Star Combo Pharma Ltd. · ASX:S66
Star Combo Pharma — Shareholder Meeting (November 2019)
18 slides from Star Combo Pharma's shareholder meeting presentation, Nov 26, 2019
Slide 1: Star Combo 2019 AGM – Chairman and CEO Presentation
STAR COMBO PHARMA LTD ABN 38 6157 283 75 171 -177 Woodpark Rd Smithfield NSW 2164 P: +61 2 9756 6555 sales@starcombo.com.au 26 November 2019 ASX Announcement Star Combo 2019 AGM – Chairman and CEO Presentation ____________________________________________________________________________________ Attac
Slide 2: Chairman's Address
STAR COMBO PHARMA LTD ABN 38 6157 283 75 171 -177 Woodpark Rd Smithfield NSW 2164 P: +61 2 9756 6555 sales@starcombo.com.au 26 November 2019 ASX Announcement Star Combo 2019 AGM – Chairman’s Address ____________________________________________________________________________________ On behalf of the
Slide 3: Chairman's Address (continued)
STAR COMBO PHARMA LTD ABN 38 6157 283 75 171 -177 Woodpark Rd Smithfield NSW 2164 P: +61 2 9756 6555 sales@starcombo.com.au acquisition opportunities that continue our objective to grow our branded products and create new and innovative distribution channels into our target markets. Our TGA facility
Slide 4: 2019 AGM Presentation
2019 AGM PRESENTATION 26 November 2019 ASX: S66
Slide 5: Disclaimer
DISCLAIMER The information in this presentation is not a prospectus or other form of disclosure document prepared in accordance with the requirements of the Corporations Act 2001 (Cth) (Corporations Act) and will not be lodged with the Australian Securities and Investments Commission (ASIC). This pr
Slide 6: Company Overview
COMPANY OVERVIEW Star Combo Pharma Limited is a vertically integrated brand owner, manufacturer and distributor of vitamins, health and beauty products • Founded in 2004, with 53 employees in Australia and China • 5 key brands with over 150 products • All products manufactured in purpose built TGA l
Slide 7: 2019 Highlights
2019 HIGHLIGHTS A very busy year… – FY19 revenue growth of 98% vs previous corresponding period. – EBITDA profitability achieved for FY19 adjusted for one-off costs – Completed the integration of the Austoyou and Koala Mall business – Increased sale of 20% branded product portfolio – Increased 94% o
Slide 8: Financial Highlights
FINANCIAL HIGHLIGHTS FY19 was a transformative year with significant revenue growth and positive EDITDA* Notes • Pro-forma includes contribution from recently acquired Austoyou online platform 5 • One off expenses include: Living Healthy new product development and marketing launch costs, China offi
Slide 9: FY19 Revenue Breakdown
FY19 REVENUE BREAKDOWN Continuing to diversify towards high margin, own brand and online platform sales Contract Manufacturing 31% Online Platform Sales 47% Own Brand Sales 22% Contract Manufacturing Own Brand Sales Online Platform Sales 6
Slide 10: Growth Strategy
GROWTH STRATEGY Add own high-margin, high growth branded products to business mix Increase TGA factory utilisation with own and contract manufacturing Grow organically: • Little Koala range in early stages of distribution, high demand infant supplements • Chinese registrations (CIQ) imminent on 5 ne
Slide 11: Brands
BRANDS Vitamins • Living Healthy • Living Healthy Little Koala • Costar 8
Slide 12: Brands
BRANDS Beauty • Amax • J&K 9
Slide 13: Manufacturing /R&D Facility
MANUFACTURING /R&D FACILITY R&D and Manufacturing at Smithfield facility • Established in 2004 and located in Smithfield, NSW, capacity to expand production significantly • TGA Licence for Non-Sterile Medicine Manufacture of Tablets, Hard Shell Capsules, Soft Gel Capsules, Powders and Granules • Cer
Slide 14: Distribution Network
DISTRIBUTION NETWORK Multiple Direct to Consumer and Wholesale Market Networks in Australia and Offshore • Multiple avenues to market; Australian retail, offshore retail, Chinese distributors and Daigou channels • Terry White provides access to over 400 pharmacies in Australia and Lepu Medical 80,00
Slide 15: China Office
CHINA OFFICE Official Star Combo Pharma office based in China (Chongqing) opened in October 2018 • Now incorporated in China as a wholly foreign-owned enterprise • This is a significant step in alignment to the group’s overall strategy targeting China as a major market contributing to the future com
Slide 16: Market Opportunity – "The Fourth Meal"
MARKET OPPORTUNITY – “The FOURTH MEAL” The daily intake of dietary supplements in China is so popular that it has been coined “The Fourth Meal” • Supplements and multivitamins are now part of a trend to include in everyday dietary routines. Driving this high consumption of supplements is recognition
Slide 17: Summary
SUMMARY • Fast growing • No debt • Vertically integrated – end-end control of supply chain • In-house R&D capability to develop new products quickly at low cost • State of the art manufacturing facility – TGA licensed with excess capacity for anticipated growth • Exposure to fast growing natural hea
Slide 18: Thank You
Su Zhang – CEO suzhang@starcombo.com.au Warrick Lace – Investor and Media Relations Warrick@nwrcommunications.com.au THANK YOU 15
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