Bid Corporation Limited · JSE:BID
Bid — Bidcorp — Investor Day (May 2018)
31 slides from Bid's investor day presentation, May 2018
Slide 1: Bidcorp Capital Markets Day, London May 2018
BIDCORP CAPITAL MARKETS DAY LONDON MAY 2018
Slide 2: Presentation Topics
Presentation Topics • New Zealand & South America update • Country Development Strategy • Global Procurement • BidTechnology
Slide 3: New Zealand
NEW ZEALAND
Slide 4: New Zealand Business Environment
New Zealand Business Environment • GDP 2.9% • Inflation 1.1% • Unemployment 4.5% • Interest Rate 1.75%
Slide 5: New Zealand Bidfood
New Zealand Bidfood • Sales NZ$ 1.1B (10% ) • Staff 2,100 • Business Units 30 • Customers 17,000 • Products 18,000
Slide 6: New Zealand Sales 2000 - 2018
New Zealand Sales 2000 - 2018 1100 1000 1 Billion 900 800 700 600 Millions NZ$ 500 400 300 200 100 0
Slide 7: Growth Focus: Profitable Sales Growth
New Zealand Growth Focus Profitable Sales Growth
Slide 8: Growth Focus – Supply Chain: Manufacturing
New Zealand Growth Focus – Supply Chain • Manufacturing
Slide 9: Growth Focus – Supply Chain: Importing
New Zealand Growth Focus – Supply Chain • Importing 45 40 35 $M 30 25 20 15 10 5 0 2015 2016 Sales 2017 2018 % Total Sales 2015 2016 2017 2018 3% 3% 4% 5%
Slide 10: South America
SOUTH AMERICA
Slide 11: South America Opportunity
South America Opportunity Significant and challenging opportunity • Population 420m • Large foodservice market • Fragmented • Roll up and add value • Political and business environment variable • Excellent progress
Slide 12: South America Business Environment
South America Business Environment Chile Brazil • GDP 3.3% 2.1% • Inflation 1.8% 2.7% • Unemployment 1.8% 12.6% • Interest Rate 2.5% 6.5%
Slide 13: South America - Bidfood: Chile
South America - Bidfood Chile • Sales CLP 28,230m (25% ) • Staff 137 • Business Units 4 • Customers 1,650 • Products 1,200
Slide 14: South America - Bidfood: Brazil
South America - Bidfood Brazil • Sales R$ 231m (14% ) • Staff 467 • Business Units 2 • Customers 12,000 • Products 2,000
Slide 15: South America Sales: Chile and Brazil
South America Sales CHILE SALES 2012 - 2018 BRAZIL SALES 2012 - 2018 30000 250 25000 200 20000 Millions CLP 150 15000 Millions (R) 100 10000 5000 50 0 0 2012 2013 2014 2015 2016 2017 2018 2014 2015 2016 2017 2018
Slide 16: Growth Focus – Regional Expansion
South America Growth Focus – Regional Expansion • Argentina • Columbia • Peru
Slide 17: Growth Focus: Chile
South America Antofagasta Growth Focus Chile La Serena • Country expansion • Seafood and meat ARGENTINA Vina Del Mar Santiago Concepcion Puerto Montt
Slide 18: Growth Focus: Brazil
South America Growth Focus Brazil • Acquisition • Frozen category expansion
Slide 19: Country Development Strategy
Country Development Strategy Improve Build Foundation
Slide 20: Foundation
Foundation The right Understand Business / - Market Partner - Business Infrastructure Bidfood Philosophy Governance
Slide 21: Build
Build Customers Regions Products Achieved organically and by acquisition
Slide 22: Improve
Improve Service Process Technology Supply Chain Sharing international best practice
Slide 23: Global Procurement
GLOBAL PROCUREMENT
Slide 24: Global Procurement Process
Global Procurement Process Leveraging purchasing power of the group Group buying increased by 25% Identify the most competitive and sustainable source in the world All of our countries are now direct importing Enhanced communication and information sharing Highly encrypted communication tool s
Slide 25: BidTechnology
BIDTECHNOLOGY
Slide 26: BidTechnology Strategy
BidTechnology Login ID BID007 Strategy • A competitive advantage to Bidcorp • Decentralised development and deployment • Greater creativity • Reduced risk • Cost effective and flexible
Slide 27: BidTechnology Competitive Advantage
BidTechnology BidDirect OPRI Dynamic BidIQ Pricing Competitive Advantage Price DriverIQ Analyser OPRI+ Proprietary Technology
Slide 28: BidTechnology Future Technology
BidTechnology Future Technology
Slide 29: BidTechnology Future Technology
BidTechnology Future Technology
Slide 30: BidTechnology Future Technology
BidTechnology Future Technology
Slide 31: Thank You
THANK YOU Nigel Boswell