Green Plains, Inc. · NASDAQ:GPRE
Green Plains — BMO Capital Markets Farm to Market Conference 2022
14 slides from Green Plains's conference presentation, May 19, 2022
Slide 1: BMO Capital Markets Farm to Market Conference
BMO Capital Markets Farm to Market Conference May 18-19, 2022
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation includes forward-looking statements that reflect management’s current views of company performance, industry conditions and future economic environment. These statements are based on assumptions and various factors that are subject to risks and uncertaint
Slide 3: Transforming to the Biorefinery Platform of the Future
Transforming to the Biorefinery Platform of the Future Green Plains (GPRE) is transforming from traditional ethanol into a sustainable biorefinery platform, innovating through ag technology to produce higher-value products with stable cash flows, for tomorrow’s sustainable economy Ultra-High Corn Oi
Slide 4: Strategic Growth Areas
Strategic Growth Areas Positioned to capitalize on rapidly growing Ultra-High Protein Renewable Corn Oil demand • Sustainable Ultra-High Protein – sustainable ingredients for high-value global markets in pet, aquaculture, dairy and poultry industries • Renewable Corn Oil – responsible low carbon fee
Slide 5: MSC Technology Drives an Inflection
MSC™ Technology Drives an Inflection Increased Protein Upside • Ultra-High Protein (50 - 53%) potentially adds $0.15 - Fishmeal $0.21/gallon2 additional EBITDA on a ~$0.50/gallon Analogue • Biorefinery economics see significant investment 60% Protein • Higher protein levels, nutritional factors, spe
Slide 6: Transformation on Track for Over 50% Completed in 2022
Transformation on Track for Over 50% Completed in 2022 Central City, May 2022 Mount Vernon, May 2022 Annual Ultra-High Protein Capacity (thousands of tons) Shenandoah 50 Completed Wood River 79 Central City 70 Mount Vernon 54 Estimated 2022 Obion 72 Tharaldson 106 Madison 54 Anticipated 2023 Superio
Slide 7: Assumptions for 2024E Run-Rate EBITDA
Assumptions for 2024E* Run-Rate EBITDA Assumptions • Assets produce at 95% of capacity on 958 MGY of capacity • Potential contributions from fuel ethanol business, ancillary businesses and corporate overhead are excluded $600 Sustainable Ultra-High Protein and Turnkey Initiatives • Remaining protein
Slide 8: Significant Opportunity to Commercialize Value-added Ingredients
Significant Opportunity to Commercialize Value-added Ingredients • Strong commercial sales team with deep industry experience building a robust customer pipeline • Numerous ongoing customer dialogues including recent MOU in pet space through 2023 • Innovation Centers drive further product developmen
Slide 9: Taking Advantage of the Unique Drivers in Renewable Corn Oil
Taking Advantage of the Unique Drivers in Renewable Corn Oil Renewable Corn Oil Price 1 Potential Renewable Corn Oil Margin Increase Average CI Pathways for Biodiesel and (Cents per Pound) Per $0.10 per pound increase Renewable Diesel Feedstock 2 ($ M) 90 80 $40 Soybean Oil 55 70 60 $26 Canola Oil 5
Slide 10: Clean Sugar Technology (CST) Opportunities
Clean Sugar Technology (CST) Opportunities Technology Acquired with Fluid Quip Green 3-HPA 2,5 FDCA/ solvents Industrial • Fully scalable commercial CST production facility operating at the Innovation Enzymes PEF Center at York Lactic Butanol acid • CST produces an equivalent sugar quality to that o
Slide 11: Carbon Capture and Sequestration Initiatives
Carbon Capture and Sequestration Initiatives Opportunity to increase margins by $0.15 / gallon with no capital required from the ethanol facilities, in addition to potential for carbon credits, 45Q tax incentives and direct returns on investments in the pipeline and Summit Carbon Solutions (SCS) Cur
Slide 12: ESG Embedded in our DNA
ESG Embedded in our DNA • • • • • • • • 12
Slide 13: Why Green Plains?
Why Green Plains? Game-changing ag-technology, diversifying product offering of higher-margin ingredients into high- growth markets • Implementing MSC™ protein technology across the platform to create diverse, non-cyclical, high margin products • 50% uplift in corn oil yields, a low-CI feedstock for
Slide 14: www.gpreinc.com
www.gpreinc.com LinkedIn | Facebook | Twitter | Instagram
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