Imc S.a. · GPW:IMC

Imc — Investor Presentation (August 2026)

26 slides from Imc's investor presentation, August 2026

  1. Slide 1: IMC S.A.

    IMC S.A. Listed on the Warsaw Stock Exchange August 2026

  2. Slide 2: Chapter 1: Company Overview

    CHAPTER 1 COMPANY OVERVIEW 2

  3. Slide 3: IMC - integrated agricultural business

    IMC - integrated agricultural business IMC operates 115 ths hectares of land located in the prime fertile farming regions of Ukraine (Poltava, Chernihiv, Sumy) Cultivated Crops WHEAT CORN SUNFLOWER Chernihiv 1 2 Nosivka Kyiv 5 3 Sumy Pryluky 4 Poltava Land under Grain and oilseeds UKRAINE # Cluster

  4. Slide 4: Strong export orientation in sales

    Strong export orientation in sales EXPORTED CROPS: corn wheat EXPORT DESTINATIONS Asia EU Northern Africa Middle East IMC: Share of Export Revenue 100% 80% 78% 75% 75% 80% 74% 70% 73% 74% 74% 73% 68% 64% 58% 57% 52% 60% 48% 47% 40% 20% 0% 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2

  5. Slide 5: 672 units of high capacity agricultural machinery, 300 grain railway wagons

    672 units of high capacity agricultural machinery 300 grain railway wagons 129 grain trucks 326 vehicles 5

  6. Slide 6: Milestones of development

    Milestones of development Establishment & IPO Landbank & Storage Business processes Dividend payment & expansion improvement & KPIs Strategy update 2007-2011 2012-2014 2015-2016 2017-2025 DIVIDEND PAYMENT: 2007-2009 2012-2013 - Business processes 2017 - EUR 1.66 mln (2% yield) - Establishment of IMC

  7. Slide 7: Development track record

    Development track record LAND BANK, ths ha REVENUE, mln USD 137 137 137 137 130 124 123 211 121 120 120 120 120 116 115 182 190 170 161 138140 132 140 115 125127 114 60 75 34 36 36 38 25 20 35 29 GRAIN & OILSEEDS STORAGE CAPACITY, ths t EBITDA, mln USD 554 554 554 554 554 554 554 554 554 554 554 554

  8. Slide 8: Crop production

    Crop production ths tonnes 856 834 828 804 838 795 777 706 717 674 651 638 555 301 154 172 127 117 56 0 2 4 6 15 25 21 20 16 21 23 grain & oilseeds potato 8

  9. Slide 9: Crop yields

    Crop yields Corn 12,4 11,1 11,4 10,610,6 9,1 9,1 9,7 9,3 9,3 8,1 7,1 7,3 IMC Ukraine Wheat Sunflower 7,4 6,7 7,1 6,9 3,5 3,7 3,5 3,5 3,4 6,3 5,8 5,7 6,0 3,2 3,2 3,3 5,7 5,5 2,9 2,9 4,9 5,2 5,0 4,8 2,6 2,6 2,8 IMC Ukraine IMC Ukraine 9 Source: Company data, State Statistics Service of Ukraine

  10. Slide 10: Crop Mix 2026

    Crop Mix 2026 Fallow; 6,5 Wheat; 19,2 115 ths ha Corn; Sunflower; 64,0 25,2 10

  11. Slide 11: Chapter: Smart Agriculture

    CHAPTER 1 SMART AGRICULTURE 11

  12. Slide 12: The constant flow of innovations introduced

    The constant flow of innovations introduced Modern IT-solutions are widely used at IMC, that help to have real-time control of: Decision-making process, internal business-processes Operational on-site activities, field & crops conditions Utilization of resources & field operation control Land bank c

  13. Slide 13: Cropwise Operations - Primary FMS

    Cropwise Operations - Primary FMS Field Scouting: Systematic inspection to monitor crop health, pest pressure, and nutrient deficiencies Advanced Soil & Tillage Insights: soil analysis data and precise soil compaction measurements to optimize field preparation Satellite & Environmental Monitoring: N

