Glanbia PLC · EURONEXT:GL9
Glanbia — Investor Day (2013)
13 slides from Glanbia's investor day presentation, Dec 28, 2013
Slide 1: Global Ingredients Customised Premix Solutions
Global Ingredients Customised Premix Solutions Raimund C. Hoenes Chief Executive Officer
Slide 2: Welcome to Customised Premix Solutions
WELCOME TO CUSTOMISED PREMIX SOLUTIONS + distributor of vitamins, minerals and speciality ingredients Carlsbad production facility, California GLOBAL INGREDIENTS CUSTOMISED PREMIX SOLUTIONS 2 2012 Full Year Results
Slide 3: What Are Premixes?
WHAT ARE PREMIXES? • Dry or liquid custom blends of a wide array of nutritional ingredients: Vitamins Minerals Amino Acids Nucleotides Nutraceuticals Other Micronutrients • Provide a food product’s nutritional content • Increase economic value through enhanced nutritional value • Customi
Slide 4: Premix Applications
PREMIX APPLICATIONS • Infant nutrition • Clinical nutrition • Beverages • Cereals & snacks • Dairy products • Bakery & confectionery • Nutraceuticals • Supplements • Dietary products • Soups & sauces • Sports nutrition and many more.... GLOBAL INGREDIENTS CUSTOMISED PREMIX SOLUTIONS 4 2012 Full Year
Slide 5: Benefits of Using a Premix
BENEFITS OF USING A PREMIX OPERATIONAL EFFICIENCIES ACCESS TO EXPERTISE Reduced ingredient inventories Ingredients and their applications Reduced quality control costs Interactions between different micronutrients Reduced supply chain complexity Custom design formulations with Shorter
Slide 6: Global Premix Market
GLOBAL PREMIX MARKET • $1 billion market DSM • Growing on circa 5% per annum; expected to be similar over the next 3 to 5 years • 2012 DSM and Fortitech merger has created very Glanbia #2 albeit well behind DSM. Long tail thereafter significant market leader dominated by regionally focused operators
Slide 7: Market Growth Drivers
MARKET GROWTH DRIVERS END PRODUCTS EMERGING MARKETS HEALTH AND WELLNESS Wide range of end Expanding middle class, Increasing demand for products with differing particularly in Asia, with more nutritional food growth profiles demand for nutrition value/density GLOBAL INGREDIENTS CUSTOMISED PREM
Slide 8: Leading Global Customers
LEADING GLOBAL CUSTOMERS • Deep relationship and track record key • High switching costs • Typically multi-supplier strategy • Our competitive strengths include: Customer service Local and multi-national food and beverage manufacturers Global capabilities Quality and reliability Technical in
Slide 9: Strategic Global Footprint
STRATEGIC GLOBAL FOOTPRINT ASPAC • Production facility Suzhou (near Shanghai) • Over 60 employees NORTH AMERICA & LATAM • Dry and liquid blending • Primary facility San Diego, California • Secondary facility Springfield, Missouri • Over 200 employees • Dry blending EMEA • Production facility Orsinge
Slide 10: Behaving as One Global Business
BEHAVING AS ONE GLOBAL BUSINESS Seamless Regional Global customer harmonisation management experience GLOBAL INGREDIENTS CUSTOMISED PREMIX SOLUTIONS 10 2012 Full Year Results
Slide 11: Other Competitive Strengths
OTHER COMPETITIVE STRENGTHS QUALITY PROGRAM TECHNICAL EXPERTISE TRANSPARENCY • Fully-Integrated QMS • Global sourcing • Commitment to creating • SAP • High quality ingredients fair and transparent value for both parties • Recipe development system • In-house proprietary quality testing methods • Cle
Slide 12: Ingredient Distribution Service
INGREDIENT DISTRIBUTION SERVICE • Distributor of bulk fine ingredients primarily within the North American market • Industry leader for over 30 years in the USA STRONG PARTNERSHIPS INGREDIENTS INDUSTRIES Vitamins Food & Minerals beverage Amino acids Supplements & human health Speciality
Slide 13: Strategic Growth Framework
STRATEGIC GROWTH FRAMEWORK Nurture and Attract and Extend Grow the Invest in protect our key cultivate geographic reach addressable competitive customers new customers and coverage market business assets MAINTAIN THE HIGHEST LEVELS OF RESPONSIVENESS, FLEXIBILITY, SERVICE & QUALITY LEVERAGE OUR GLOBA