Lindsay Australia Limited · ASX:LAU
Lindsay Australia — Corporate Update (November 2023)
13 slides from Lindsay Australia's corporate update, Nov 28, 2023
Slide 1: ASX Announcement: 2023 Site Tour Presentation
152 Postle Street Acacia Ridge QLD 4110 Locked Bag 2004 Archerfield Qld 4108 ABN 81 061 642 733 P: 07 3240 4900 F: 07 3054 0240 www.lindsayaustralia.com.au ASX ANNOUNCEMENT LINDSAY AUSTRALIA LIMITED (ASX: LAU) 28 November 2023 ASX Market Announcements Office 20 Bridge Street Sydney NSW, 2000 For per
Slide 2: Erskine Park Site Tour November 2023
ERSKINE PARK SITE TOUR NOVEMBER 2023 For personal use only LINDSAY AUSTRALIA LIMITED (LAU)
Slide 3: Under the Bonnet: Agenda
UNDER THE BONNET AGENDA WHO For personal use only Welcome Address Clay McDonald (CEO) Overview of Lindsay Operating Craig Baker (COO) Model Site Tour Compliance & Safety at Lindsays Katie McMahon (Head of Safety, Risk & Compliance) & Trevor Edveyan (National Compliance Manager) IT Ecosystem, Interco
Slide 4: Our Business Units
OUR BUSINESS UNITS REFRIGERATED LOGISTICS RURAL MERCHANDISING GROUP 350 700 +650 +31 +13.3k For personal use only TRUCKS REEFER TRAILERS CONTAINERS SITES & STORES CUSTOMERS REVENUE* ~$500m ~$10m ~$160m ~$100m** ~$680m Horticulture (%) 55% 90% 100% 75% 60% CUSTOMERS ~1,700 ~100 ~1,800 ~10,000 ~13,000
Slide 5: Creating Customer Value: Goods In, Goods Out
CREATING CUSTOMER VALUE GOODS IN, GOODS OUT AGRONOMY For personal use only • Technical expertise • Pest and disease management • Advise on innovative farming techniques and technologies ONE TOUCH POINT – PADDOCK TO PORT ACCOUNT MANAGEMENT • Forecast, manage and service products and lead times • Ware
Slide 6: Lindsay Network – Diversifying & Building Resilience
LINDSAY NETWORK – DIVERSIFYING & BUILDING RESILIENCE KEY HORTICULTURE REGIONS BY DENSITY MAJOR FREIGHT LANES For personal use only PG 5
Slide 7: Lindsay Network – Diversifying & Building Resilience
LINDSAY NETWORK – DIVERSIFYING & BUILDING RESILIENCE GROUP LOCATIONS AVERAGE ANNUAL RAINFALL (1991 – 2020) For personal use only Network Stats • 43 Unique sites • 6 Workshops • +100 Driver rooms • 762k SQM land • 114k SQM warehouse PG 6
Slide 8: Feeding the Nation
FEEDING THE NATION TONNES1 OF FREIGHT BY COMMODITY LAST TWELVE MONTHS For personal use only 278,953 , 11% Citrus ~100,000t 589,031 , 23% Chiller Bananas Leafy Greens ~80,000t Frozen ~60,000t 1,029,477 , 39% TOP SIX Produce HORTICULTURE CATEGORIES Confectionary 193,127 , 7% Ambient Sweet Potatoes Avo
Slide 9: Lindsay Rural
LINDSAY RURAL Rural FY19 Sales Mix (%) Rural FY23 Sales Mix (%) 16% 15% For personal use only 30% 27% Packaging Packaging 75% of sales driven from core four (packaging, Checmicals Checmicals chemicals, fertilisers & nutrients). 74% Fertiliers 22% 20% 75% Fertiliers Core 4 Nutrients One of the la
Slide 10: Our Revenue Mix – Today
OUR REVENUE MIX – TODAY GROUP REVENUES – HORTICULTURE VS COMMERCIAL RAIL REVENUE ($’M) ($’M) 800 45% For personal use only 700 REBALANCING OUR 126 CUSTOMER MIX 40% 600 35% 88 500 400 30% 50 300 34 25% 200 10 100 20% FY18 FY19 FY20 FY21 FY22 FY23 FY19 FY20 FY21 FY22 FY23 Horti Commercial Commercial (
Slide 11: Transport - Asset Transformation
TRANSPORT - ASSET TRANSFORMATION LAST 10 YEARS PRIME MOVERS REFRIGERATED TRAILERS 700 360 For personal use only • Largest refrigerated carrier in Australia 607 ( ~10% of the market) 303 • Over the last 10 years we have continued to expand our fleet and network to meet customer demand 4.1 yrs 8.0 yrs
Slide 12: Erskine Park
ERKSINE PARK • Commissioned March 2020, the total site covers 57,000m2 including 10,000m2 under cover • Erskine Park is one of the most critical sites in the Lindsay network – servicing all of Australia as a key transhipping depot ~19,000 spaces cross docked weekly with ~300 staff including 160 driv
Slide 13: Contact Us
For personal use only CONTACT US Matthew Hefren, Head of Strategy & FP&A Ph: (07) 3240 4900 E: Matthew.Hefren@lindsayaustralia.com.au www.lindsayaustralia.com.au https://www.linkedin.com/company/lindsay-australia-ltd/