Rlf Agtech Ltd · ASX:RLF
Rlf Agtech — Investor Presentation (March 2023)
29 slides from Rlf Agtech's investor presentation, Mar 20, 2023
Slide 1: Growth and Market Opportunities
For personal use only WORLD NEED BY 2050 According to an article published by McKinsey & Co (July 2015): "Food and agribusiness have a massive economic, social and environmental footprint. The US$5 trillion industry represents 10% of global consumer spending, 40% of employment, and 30% of greenhouse
Slide 2: Executive Director quote
For personal use only “We are pleased to share our current progress and plans with you. It’s the continuation of RLF AgTech’s incredible journey to show that Australian ag-tech can make a huge difference towards solving serious global issues.” Gavin Ball, Executive Director 2
Slide 3: Introduction and Ambitions
EXTRACT: FAO UN 2023. INTRODUCTION This is an exciting time for the Company and its Shareholders, and has come about because of the knowledge and expertise of its management and staff, the experience of operating within the agri-business environment and the excellent progress of the business over re
Slide 4: The Positive Social Impact of RLF
THE POSITIVE SOCIAL RLF SOLUTIONS IMPACT OF RLF DEAL WITH TODAY’S ISSUES For personal use only RLF AgTech products have outcomes that support solutions to the five strategic 2030 goals set by the FAO. HOW Greater yields and increased nutritional value ACHIEVED ✓ RLF AgTech combines plant science wit
Slide 5: RLF AgTech Products
RLF AGTECH PRODUCTS For personal use only SATISFYING FARMER NEEDS ▪ Results Count (achieving yield and quality) ▪ Fitting In with existing on-farm practices ▪ Packaging suited to market ▪ Providing practical agronomic benefits relevant to farmer need QUALITY ASSURED ISO 9001 Quality Assured since 19
Slide 6: RLF Product Technology Gets Reliable Results
RLF PRODUCT TECHNOLOGY GETS RELIABLE RESULTS INCREASE IN YIELD AND HIGHER QUALITY PRODUCE (IMPROVED FARMER RETURNS) THAT IS EASY TO SEE For personal use only CONTROL RLF-TREATED CONTROL RLF-TREATED CONTROL RLF-TREATED CONTROL RLF-TREATED CONTROL RLF-TREATED CONTROL RLF-TREATED RELIABLE RESULTS MEAN
Slide 7: Drivers of Growth
DRIVERS OF GROWTH For personal use only NEW MARKET GROWTH PRODUCT GROWTH RLF CARBON ▪ Expansion into new markets in South East Asia, India, North and South America and eventually ▪ Revenue from sale of RLF AgTech Products ▪ Release More Products (80+) other countries. ▪ Revenue from share of ▪ Devel
Slide 8: CEO (Asia) quote
For personal use only “At RLF, we continue to expand our knowledge in crop nutrition technology to enrich our product offering to further improve the quality of food and integration into sustainable farming practices.” Dr Mike Lu CEO (Asia) 8
Slide 9: What are we doing to increase sales?
MARKETS CONTINUING TO GROW IN CHINA ▪ Managed by Dr Mike Lu (China-based) EXPANDING SOUTH-EAST ASIA SO, WHAT ARE WE DOING TO INCREASE SALES? For personal use only ▪ Managed by Gavin Ball (Australia-based) We are focused on expanding sales revenue in each existing market and achieving fast pathway re
Slide 10: What we are doing in Asia
ASIA Revenue Generating China For personal use only WHAT WE ARE DOING IN ASIA Vietnam Cambodia Distributors RLF AgTech : Philippines ▪ knows China and knows the Asia farmer practices ▪ has distribution in place and is always actively expanding Malaysia ▪ has an accomplished track record of product r
Slide 11: China Focus
CHINA FOCUS RLF AgTech’s continued priority is on the existing China manufacturing and distribution business, which is operating successfully in the biggest market in the world. We have achieved incredible success in breaking into this market, and now with China’s COVID-Zero Policy behind them, we c
Slide 12: Vietnam
VIETNAM Vietnam is a vibrant and exciting agricultural marketplace with outstanding potential. RLF AgTech: For personal use only ▪ has a Country Manager in place ▪ has established corporate status with a Representative Office now completed ▪ is currently recruiting more sales and support staff ▪ has
Slide 13: Cambodia and Malaysia
CAMBODIA OUR AIM Cambodia is a small market with great potential for the sale of RLF AgTech products to make a real and positive difference to the country. $2m to $5m pa RLF AgTech: Over next 7-10 years For personal use only ▪ has an existing Distributor Partnership with products in the market ▪ has
Slide 14: Thailand and Philippines
THAILAND OUR AIM Thailand is a big regional marketplace that dominates the immediate region. Its agricultural industry is highly respected and looked up to by its neighbours. $6m to $8m pa RLF AgTech: Over next 7-10 years For personal use only ▪ looking to establish new distribution partners by buil
Slide 15: Indonesia. A market to be solved.
