Inghams Group Ltd. · ASX:ING
Inghams — Bell Potter Home Grown Conference 2021
13 slides from Inghams's conference presentation, Sep 16, 2021
Slide 1: ASX Release: Bell Potter Home Grown Conference 2021
ASX Release 16 September 2021 Inghams Group Limited (ASX: ING, Ingham’s) For personal use only Bell Potter Home Grown Conference 2021 Ingham’s Group Limited (ASX: ING) releases the attached presentation to be presented virtually at the Bell Potter Home Grown Conference today. This announcement has b
Slide 2: Bell Potter Home Grown Agriculture Conference 2021
For personal use only INGHAMS GROUP LIMITED Bell Potter Home Grown Agriculture Conference 2021 16 SEPTEMBER 2021
Slide 3: Important notice and disclaimer
For personal use only Important notice and disclaimer The material in this presentation is general background information about the activities of Inghams Group Limited (Ingham’s) and its subsidiaries (Ingham’s Group), and is current at the date of this presentation, unless otherwise noted. It is inf
Slide 4: Well diversified AU/NZ network
For personal use only WELL DIVERSIFIED AU/NZ NETWORK § Inghams is one of the largest integrated protein producers across Australia and New Zealand § Provides chicken, turkey and plant-based protein products to major retail, quick service restaurants, foodservice distributors and wholesalers § Long-s
Slide 5: Vertically integrated operating model
For personal use only VERTICALLY INTEGRATED OPERATING MODEL § Enables us to create value and realise efficiencies across a highly complex and large-scale supply chain § Balance and operational excellence are key to margin capture § Cost, capability and complexity create sustainable barriers to entry
Slide 6: FY21 Highlights
FY21 HIGHLIGHTS Strong results and contribution from Optimising the Core strategy, with growth in key earnings metrics For personal use only backed by a strong balance sheet Strong financial results Statutory EBITDA of $443.9M Statutory NPAT of $83.3M Total dividends of 16.5 cps Up 14.5% Up 107.7% U
Slide 7: Capital management
For personal use only CAPITAL MANAGEMENT Cashflow from operations less lease payments of $207.2M. Cashflow from Cashflow from strategic Cashflow from interest and Cash conversion ratio of 102.2% due to working capital operations activities tax management and strong trading results Strong cash genera
Slide 8: Progress on our strategy
PROGRESS ON OUR STRATEGY Key focus on embedding strong foundations to support future growth opportunities For personal use only STRATEGIC PILLARS ACHIEVEMENTS IN DELIVERY OF STRATEGY § Continuous improvement culture delivering improved effectiveness and capacity to lower costs, enhance yield, delive
Slide 9: External feed market observations
EXTERNAL FEED MARKET OBSERVATIONS Wheat pricing holding firm in 2H FY21 while soymeal prices have eased slightly but remain above historical levels For personal use only - Delivered feed cost contains cereal grains, protein meals, vitamins and minerals. Feed cost also includes transport and milling
Slide 10: Sustainability
SUSTAINABILITY Core to our strategy and underpins our future initiatives For personal use only § Our measures of GHG emissions, water usage and landfill waste generation have all improved year on year This year we set our 2030 Planet targets including our commitment to set Science Based Targets (SBT
Slide 11: Evolving our strategy
EVOLVING OUR STRATEGY Elevating our focus on brand, product and customer For personal use only § Undertaking a review of the strategic priorities - Identify opportunities to leverage and evolve current activities - Optimise the Core delivering significant benefits with a meaningful pipeline of proje
Slide 12: Summary
For personal use only SUMMARY § Solid financial results achieved in FY21 and strong balance sheet position § Consumer behaviour affected in the near-term by current lockdowns and restrictions § Volumes expected to show continued growth with new business across various channels § Focus on securing gr
Slide 13: Ingham's - Nourish: Our World
ou INGHAM’S Nourish: Our World 12
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