  14. Slide 14: Data Integration: PreAgri & Operations Center & Wialon

    Data Integration: PreAgri & Operations Center & Wialon As-Applied Data Accumulation: Utilizing PreAgri and John Deere Operations Center to capture and store high-fidelity data from field operations Precise Yield Mapping: Comprehensive visualization of harvest results to identify productivity zones V

  15. Slide 15: Panorama & Feodal – land bank management

    Panorama & Feodal – land bank management more than 50 000 land plots digitalized proper land management and audit all data on land plots owners at one place unified register of all land lease agreements 15

  16. Slide 16: Precision & Regenerative Agriculture practices applied

    Precision & Regenerative Agriculture practices applied Variable rate application of seeds Variable rate application of fertilizers Spot spraying of herbicides Spraying with lower water consumption Field operations with autopilot Upgrading seeders to increase sowing speed Measurement of soil compacti

  17. Slide 17: AI implementation

    AI implementation Current Status Automated Market Intelligence An automated solution utilizing LLMs to collect, analyze, and structure data from targeted websites. The system leverages the OpenAI API to generate news summary and distributes them directly to corporate chat channels. Roadmap Corporate

  18. Slide 18: Chapter: Strategy

    CHAPTER 1 STRATEGY 18

  19. Slide 19: Strategy 2016

    Strategy 2016 Operational efficiency improvement Debt reduction Payment of dividends to shareholders Сultivation of export-oriented crops (with focus on corn) Storage capacity modernization Сontinuous search and implementation of agricultural innovations 19

  20. Slide 20: Smart Green Strategy 2023-2033

    Smart Green Strategy 2023-2033 Strategic directions Operational efficiency improvement Fossil fuel consumption decrease Greenhouse Gas emission reduction Preservation of Soil fertility & health Investments in the acquisition of agricultural land in Ukraine Personnel development Local communities sup

  21. Slide 21: Execution of Strategy

    Execution of Strategy Total Debt, USD mln Total debt maximum, 1 February, 2014 163,8 140,0 129,9 104,3 80,6 83,6 64,5 58,8 47,0 45,7 33,2 32,8 38,4 22,0 23,3 17,9 31.12.11 31.12.12 31.12.13 01.02.14 31.12.14 31.12.15 31.12.16 31.12.17 31.12.18 31.12.19 31.12.20 31.12.21 31.12.22 31.12.23 31.12.24 31

  22. Slide 22: Board of Directors / Shareholder structure

    Board of Directors Oleksandr Petrov Founder and Board member • Alex Lissitsa Shareholder structure Chairman of the Board • Oleksandr Verzhykhovskyi IMC S.A. has been listed Executive Director, CEO on the Warsaw Stock Exchange since May 2011 • Dmytro Martyniuk Executive Director, CFO Free float; Alex

  23. Slide 23: Chapter: Appendixes

    CHAPTER 1 APPENDIXES 23

  24. Slide 24: Selected Financials

    Selected Financials Income Statement 1. Financials are audited by H1 H1 Baker Tilly $ mln 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2025 2026 (2010, 2011, 2012, 2013, Revenue 138,3 140,4 124,7 126,8 131,6 169,6 161,4 181,7 114,0 139,5 211,3 190,5 84,0 88,9 2014, 2015), Normalised E

  25. Slide 25: Key Ratios

    Key Ratios H1 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Current ratio 1.2 1.2 2.4 2.0 2.1 1.6 2.3 2.8 2.7 1.9 3.9 4.6 7.0 Net Borrowings/Equity 4.9 1.8 1.2 0.6 0.5 0.3 0.1 0.0 0.1 0.2 -0.1 -0.1 0.0 Net Borrowings/EBITDA 2.2 1.5 1.3 1.5 1.1 1.1 0.2 0.0 0.4 9.2 -0.2 -0.3 0.0 Int

  26. Slide 26: www.imcagro.com.ua

    IR contact Yuliia Andrushkina y.andrushkina@imcagro.com.ua 119х Lobanovskyi Valerii Avenue business center “DemievSky” Kyiv, 03039, Ukraine www.imcagro.com.ua 26

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