Ag Growth International Inc. · TSX:AFN

Ag Growth International — Shareholder Meeting (June 2017)

27 slides from Ag Growth International's shareholder meeting presentation, June 2017

  1. Slide 1: Field to Consumer 2017

    FIELDTO FIELD TO CONSUMER CONSUMER 2017

  2. Slide 2: AGI Strategy

    AGI STRATEGY FIELD TO CONSUMER 2

  3. Slide 3: Brands, Map & Timeline

    WESTEEL® BATCOR REME WESTFIELD WHEATHEART™ AGIZ WESTEEL™ e ja® WESTEEL™ enancuanna — “UVISION= eae B TWISTER WESTEEL™ . vise . MMs * UNIONIRON® YARGUS™ MMS ENTRINGER™ - MAP & TIMELINE - manor LEGEND ®@ e

  4. Slide 4: Field to Consumer

    FIELD TO CONSUMER FIELD TO CONSUMER 4

  5. Slide 5: Demand Drivers

    DEMAND DRIVERS FOOD PROCESSING GRAIN VOLUME FEED WEATHER COMMODITY SEED PRICES REGIONAL WEATHER GRAIN VOLUME FERTILIZER FARM GLOBAL COMMERCIAL INFRASTRUCTURE GEOGRAPHY FIELD TO CONSUMER 5

  6. Slide 6: Field to Consumer

    PROCESSOR FIELD TO CONSUMER FERTILIZER EXPORT PORT

  7. Slide 7: Lean in Practice

    LEAN IN PRACTICE FIELD TO CONSUMER 7

  8. Slide 8: Lean in Practice: 40% Reduction

    LEAN IN PRACTICE 40% REDUCTION FIELD TO CONSUMER 8

  9. Slide 9: Financials

    FINANCIALS

  10. Slide 10: Annual Trade Sales and Adjusted EBITDA

    $900 $800 $700 $600 ANNUAL $500 TRADE SALES $400 $794 (In C$ Millions) $300 $547 $439 $200 $358 $410 $301 $315 $100 $- 2011 2012 2013 2014 2015 2016 2017 Analyst Consensus $140 $120 $100 ANNUAL $80 ADJUSTED EBITDA $60 $131 (In C$ Millions) $100.4 $40 $78.2 $73.3 $64.3 $53.3 $49.5 $20 $- 2011 2012 20

  11. Slide 11: Q1 Trade Sales and Adjusted EBITDA

    $180 $160 $140 $120 Q1 $100 TRADE SALES $80 $154.7 (In C$ Millions) $60 $113.7 $40 $78.5 $86.6 $65.5 $53.4 $20 $0 2012 2013 2014 2015 2016 2017 $30 25% $25 20% 19% 17% 20% $20 18% 17% Q1 15% $15 14% ADJUSTED EBITDA $25.7 10% (In C$ Millions) $10 $19.8 $17.3 $14.0 $5 $12.2 5% $7.5 $0 0% 2012 2013 201

  12. Slide 12: International Commercial Sales

    INTERNATIONAL COMMERCIAL § International Sales (ex-acquisitions) were weak in 2016, primarily due to delays in large commercial grain storage and handling projects § Activity in this area has improved in 2017, and is expected to return to more normalized levels in 2017-2018 $120,000 $100,000 $92,491

  13. Slide 13: Performance Since IPO

    PERFORMANCE SINCE IPO (net of $338M in dividends) FIELD TO CONSUMER 13

  14. Slide 14: 20 Years of Sales

    20 YEARS OF SALES 1997 – 2016 $600 $547 $500 $439 $410 $400 $358 $315 $301 $300 $262 $237 $199 $200 $131 $84 $100 $82 $60 $63 $55 $57 $35 $12 $4 $11 $0 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 FIELD TO CONSUMER 14

  15. Slide 15: Global Industries

    Wl TENTH Wh GLOBAL ; INDUSTRIES

  16. Slide 16: Global Industries Snapshot

    GLOBAL INDUSTRIES SNAPSHOT FIELD TO CONSUMER 16

  17. Slide 17: Financial Highlights: Average EBITDA

    FINANCIAL HIGHLIGHTS AVERAGE EBITDA (USD Millions) $18 $17.0 $16 27% $14 $11.5 $12 $10 73% $8 $6 $4 $2 Domestic Sales International Sales $0 2011-2014 2014-2016 FIELD TO CONSUMER 17

  18. Slide 18: Hutchinson

    l Hutchinson 4 \§ 5 Y

  19. Slide 19: Corn Acres in Western Canada

    CORN ACRES IN WESTERN CANADA 600,000 500,000 400,000 300,000 200,000 100,000 0 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017F FIELD TO CONSUMER 19

  20. Slide 20: Fertilizer & Material Handling

    FERTILIZER & MATERIAL HANDLING

  21. Slide 21: Global Nutrient (N,P,K) Consumption

    GLOBAL NUTRIENT (N,P,K) CONSUMPTION Source: FAO, UN FIELD TO CONSUMER 21

  22. Slide 22: Fertilizer & Material Handling

    FERTILIZER & MATERIAL HANDLING § New growth platform and end- market diversification § Growth primarily driven by the expansion or upgrading of: § Retail agriculture distribution facilities § Grain, oilseed, feed, and food processing facilities FIELD TO CONSUMER 22

  23. Slide 23: AGI Brasil

    AGI BRASIL

  24. Slide 24: Brasil Snapshot

    BRASIL SNAPSHOT FIELD TO CONSUMER 24

  25. Slide 25: AGI Brasil Update

    AGI BRASIL UPDATE § Commission H2 2017 § Technology Transfer Underway § Produce all AGI Commercial & Farm Products § Investment in Sales Team FIELD TO CONSUMER 25

  26. Slide 26: Outlook

    AGI£= OUTLOOK Canadian Farm Market US Farm Market Crop Volumes Outlook: Robust Outlook: Signs of Recovery Outlook: Long Term Growth North American Commercial Business International Commercial Business Outlook: Stable Outlook: Strengthening FIELD TO CONSUMER 26

  27. Slide 27: Growth Drivers

    GROWTH DRIVERS FIELD TO CONSUMER 27

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