Orica Limited · ASX:ORI
Orica — Itaú BBA Webinar (July 2020)
13 slides from Orica's conference presentation, Jul 14, 2020
Slide 1: Itaú BBA Webinar – Orica
ITAÚ BBA WEBINAR ORICA 14 JULY 2020 ALBERTO CALDERON, MANAGING DIRECTOR AND CEO
Slide 2: Safe, Responsible and Sustainable Business
SAFE, RESPONSIBLE AND SUSTAINABLE BUSINESS Aligned with Orica’s core values We are a responsible operator committed to minimising our environmental impacts and maximising the positives for the communities in which we operate Focus on key ESG themes Significant progress achieved in FY19 Safety is our
Slide 3: Global Leader in Mining and Civil Blasting
GLOBAL LEADER IN MINING AND CIVIL BLASTING Global platform with operations in over 50 countries and presence in 100+ countries NUMBER 1 GLOBAL EXPLOSIVES SUPPLIER Europe, Middle East & Asia North America AN volume AN volume 258k tonnes 559k tonnes EBIT EBIT $33m $95m Revenue Revenue Market share Mar
Slide 4: Mining Services Deemed Essential in Most Geographies
MINING SERVICES DEEMED ESSENTIAL IN MOST GEOGRAPHIES Varying COVID-19 impact across the globe • Mining activity permitted in most countries across the globe: - Limited impact in Australia, USA and the CIS - Latin America, Asia and Africa continue to be impacted - Operations beginning to ramp up in o
Slide 5: Optimal Mix Provides Stability of Earnings Through the Cycle
OPTIMAL MIX PROVIDES STABILITY OF EARNINGS THROUGH THE CYCLE Balanced and diversified business Geographic portfolio By commodity By product/service offering % of 1H20 revenue 1 % of 1H20 revenue1 % of 1H20 revenue 1 9% 3% 2% 16% 8% 16% 24% 34% Thermal Coal AN/ANFO 16% Australia Pacific & Asia 5% 14%
Slide 6: The World Needs Orica's Expertise to Mine Safely and Efficiently
THE WORLD NEEDS ORICA’S EXPERTISE TO MINE SAFELY AND EFFICIENTLY Exposure to mining production provides stability of earnings through the cycle Exploration Site set-up Mining Processing Market Remediate The world will see increased material moved …in increasingly complex settings Global material mov
Slide 7: Unique and Strong Position in the Global Market
UNIQUE AND STRONG POSITION IN THE GLOBAL MARKET High barriers to entry with substantial competitive advantage Scale and efficiency that comes from being the leading supplier of commercial explosives ECONOMIES OF SCALE and blasting systems to the mining and infrastructure markets globally, supported
Slide 8: Digitally Enabled Blasting Remains the Core of Our Technology Strategy
DIGITALLY ENABLED BLASTING REMAINS THE CORE OF OUR TECHNOLOGY STRATEGY Technology leader with clearly defined strategic roadmap Resource Model Drill & Blast Downstream Geosciences Advanced Blasting Services Monitoring & Measurements Design Execute Ore Extraction Solutions (Growth) Blast Management (
Slide 9: Strong Customer Relationships and Engagement
STRONG CUSTOMER RELATIONSHIPS AND ENGAGEMENT Strong global contracted customer profile and growing customer satisfaction • Orica maintains a strong suite of customers, including many of the Global Net Promoter Score (NPS) world’s leading mining companies +16% • Customer contracts typically feature p
Slide 10: Consolidating Orica's Market Position in Latin America
CONSOLIDATING ORICA’S MARKET POSITION IN LATIN AMERICA Strategic acquisition of EXSA ACQUISITION OVERVIEW1 SIGNIFICANT SYNERGIES • In February 2020, announced the acquisition of • By the third full year of ownership we expect to Exsa, a Peruvian-based, leading manufacturer and achieve ~US$18 million
Slide 11: Priorities
PRIORITIES
Slide 12: Orica's Two Engines Leverage Our Global Leadership
ORICA’S TWO ENGINES LEVERAGE OUR GLOBAL LEADERSHIP Industry-leading core products and high-growth new products We have growth in our core, and …accelerating our results faster growth in new products… around the world IMPROVEMENT IN MARKET Mining productivity is becoming even more critical; mining se
Slide 13: Summary: Solid Platform in Place to Deliver Superior Returns
SUMMARY Solid platform in place to deliver superior returns Increasing • [insert] penetration of best-in-class technology TECHNOLOGY solutions and accelerate earnings contribution Continued focus on manufacturing reliability and SKU OPERATING rationalisation • [insert] EFFICIENCY Exsa acquisition en