Graincorp Limited Class A · ASX:GNC

Graincorp Limited Class A — Bell Potter 'Home Grown' Agriculture Conference 2021

18 slides from Graincorp Limited Class A's conference presentation, Sep 16, 2021

  1. Slide 1: ASX cover letter: Presentation to Bell Potter Conference

    For personal use only 16 September 2021 The Manager, Companies Australian Securities Exchange Companies Announcement Centre 20 Bridge Street SYDNEY NSW 2000 Dear Sir/Madam, GrainCorp Limited – Presentation to Bell Potter ‘Home Grown’ Agriculture Conference Please see attached the presentation to be

  2. Slide 2: Sustainable & Innovative Agriculture

    For personal use only GrainCorp Limited Sustainable & Innovative Agriculture Bell Potter ‘Home Grown’ conference Robert Spurway, Managing Director & CEO 16 September 2021

  3. Slide 3: Disclaimer

    WORK IN PROGRESS DRAFT Disclaimer For personal use only This presentation includes both information that is historical in character and information that consists of forward looking statements. Forward looking statements are not based on historical facts, but are based on current expectations of futu

  4. Slide 4: GrainCorp at a glance

    WORK IN PROGRESS DRAFT GrainCorp at a glance High quality strategic infrastructure assets servicing customers worldwide For personal use only International: GrainsConnect Canada JV: Global network of offices, originating grain, State-of-the-art grain supply chain connecting pulses and oilseeds from

  5. Slide 5: Agenda

    WORK IN PROGRESS DRAFT Agenda For personal use only  FY21 performance  Outlook  Strategy  Sustainability  Deep dives  Conclusion 4

  6. Slide 6: Outstanding result expected in FY21

    WORK IN PROGRESS DRAFT Outstanding result expected in FY21 For personal use only Proforma underlying EBITDA ($m)4  FY21 guidance (announced 12 August 2021): 310-3305 – $310-330m underlying EBITDA1,3 Proforma EBITDA FY21 guidance range – $125-140m underlying NPAT2,3 127 – Excellent supply chain exec

  7. Slide 7: Favourable conditions continuing

    WORK IN PROGRESS DRAFT Favourable conditions continuing For personal use only  ABARES’ 2021-22 ECA winter crop forecast of ECA winter crop production and 10-year rolling average (mmt)1 26.5mmt1 is well above average 30.0  GrainCorp supporting growers to maximise the opportunity: 25.0 – Recruiting

  8. Slide 8: Our vision: To lead sustainable and innovative agriculture through another century of growth

    Our vision: To lead sustainable and innovative agriculture through For personal use only another century of growth GRAINCORP

  9. Slide 9: Strategy overview

    WORK IN PROGRESS DRAFT Strategy overview For personal use only VISION Lead sustainable and innovative agriculture through another century of growth PURPOSE Proudly connect with customers and rural communities to deliver value through innovation and expertise STRATEGIC Strengthen the core Targeted gr

  10. Slide 10: Sustainability at the centre of our strategy

    WORK IN PROGRESS DRAFT Sustainability at the centre of our strategy For personal use only  Managing impact of climate variability through Crop Strengthen the core Production Contract Lift returns  Refocused approach to Environmental, Social & Governance (ESG) and sustainability Leverage capabiliti

  11. Slide 11: Sustainability at the centre of our strategy

    WORK IN PROGRESS DRAFT Sustainability at the centre of our strategy For personal use only  Alternative protein – developing home-grown Targeted growth opportunities alternative protein, sourcing domestic oilseeds Alternative protein  Digital & AgTech – investing in start-ups that support sustainab

  12. Slide 12: Deep dive: Driving our integrated value chain

    WORK IN PROGRESS DRAFT Deep dive: Driving our integrated value chain For personal use only  GrainCorp is involved in all stages of the fats and oils lifecycle  Our integrated value chain offers world-class quality control, traceability, carbon intensity assessment, and global reach from Australia

  13. Slide 13: Deep dive: Driving our integrated value chain

    WORK IN PROGRESS DRAFT Deep dive: Driving our integrated value chain Benefiting from strong global demand for renewable fuel feedstocks For personal use only  Demand for renewable fuel feedstocks is Global renewable diesel (RD) soaring, driven by a desire for cleaner, more installed capacity best s

  14. Slide 14: Deep dive: alternative protein

    WORK IN PROGRESS DRAFT Deep dive: alternative protein Alternative protein supporting a healthy, secure and sustainable food system for the future For personal use only  Alternative protein playing key role in meeting rising global Global alternative protein demand for protein market size ($US)1  S

  15. Slide 15: Deep dive: digital and AgTech

    WORK IN PROGRESS DRAFT Deep dive: digital and AgTech Partnering with innovative AgTech businesses to address agricultural and environmental challenges For personal use only  Global digital and AgTech market projected to rise substantially between 2020 and 20251  Australian farmers early adopters o

  16. Slide 16: Deep dive: animal nutrition

    WORK IN PROGRESS DRAFT Deep dive: animal nutrition Livestock optimisation and environmental impact driving value-add opportunities for the sector For personal use only  Innovation throughout feeds industry driving positive sustainability outcomes and enhancing animal productivity  Growing global a

  17. Slide 17: Conclusion

    WORK IN PROGRESS DRAFT Conclusion GrainCorp is well placed to advance sustainability across its value chain and build long-term value For personal use only  FY21: outstanding performance, driven by supply chain execution and strong margins  Short-term outlook: preparing for another well above aver

  18. Slide 18: Proudly connecting with customers and rural communities

    For personal use only Proudly connecting with customers and rural communities to deliver www.graincorp.com.au value through innovation and expertise

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