Icl Group Ltd. · TASE:ICL
Icl — Investor Day (September 2020)
29 slides from Icl's investor day presentation, Sep 23, 2020
Slide 1: Steven Valencsin, Founder and CEO
STEVEN VALENCSIN Founder and CEO
Slide 2: Important Legal Notes
Important LegalNotes Disclaimer and Safe Harbor for Forward-Looking Statements The information contained herein in this presentation or delivered or to be delivered to you during our presentation does not constitute an offer, expressed or implied, or a recommendation to do any transaction in ICL Gro
Slide 3: Slide 3
Slide 4: Slide 4
Slide 5: Slide 5
Slide 6: Farmers don't want disruption, even if it would benefit them
Farmers don’t want “disruption” - even if it would benefit them
Slide 7: For data to be relevant to farmers it must be timely, applicable, add value
For data to be relevant to farmers – it must be: • Timely • Applicable • Add value
Slide 8: We Build Products for the Farmers
We Build Products for the Farmers Trusted Advisors
Slide 9: Sales Tool, Agronomy Tool, Beta Version 2017-2020
Acquired by Sales Tool Agronomy Tool Beta Version 2017 2018 2019 2020
Slide 10: Growers' Platform
Growers’.Platform
Slide 11: Growers
a) Growers
Slide 12: Industry leader precision ag software platform
INDUSTRY LEADER Precision ag software platform to plan, prescribe, and grow smarter
Slide 13: Data sent to cloud, analyzed, prescription applied by tractor
Data sent to cloud and analyzed Lab analyzes Agronomist & data farmer approve prescription Tractor applies exact chemicals in the exact location soil
Slide 14: Data attributes: key value and key data collected
Data attributes KEY VALUE KEY DATA COLLECTED -Zero data entry -Fast execution -Accuracy -Robust data acquisition
Slide 15: Collaboration with farmers, collaboration with everyone
Collaboration with farmers Collaboration with everyone Insurance Agent Fertilizer Dealer Seed Dealer Land Owner Banker
Slide 16: Farmer adoption; 50 million acres flex footprint by 2025
10% 85% Farmer adoption Farmer adoption Year 1 Year 2 BY LEVERAGING ICL’S GLOBAL ECOSYSTEM, WE ARE TARGETGING A FLEX FOOTPRINT OF 50 MILLION ACRES BY 2025
Slide 17: New product category: supercharged ag retail sales engine
NEW PRODUCT CATEGORY (GRM) Supercharged ag retail sales engine
Slide 18: Displaces legacy software, virtual selling, farmer buying visibility
KEY VALUE KEY DATA COLLECTED -Displaces legacy software -Virtual selling -Visibility into farmer buying behaviors
Slide 19: Transaction flow 2020, 2022, 2025
$ 1B $ 8B $ 40B Transaction flow Transaction flow Transaction flow 2020 2022 2025
Slide 20: Enable supply chain traceability with complete detail
Consumers & retailers Scan product Food processors Shipping Company Enable supply chain traceability with complete Farmer detail Ag Retailer Input mfg Farmer
Slide 21: Big data, leveraged to utilize scalable insights
Big data, leveraged to utilize scalable insights
Slide 22: Partners by 2025
rowers: JP PURDUE 150: an Partners by 2025 AWS ,¢NETAFIM ~ =] é GROW MORE WITHLESS gu, POLTAS TFclimacell CHINA AGRICULTURAL UNIVERSITY INTERNATIONAL AICI POTASH INSTITUTE
Slide 23: A Symbiotic Business Strategy
A Symbiotic Business Farmers Strategy Ag Retailers Agronomists Data <> Value Cycle Farmers University’s Food Co. Private sector NGO’s Government Insurance
Slide 24: Looking Forward
Looking Forward
Slide 25: 1% of Global Agriculture within the Growers Platform
1% of Global Agriculture within the Growers Platform 2030 50M Acres 2025 Today
Slide 26: ICL
AICL
Slide 27: ICL Growers
AICL Growers’
Slide 28: Technology created for the farmer changes everything
Technology created for the farmer changes everything
Slide 29: Thank You
Thank You