Amira Nature Foods Ltd · OTC:ANFIF
Amira Nature Foods — Investor Presentation (March 2019)
19 slides from Amira Nature Foods's investor presentation, Mar 18, 2019
Slide 1: Investor Presentation March 2019
e AMIRA Investor Presentation March 2019
Slide 2: Forward Looking Statement
Forward Looking Statement This presentationconeains forwarc locking statementsthat are subjctto risks anduncertantiesAlstatemerts other than statements of historical fat includedinthispresertation are {orward-ooking statements Forwas¢-lookng statements arebased on our curert expectations and assumpt
Slide 3: Company Summary & Recent Developments
Company Summary & Recent Developments e Company Summary * NYSE listed internationally-focused packaged food company in the high growth Basmati rice category + Global marketer & distributor of specialty rice and other related food + Global sourcing and distribution capal + Third party and owned brand
Slide 4: We Believe in Providing Global Access to High Quality Basmati & Long Grain Rice
We Believe in Providing Global Access to High Quality Basmati & Long Grain Rice @ Amira is a family of high quality basmati rice and other rice specialty products. Our team is dedicated to providing the world access to nutritional Basmati rice. “Internationally-focused packaged food company in the h
Slide 5: A Rich Heritage with Over Year Legacy & Awards
A Rich Heritage with Over 100 Year Legacy & Awards e 1098 fas seo sy eee secon semen Fn bepesiegtaall Leche f rice miling factory caer 2011 European distibution 2086 pelea za ct on Aounen (Cost Plus World ‘hy AIBA brand uxtealany, Pus World 8 EUR2SMNDebt Raise, ay [MAN Consumer (1 Corporate Restruct
Slide 6: Company Overview
Company Overview Global marketer & distributor of specialty rice and other related food: Headquartered in Dubai, UAE Sales & marketing functions in Germany, UAE, UK, and the USA Global sourcing and distribution capabilities and owned brands Global distribution platform capable of reaching out to a d
Slide 7: Broad Portfolio and Price Points Appeal to a Wide Customer Base
Broad Portfolio and Price Points Appeal to a Wide Customer Base @ red Product Offering for Various Consumer Segments Across Products and Price Points Aa Gourmet Avg Seling Price: $4997 mi b= os Premium ‘Avg Seling Price: $3.25-$4.571 a is Maltstream 2. > ‘Avg Selig Price: $0.90"
Slide 8: Globally Diversified with Wide Customer Base
Globally Diversified with Wide Customer Base Costco, United States (Defoe oberon te ay tan heal @ Presence Across Five Continents" Diverse Customer Base Kaiser's, Germany ‘Top Customers at IPO (2012) Top 5 Customers 47% Rest of Customers 53% Top Customers FY2018 Top 5 Rest of Customers: Customers 37
Slide 9: Product Highlights
Product Highlights Rice’s Key Attributes: * Rice is the primary staple for >50% of the world’s population” * Provides >20% of the global caloric intake!) Asia® * Defensive and non-cyclical with steady growth * Represents 30% of caloric consumpti + Improves with age and has an extremely long shelf li
Slide 10: Rice is a $275bn Global Staple Category with Favorable Market Conditions
Rice is a $275bn Global Staple Category with Favorable Market Conditions e Large Industry with Steady Growth 450 Mettictonnes(mm) 250 1 20s 2007 | 2009 oil 2013 20157 ‘Snvce futns Wontar innate aco ofon 2017 ne FAO Pubeaion dees November 288 + Global rice consumption is growing, estimated to reach c
Slide 11: Basmati is a Highly Attractive Segment of the Overall Rice Category
Metic tonnes mm) Basmati is a Highly Attractive Segment of the Overall Rice Category e Basmati is a Value-Add, High Growth Variant of Rice Basmati’s Premium Pricing International Volumes of India Basmati Rice!!! 4s 00 ‘Amira is a global leader in Indian Basmati rice market ‘+ +$414mn of sales in FY2
Slide 12: Highly Experienced Management Team
Highly Experienced Management Team e Our Management team has transformed Amira from a local, family- owned business into a global NYSE listed company Overview of Key Management & Board Name Position Experience Experience Karan A. Chanana Chairman 20+ Pi Varun Sethi Chief Financial Officer 14+ wea EY
Slide 13: Financial Review
FINANCIAL REVIEW
Slide 14: Company Overview
Company Overview @ FY2018 Sales by Brand Institutional 8.0% oir Branded 9% Third Party Branded 45.8% FY2018 Sales by Product FY2018 Sales by Region* her AsiaPacific NorthAmerica 1% ot 17% 5 Specialty Rice 15% Basmati Rice 68%
Slide 15: Capitalization Table & Summary Balance Sheet
Capitalization Table & Summary Balance Sheet e Capitalization table & Ownership info: Balance Sheet (FYE 3/31/18) * Chairman and CEO, Karan A. Chanana retains a large ® Below breaks out the India subsidiary, which will equity stake and has continued to make investments no longer be consolidated, due
Slide 16: Strategy Using Multiple Levers for Profitable Growth
Strategy Using Multiple Levers for Profitable Growth 15
Slide 17: ANFI Valuation and Comps
ANFI Valuation and Comps Amira trades at a more than “60% discount to its peers across all relevant metrics”) Ent. Val./ Ent. Val./ Share Market Enterprise EBITDA Revenue P/E Company Name Price Value Value 2019-2019 2019 ‘Small/ Mid-Cap Packaged Foods Hormel Foods (HRL) $42.99 $23,030 $23,146 15.9%
Slide 18: Appendix
APPENDIX
Slide 19: Amira's Product Portfolio
Amira’s Product Portfolio Rice Products Brand/ Product Lines Product Features Third Party Branded Broad product portfol BBE oe Premium Basmati Rice Pure Saeratiice fer LongGraindaomatifice InaionSoamafice CConsetofthe fireman sromaticaonas ‘edtorasmucnas, Moretan dowlesin se Rintaseandtrapare aroma
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