Origin Agritech Limited · NASDAQ:SEED
Origin Agritech — Investor Presentation (June 2015)
22 slides from Origin Agritech's investor presentation, Jun 15, 2015
Slide 1: Origin Agritech Limited Investor Presentation June 2015
Origin Agritech Limited (NASDAQ GS: SEED) Investor Presentation June 2015
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation may contain forward - looking statements. All forward - looking statements included in this presentation are based on information available to us on the date hereof. These statements involve known and unknown risks, uncertainties and other factors, which may c
Slide 3: Outline
» New Origin Agritech » State Harvest A globally focused seed biotech and breeding company » Beijing Origin Seed A domestic seed production and distribution company » Management Team » Accolades » Company Background Outline
Slide 4: Origin Agritech has transformed into a leading biotechnology seed company
Origin Agritech has transformed into a leading biotechnology seed company and ready to take off First private seed company in China 1997 – 2005 Startup and Growing Transition period from traditional seed company to biotech seed development company 2006 – 2015 Transition Stage New Origin Agritech 201
Slide 5: New Origin Agritech: State Harvest and Beijing Origin Seed
A globally focused seed biotech and breeding company A domestic seed production and distribution company Beijing Origin Seed State Harvest New Origin Agritech New Origin Agritech
Slide 6: New Origin Agritech investment highlights
» Ready to realize value of State Harvest’s GMO technologies Commercialization in China (40 Million ha of corn planting) + global opportunities (180 Million ha GMO global adoption) » Unlocked financial value of Beijing Origin Seed EBITDA in the range of RMB100 Million with strong growth potentials »
Slide 7: State Harvest – Biotech Potential
State Harvest – Biotech Potential » Food demand, especially the consumption of animal protein, is increasing fast in China. » Chinese government has invested several billions of RMB in GMO research in order to increase future crop yield. » State Harvest has invested over RMB300 million since 2005, m
Slide 8: State Harvest – Biotech Pipelines
Traits PHASE1 PHASE2 PHASE3 PHASE4 PHASE5 Corn Hybrid + GMO Commercialization Laboratory Research Intermediate Test Environment Release Test Production Test Safety Certificate Variety Production Test Variety Safety Certificate Variety Approval Phytase Glyphosate Tolerance (GT) Double stack GT+Bt Tri
Slide 9: State Harvest – Biotech Domestic Opportunities
State Harvest – Biotech Domestic Opportunities » 12/2013: In his talk on GMO, Chinese president Xi Jinping backed China’s development of GMO crops. He stressed the need for safety and support of domestic technologies. » 10/2014: Chinese government, including MOA and government controlled TV stations
Slide 10: State Harvest – Biotech Global Opportunities
State Harvest – Biotech Global Opportunities » Our glyphosate tolerance and the stacked traits of glyphosate tolerance/insect resistance have shown promising results in field tests against the current GMO technologies. » As the demand for phytase in global feed industry is increasing, our phytase tr
Slide 11: State Harvest – Advantage in Breeding and Germplasm
State Harvest – Advantage in Breeding and Germplasm » Advanced Breeding Technologies : Over the last several years, Origin has been focusing on advanced breeding technologies, including Mo lecular Markers Assisted Breeding and Doubled Haploids technologies. » State - of - the - Art Breeding Capabili
Slide 12: Hybrid Corns Registration and Approval
State Harvest – Advantage in breeding and germplasm Year Pre - Registration Trial Registration Trial 1 Registration Trial 2 Field Demo Registration Trial 2 + Field Demo Approved 2011 72 16 5 5 4 0 2012 33 18 5 5 3 3 2013 44 12 3 6 2 7 2014 18 6 3 5 3 8 2015 13 27 4 3 N/A 7 Hybrid Corns Registration
Slide 13: Beijing Origin Seed – unlock the financial potential
Beijing Origin Seed – unlock the financial potential » Beijing Origin Seed will focus on seed production and distribution in China » Currently, over 85% of Beijing Origin Seed business is the hybrid corn seed production and distribution. After recent restructuring, SG&A costs have declined significa
Slide 14: State-of-the-art Production and Conditioning Plants
State - of - art Production and Conditioning Plants Origin Agritech has two main production and conditioning bases in Gansu and Xinjiang provinces. The state - of - art Xinjiang plant is now the largest single corn conditioning line in Asia. Along with partners, this facility utilizes complete autom
Slide 15: Distribution Channel Innovations
» Origin is a leading seed company with nation - wide distribution network and innovative ideas. Recent innovations include: x Cell - phone based ordering and sales management systems x On - line sales and marketing with offline logistics and customer services x Direct marketing to the farmers, espe
Slide 16: Beijing Origin Seed – Rich product lines
» Broad Product Lines : Origin corn seed business has one of the broadest corn seed offerings in China with varieties approved for all major corn planting regions. » New Product Introductions : Over the company history of 18 years, Origin has successfully introduced 97 new corn seed varieties across
Slide 17: Management Team
» Dr. Gengchen Han, Founder, Chairman & CEO x 20+ years of experience in research and development of hybrid seed products, particularly corn seed x Worked at a multinational agribusiness company and International Maize and Wheat Improvement Center (CIMMYT ) x Ph.D. in plant breeding & cytogenetics f
Slide 18: Major Accolades
» 2007: Rated as “Asia’s Top 200 Small and Medium Sized Public Companies” by Forbes Magazine » 2009: Received the Bio - Safety Certificate for the world’s first transgenic phytase corn seed from the Chinese Ministry of Ag » 2010: Rated as “Key Domestic Industrial Agriculture Enterprise” by MOA, NDRC
Slide 19: Company Background
» Founded in Beijing in 1997 » First private seed company in China » Leading corn seed biotechnology research in China x Started GMO research programs in 2002. x In 2005, established the “Origin Life Science Research Center”, the first agri - biotech research center in China. x In 2009, the first to
Slide 20: Company Background Milestones
Built an R&D center in Tongzhou, Beijing ▪ 2001 ▪ 2002 Started GMO research ▪ 1997 Startup of Origin Agritech Listed on NASDAQ; Established Origin Life Science Research Center Received Bio - safety Certificate for phytase transgenic corn Started the state - of - the - art Xinjiang Plant 2012 Receive
Slide 21: Company Background
a Company Background
Slide 22: Thank You
Thank You