longer drain intervals • Chevron Oronite additive technology • Only SA distributor that Exclusive distributorship represents both add
Slide 18: Long Term Shareholder Value
LONG TERM SHAREHOLDER VALUE OPERATE IN OPERATIONAL ROBUST CAPITAL UNIQUE DIVERSIFICATION PRIMARY SECTORS EXCELLENCE MANAGEMENT COMPETITIVE ADVANTAGE • Resilience of essential • Integrated • Strong balance sheet • Combining science and • Geographical and services makeup manufacturing • Prudent capita
Slide 19: Conclusion
CONCLUSION Agile and resilient response to COVID 1 and a turbulent business environment 2 Sustainable delivery of strategy 3 Focused on long term value creation Omnia is well positioned for growth laying the foundation for increased shareholder returns Track record of resilience Critical role in foo
Slide 20: Thank You
THANK YOU Agriculture Mining Chemicals PROTECTING LIFE | SUSTAINING LIVELIHOODS | CREATING A BETTER WORLD