Imperial Logistics — Investor Day (October 2012)
11 slides from Imperial Logistics's investor day presentation, Oct 3, 2012
Slide 1: Africa Investor Day 3 October 2012
Africa Investor Day 3 October 2012
Slide 2: Footprint Development
Footprint Development Morocco Tunisia Algeria Libya Egypt Mauritania Mali Niger Chad Burkina Sudan Guinea Faso Benin Nigeria Cote Central Ethiopia D’IvoireGhana African Republic Somalia Uganda Gabon Kenya DRC Tanzania Angola Malawi Zambia Zimbabwe Namibia Botswana Cross Border Services Swazi- Market
Slide 3: Footprint Development
Footprint Development Morocco Tunisia Algeria Libya Egypt Mauritania Mali Niger Chad Burkina Sudan Guinea Faso Benin Nigeria Cote Central Ethiopia D’IvoireGhana African Republic Somalia Uganda Gabon Kenya DRC Tanzania RTT Angola Malawi Zambia Zimbabwe Namibia Botswana Cross Border Services Swazi- Ma
Slide 4: Key Corridors and Routes
Key Corridors and Routes • Foundation Expand Tunisia • Corridor Development Morocco • End to End Ownership Algeria Libya Egypt Mauritania Mali Niger Chad Burkina Sudan Guinea Faso Benin Nigeria Cote Central Ethiopia D’IvoireGhana African Republic Somalia Uganda Gabon Kenya DRC Tanzania Angola Malawi
Slide 5: Africa Offering End to End
Africa Offering End to End Traders Street (Shop) Traders Secondary Retail Secondary Mining/Farming Traders Mobile Manufacturing Traders Street Traders Main Distribution Retail Main Wholesale Potential Imperial Customers with current service offering Logistics/Transport Imperial Africa Unique Value P
Slide 6: Risks
Risks • Tobacco legislation and the impact on basket offerings within market • Food price shocks against backdrop of increased staple prices due to droughts in different parts of world • High inflation in some markets and superficial low inflation in other markets due to government subsidies • Incre
Slide 7: Challenges
Challenges • Paved road density in most of African territories very low, especially for secondary distribution • Basic infrastructure such as constant power still lagging behind development • Border delays and red tape inflating cost of doing business and goods/service velocity • Africa is a huge co
Slide 8: Opportunities
Opportunities • Intra-African trade • African manufacturers and exports to regional countries • Focus of multi-nationals on African Continent and need for logistics and distribution services • Unique and comprehensive offering that ILAD can offer to Brands/Manufacturers and Distributors due to Logis
Slide 9: Acquisition Hurdles
Acquisition Hurdles High price expectations Cost of funding Taxation Governance Legislation complexities Risk vs. Returns Shareholder return expectations Forex/Exchange rate risks Management time Limited suitable opportunities Cultural fit and Africanisation
Slide 10: Resources Invested
Resources Invested Fleet of 413 vehicles Direct employment 4,286 Investments: R1 billion
Slide 11: Questions?
Questions? FAST MOVING — FORWARD THINKING » IMPERIAL LOGISTICS