Ricegrowers Ltd. Class B · ASX:SGLLV
Ricegrowers Ltd. Class B — Rice Industry Leaders Forum (August 2017)
15 slides from Ricegrowers Ltd. Class B's conference presentation, Aug 2, 2017
Slide 1: Rice Industry Leaders Forum
xxxxxx xxxxx February 6, 2014 Rice Industry Leaders Forum Rob Gordon - CEO 2 August 2017
Slide 2: The 2012 Strategy and its benefits
In 2012, we pursued a Strategy that moved from marketing the Australian rice crop to servicing market demand for branded rice products. The 2012 Strategy Benefits of this Strategy 1 Move from bulk to branded Less volatile pricing Higher profits and returns 2 Premiumisation Less volatile pricin
Slide 3: Healthy financial performance and shareholder returns
This translated into a very healthy financial performance, marked by strong sales and profit growth in addition to significant increases in shareholder returns 3
Slide 4: What's been a challenge?
What’s been a challenge? 1 Ensuring an attractive 2 3 Over reliance on 1-2 key Volatility of the AU return for our Riverina markets supply rice grower Medium Grain commands less of More challenging conditions for a premium the Riverina rice grower Sovereign risk Increased The increase High water in
Slide 5: Food trends that affect SunRice
Fortunately, being an Australian-owned branded rice player today is exciting given that the world is changing in our favour Food trends that affect SunRice 5
Slide 6: Diversify into new markets
Our opportunity to grow and diversify, whilst playing to our core capability is an exciting path for the company – 1/6 Food trend SunRice intent Developing countries that are rice eating nations are ramping up the Diversify into new markets wealth curve, in search for premium and convenience New m
Slide 7: Aggressive expansion of our Low GI Rice
Our opportunity to grow and diversify, whilst playing to our core capability is an exciting path for the company – 2/6 Food trend SunRice intent Rice eating nations are becoming Aggressive expansion of our Low GI Rice obese and diabetic, and will likely especially into Asia favour a Low GI offering
Slide 8: Aggressive expansion of Short Grains to Sushi consumers
Our opportunity to grow and diversify, whilst playing to our core capability is an exciting path for the company – 3/6 Food trend SunRice intent An ongoing global fascination with Aggressive expansion of Short Grains to Sushi consumers in new and existing markets Not many places in the world can g
Slide 9: Low GI and Sushi returns for the Riverina grower
Sidebar: A look at Low GI and Sushi returns show that they offer an attractive proposition to the Riverina grower Indexed – a comparison of paddy returns Medium Grain to High-returning markets = The Riverina should be positioned Indexed at 100 as the premium Medium Grain 219 source for premium Med
Slide 10: Healthy Snacking on the rise
Our opportunity to grow and diversify, whilst playing to our core capability is an exciting path for the company – 4/6 Food trend SunRice intent Diversify the portfolio by building our Healthy Snacking on the rise high-value Rice-based Snacks into a (including Gluten Free Snacks) sales pillar Heal
Slide 11: Rice-derived Ingredients business
Our opportunity to grow and diversify, whilst playing to our core capability is an exciting path for the company – 5/6 Food trend SunRice intent Movement away from sugars, gluten and animal protein has led to growth Diversify the portfolio by building a high- in rice flour, rice syrups, rice bran +
Slide 12: Emphasise and invest in our commitment to quality
Our opportunity to grow and diversify, whilst playing to our core capability is an exciting path for the company – 6/6 Food trend SunRice intent Many rice-eating nations are Emphasise and invest in our commitment searching for food safety assurances to quality The clean and green rice offering of
Slide 13: Key initiatives and capital estimates
The key initiatives that fall out of this Strategy warrant a look at our capital base The types of activities and investments we will be pursuing Agronomic packages for Riverina growers 1 Expand our Low GI and Investments in ANZ facilities to ensure $ 30-50m Sushi rices into new end premium qual
Slide 14: Strengthening cash-generative businesses CopRice and Riviana
We wish to strengthen some of the existing cash-generative businesses of our portfolio in order to increase our ability to direct our profit towards these growth initiatives – this would likely be done through acquisition CopRice: an established player that is With Riviana’s strong address book, we
Slide 15: $200-300m capital estimate
Given our strategic priorities, we would require an estimated $200-300m of additional capital 1 Expand our Low GI and Sushi rices into new end markets, especially Asia 2 Grow our Healthy Snacks business $200-300m 3 Build a regional Ingredients business in capital both Rice and Rice-derived products
Ricegrowers — Rice Industry Leaders Forum (August 2017) on 6ix