INDONESIA. A MARKET TO BE SOLVED. Indonesia is an important market, but it has historical problems that have made it difficult to introduce foliar- For personal use only applied products to the country, mainly because of the subsidisation of locally-produced NPK granular. Farmer practices are still
Slide 16: Other Asia Prospects
OTHER ASIA PROSPECTS For personal use only Taking a Priorities and Progressive Approach… …but still more to achieve! RLF AgTech has established a Prospective Schedule of Market Opportunity, taking into consideration the broad range of factors that may influence this order, such as distribution oppor
Slide 17: India: Bigger than China
INDIA BIGGER THAN CHINA For personal use only INVESTIGATING STRATEGY UNDERWAY RLF AgTech has started investigating strategies for entering the India market. They include: ▪ Acquisition of existing Ag-related complementary businesses to grow revenues through aggregation and expansion (sales of RLF Ag
Slide 18: Americas: North America
AMERICAS NORTH AMERICA For personal use only Vital Markets for RLF AgTech ▪ Opportunity for Product Sales is massive INTO Global #3 ▪ Exposure into these markets brings credibility and potentially access to investment and interest from the North American financial markets – USA, including carbon mar
Slide 19: Americas: South America
AMERICAS SOUTH AMERICA For personal use only Big Markets for RLF AgTech ▪ Opportunity for Product Sales is substantial into Global #4 ▪ This region is an important market in global agriculture today, as many underdeveloped emerging markets are still to achieve their substantial potential ▪ Careful a
Slide 20: Rest of the World
REST OF THE WORLD For personal use only Rest of Asia 9% World 60% 22% 13% IMPORTANT IN THE FUTURE ▪ Currently no primary focus or resources are committed to these markets ▪ They represent future opportunity for RLF AgTech ▪ We will action when the time is considered right, and Americas resources are
Slide 21: Expanding Based on Size of Markets
EXPANDING BASED ON SIZE OF MARKETS CURRENT MARKET EXPANSION PLANS MARKET SIZE RLF market expansion plans are consistent with the 29% 18% 13% 9% 6% For personal use only ranking of the market size potential. China SE Asia India North America South America Expansion strategy matches. Value (US$) Crop
Slide 22: Mission quote
For personal use only “Our mission is sales growth and by achieving this – we also help the world achieve better, more efficient and healthier crop nutrition, plus increase the sequestration of CO2 into the soil.” Gavin Ball, Executive Director 22
Slide 23: Growth Through Acquisition
AQUISITION GROWTH THROUGH ACQUISITION For personal use only One of RLF AgTech’s strategies is to achieve accelerated growth through acquisition. The acquisition of businesses needs to meet the Company’s criteria, which include factors such as: ▪ business-type being agricultural products manufacture
Slide 24: Managing Director quote on carbon credits
For personal use only “We aim to provide Australian Farmers with the tools to unlock and earn Carbon Credits by using RLF’s system to sequester CO2 into the soil and to achieve this without disruption to current farm practices.” Ken Hancock, Managing Director & CEO (Global) 24
Slide 25: RLF Carbon: Revenue Growth
CARBON WHAT RLF CARBON CAN DO FOR REVENUE GROWTH For personal use only RLF Carbon commercialisation has potential revenue growth benefits for the Company. The Company has recently appointed specialist Raj Aggarwal to the Company with the aim of accelerating the commercialisation of the Company’s Car
Slide 26: Thank you
For personal use only Thank you. Approved for Release by the Board of RLF AgTech. ww.rlfagtech.com 26
Slide 27: Disclaimer
DISCLAIMER For personal use only The purpose of this presentation is to provide This presentation contains certain statements which This presentation is presented for informational general information about RLF AgTech Ltd may constitute “forward‐looking statements”. Such purposes only. It is not int
Slide 28: Annexures
For personal use only ANNEXURES 28
Slide 29: Product Range
PRODUCT RANGE EVERY CROP TYPE IN ANY ENVIRONMENT OR SOIL TYPE CAN BE COVERED BY RLF AGTECH Seed Priming Crop-Specific Foliar Foliar NPK Foliar Fertigation/ KING Veridium Seed Primer Canola Plus AcetaK25 PowerN26 Furrow Injection Product Range For personal use only BSN Superstrike Cereal Plus Zinc Bo