Ricegrowers Ltd. Class B · ASX:SGLLV
Ricegrowers Ltd. Class B — Morgans Conference 2026
16 slides from Ricegrowers Ltd. Class B's conference presentation, Oct 14, 2026
Slide 1: ASX Announcement
ASX Announcement 14 October 2026 SunRice Group – Investor Presentation Attached is a presentation which SunRice Group Chief Executive Officer, Paul Serra, and Chief Financial Officer, Dimitri Courtelis, will speak at to a series of investor presentations this week. Authorised by Kate Cooper, Group G
Slide 2: 2026 Morgans Conference Presentation
2026 Morgans Conference Presentation
Slide 3: Important notice & disclaimer
2026 Morgans Conference Presentation Important notice & disclaimer This presentation is for information purposes only. This Any person who receives this presentation must seek This presentation should be read in conjunction with other The Board considers that any changes to the Company’s information
Slide 4: Rice at our heart
2026 Morgans Conference Presentation Rice at our heart We bring people together through inspiring and delicious food. Over 75 years, SunRice has grown from a Riverina co - operative into a global food company. 3 3
Slide 5: SunRice is a leading global branded rice food business
2026 Morgans Conference Presentation SunRice is a leading global branded rice food business SunFoods Italy Spain Ricegrowers Ricegrowers California USA Middle East, Japan SunFoods China UAE Hawaii USA Pakistan Aqaba Processing Taiwan Company (APC) India Ricegrowers Jordan Thailand Vietnam Cambodia T
Slide 6: Well positioned brands spanning rice and adjacent categories
2026 Morgans Conference Presentation Well positioned brands spanning rice and adjacent categories, with operating segments aligned to markets and consumers Consumer Packaged Goods Consumer Packaged Goods Bulk Rice and Australia & New Zealand International Animal Feed Always Fresh 5
Slide 7: Around two-thirds of our rice volume is sourced outside Australia
2026 Morgans Conference Presentation Around two -thirds of our rice volume is sourced outside Australia 1 and SunRice continues to diversify sourcing Over 1.5 million paddy tonnes* of demand 4 Milling Markets: with nearly two - thirds sourced internationally Riverina, Australia Lap Vo, Vietnam 963 8
Slide 8: Everyone's favourite rice food company
2026 Morgans Conference Presentation Our Ambition Commercial What Success Strategies Looks Like 2030 Our recipe Everyone’s favourite We have grown our revenue to For success rice food company Core Rice $3 billion+* and expanded margin Meaningfully grow We have become one of ANZ rice business Austral
Slide 9: Our 2030 strategy pillars have active initiatives
2026 Morgans Conference Presentation Our 2030 strategy pillars have active initiatives, across Core Rice and Adjacent Portfolios Core Rice Adjacent Portfolios Meaningfully Significantly Deepen our Maintain a Drive our non - rice grow ANZ expand Middle position in long - term viable portfolio to its
Slide 10: FY26 Performance: Maintaining margin and lifting after tax profitability
2026 Morgans Conference Presentation FY26 FY25 FY26 Performance 1 Revenue $1.80b ↓2% $1.85b Maintaining margin and EBITDA 3 ↓ % lifting after tax profitability $143.6m $147.7m EBITDA margin amid top -line headwinds 8.0% No change 8.0% Key Highlights Net Profit After Tax ↑ % • SunRice Group delivered
Slide 11: With rice at our heart, we bring people together
2026 Morgans Conference Presentation With rice at our heart, we bring people together through inspiring and delicious food.
Slide 12: FY26 Segment snapshot
2026 Morgans Conference Presentation FY26 Segment snapshot International Australia and New Bulk Rice and Corporate Consumer Zealand Consumer Animal Feed Packaged Goods Packaged Goods 85% 82% branded revenue branded revenue FY26 vs PCP FY26 vs PCP FY26 vs PCP FY26 vs PCP Revenue $737 m ↓7% $ 735m ↑<1
Slide 13: A clear vision for the long-term viability of Australian rice: 10:15:500
2026 Morgans Conference Presentation A clear vision for the long -term viability of Australian rice: 10:15:500 Through our 2030 Growth Strategy, we are focused on helping growers improve productivity, profitability and resilience over the long - term. Crop yields Water and quality Grower efficiency
Slide 14: Capital Management Framework
2026 Morgans Conference Presentation Capital Management Management Considerations Framework Optimisation of Cashflows 2030 Strategic Ambition 1 4 Flow Drive Economic Organic Growth (Capex Target: > 75% Debt Management (Target: Overall Leverage Cash Generation 1Organic Return of depreciation p.a.) Ra
Slide 15: FY27 Q1 Trading Update and Group Outlook
•. 2026 Morgans Conference Presentation From SunRice Annual General Meeting (3 - Sep - 26) FY27 Outlook The Group’s Q1 FY27 trading performance is tracking in line with prior Q1 Trading Update guidance set out in the Group’s 2026 Annual Report. The Group remains on track for its FY27 outlook, with r
Slide 16: Morgans Conference Presentation
2026 Morgans Conference Presentation